These instructions are for the corporate customer user who
has administrative permission to maintain users within their own organization.
If you are an administrative user at a financial institution and you want
to maintain the permissions for a user at a corporate customer, use the
instructions titled "Maintain a Corporate Customer User's Permissions"
found in the System Administration help system.
To maintain a user's permissions:
Select Admin from the navigation bar.
Select User to display the User Administration page.
Select the
user whose permissions you want to change, and click 
to
display the General Tab on the Modify User page.
Click the Permissions Tab to change information about the activities the user has permission to perform.
Click the tab on the lower portion of the page for the service for which you want to maintain permissions. The information displayed on the page changes to reflect the activities associated with the selected service.
To change permissions for Administration activities, click the Administration tab. To change permissions for all other services, skip to the following step.
To add activities, select the activity in the Available box and click Add. The selected activity now displays in the Assigned box. Repeat this for each activity you want to add. Please note that any activity that displays indented under the activity you select is assigned to the user and also displays in the Assigned box.
To remove previously assigned activities, select the activity in the Assigned box and click Remove. The selected activity is no longer assigned to the user and now displays in the Available box. Please note that any activity that displays indented under the activity you select is also removed from the user and displays in the Available box.
To change permissions for other services, click the tab associated with the service you want to change permissions for. The information displayed on the page changes to reflect the selected service.
To grant permission to perform an activity, locate the column for the activity. Click the check box in the intersecting cell on the row for the account(s) that can be used for that activity.
To remove an existing permission, locate the column for the activity. Clear the check box in the intersecting cell on the row for the account(s) that can no longer be used for that activity.
To select or deselect all check boxes
in a specific row, select the row, right-click, and select the Select
All or Deselect All menu
option.
To select or deselect all check boxes in multiple rows, select the
rows, right-click, and select the Select
All or Deselect All menu
option.
To select or deselect all check boxes in a specific column, click the
column heading, right-click, and select the Select
All or Deselect All menu
option.
When you are done maintaining permissions, click Save.
The system updates the customer user record and displays the User Administration page again.