Users

In the User List section, you can view, manage, and create new users, send invitations to add new users, and add users using a bulk import option. Users can have multiple assigned roles.

1. Click the left Navigation Menu and select the Users.
2. The User List is displayed with All Users, Invited Users, and the Bookmark.
   
   

Customize Display for Users

1. Click the Hamburger Menu on the right of All User, to view the Customize Display of the tab columns/headers.
   
   
   
   Note: Rearrange any of the table headers to display specific column information as required.
2. The following are the table headers:
   • User ID: A unique ID is generated when a user is created.
   • Locked: Lock icon helps to unblock the user account if it has been locked due to multiple unsuccessful login attempts.
   • Org/Ref ID: Organization or reference ID.
   • Username: Username of the User ID created.
   • User Role: Role assigned to the user.
   • Full Name: Full name of the user.
   • Email Address: Email address of the user.
   • Date of Joining: The date of joining displayed when the user joins for the first time, after creating and setting up the password of the user at any given time.
   • Status: Status of the user:
     • Active – This state indicates that the user is successfully logged in by setting the password and has access to the system.
     • Inactive – This state indicates when the account has expired due to the end date being reached, or if the bank manager deactivates the user’s account.
     • Waiting to Start – This state indicates when the account's start date is set for a future time, and the user cannot access the system yet.
     • Invited – This state indicates when the user is invited to join the system but has not set their password yet.
     • Registered – This state is displayed until the user sets their password. It indicates that the user has created an account but has not yet completed the password setup process.
     • Locked – This state indicates when the user enters an incorrect password multiple times in a row, causing the account to be temporarily locked for security reasons.
   • Action: It provides an option to Edit User or to Bookmark.

Add New User

To add a new user, follow these steps.

1. Click Add New User to add a new user.
   Note: Add New User information page is displayed.
   
   
    
2. Click Submit, to submit the new user information.