Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand. Full details are available in Features by Geography.
If your organisation is set up with a Dual or Triple Administration Model, you will need to approve or reject certain actions made to a user. The following actions need approval:
Creating a user
Modifying a user’s details
Modifying a user’s permissions
Generating a password for a user
Enabling a user
Deleting a user
STEP
ACTION
1
Go to the Administration > User Management screen
2
Locate the user and use one of the following methods to approve the action made to the user:
Method 1: Right-click on the user and click Approve on the Context Menu
Method 2: Select the user and click Actions > Approve on the Control Bar
Method 3: Click on the user in the list to display the User Details screen and then click Approve on the Control Bar
3
Click Yes in the confirmation pop-up window
RESULT:
ACTION APPROVED
OUTCOME
Creation of user
A Generate Password pop-up window is displayed with the user’s temporary password. Provide the User ID and password to the new user. The user will be required to change this password when they log in next. The user will now have an Active user status and an Approved workflow status.
Modifications made to permissions
A confirmation message is displayed advising that your action has been successful. The updates to the user will be implemented and the user's workflow status will update to Approved.
Password generation
A Generate Password pop-up window is displayed with the user’s new temporary password. Ensure you take note of the password on screen and provide it to the appropriate user or person who initiated the password generation. The user will be required to change this password when they login next. The user will now have an Approved workflow status.
Enabling the user
A confirmation message is displayed advising that your action has been successful. The user will have an Active user status and an Approved workflow status.
Deleting the user
A confirmation message is displayed advising that your action has been successful. The user will now have a Deleted user status and an Approved workflow status.