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User Management Screen

User Management allows Administrators in your organisation to view and manage users who have access to ANZ Transactive – Global.

  • Right-click on a row to display the Context Menu where you can select the following actions: View, Edit, Delete, Disable, Enable, Approve, Reject, Generate Password, View Audit History or generate a Audit Report, User Activity Report, User Details Report or User Summary Report
  • Click on a row to view the User Details screen
  • View User Workflow Statuses here

User_Management_Screen.png

Control Bar

CONTROL BAR ITEM DESCRIPTION
View Change the View if you are looking for a user in a particular:
  • User Status (Active, Disabled or Deleted)
  • Workflow Status (Approved, Pending Approval - Delete, Pending Approval - Enable, Pending Approval - Modify, Pending Approval - Password Reset, Pending Approval - Register or Pending Approval - Deregister)
  • Managed By (ANZ Managed or Company Managed)
New Click New to create a user.
Approve Approve an action made to a user.
Generate Password Generate a password for a user.
Reports Click Reports to request an Audit Report, User Activity Report, User Details Report, or User Summary Report for one or more selected users.
Actions Use the Actions menu to perform an action on a selected user: View, Edit, Delete, Disable, Enable, Approve, Reject, Generate Password or View Audit History.
Group Group data on the screen by predefined criteria.
Filter Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records.
Export Export the records on screen into a CSV file.
Refresh Refresh the records on screen.
Settings Use Settings to save the View and Group selected.

Columns

For information on how to customise grids, click here.

If you cannot see the below columns, right-click any column heading and click Reset Grid Columns. 
COLUMN DESCRIPTION
User ID The unique ID assigned to the user.
First Name The user's first name.
Last Name The user's surname or family name.
Preferred Name The user's preferred name.
User Credentials A user’s credentials. This can be Password or Security Device and Password or Security Device.
User Status The current status of the user. Refer to User Statuses for more details.
Workflow The last action performed on the user by an Administrator. Refer to User Workflow Statuses for more details.
Country or Region The country of the user's address.

User Details

To view user details from the User Management screen, select a user in the list. The User Details screen groups a user’s information into the following categories:

User Summary
FIELD DESCRIPTION
User ID The User ID used by the user to log into ANZ Transactive – Global.
Status The current status of the user. Refer to the User Status article for a description of each User Status.
Workflow The last action performed on the user by an Administrator. Refer to the User Status article for a description of each Workflow.
User Credentials Details what type of user credentials are assigned to the user, e.g. Password, Security Device & Password, Security Device.

Click to determine the Security Device type, e.g. Soft Token, Digipass Token
Managed By Displays ‘Company Managed’ if the user is Company Managed or ‘ANZ Managed’ if the user is ANZ Managed.
User Details
FIELD DESCRIPTION
First Name The user’s first name.
Last Name The user’s surname or family name.
Preferred Name The user’s preferred name.
Email Address The user’s registered email address.
User ID The unique ID assigned to the user.
Address The user’s registered address.
Mobile Number The user’s registered country calling code and mobile phone number.
User Permissions (Roles and Permission Settings)
The User Permissions section displays the roles assigned to a user. For more information on roles and permission settings, click here.
FIELD DESCRIPTION
Role Name The role assigned to the user, e.g. All Entitlements, Reporting Officer.
Role Description A description of the role.
Product Family The product family of the role: Cash Management, Customer Administration, Commercial Cards, Loans, Clearing Services, FX Contracts or FX Overlay.
Division The Division that the role, product family and resources are registered to.
Role Type The type of role. This can be System (managed by ANZ) or Custom (self-managed).
Permission Settings Click the Settings icon to view Permission Settings which specify the attributes a user is entitled to while performing a task. An "attribute" is an account, loan, term deposit, billing entity, Confidential Data Group, approval discretion, payment purpose (standard or payroll) or contract. For more information on roles and permission settings, click here.
Authorisation Group
If your organisation uses Authorisation Panels to approve payments and direct debit requests, the Authorisation Group (A-J) assigned to the user is displayed.
This is only visible if the user has authorise permissions for payments and/or direct debit requests.

User Details Control Bar

The control bar items displayed are determined by the workflow status of the user.

CONTROL BAR ITEM DESCRIPTION
Edit Edit a user's details (Company Managed only), roles, permission settings and Authorisation Group.
Approve Approve changes to a user who is in a Pending Approval Workflow Status.
Reject Reject changes to a user who is in a Pending Approval Workflow Status.
Delete Delete a user.
Disable Disable a user.
Enable Enable a user who has a Disabled User Status.
Generate Password Generate a password for a user.
View Audit History Displays a View Audit History pop-up window that shows the actions performed on a user by an Administrator or ANZ. Click on the action hyperlinks to view event history information.
If you need the information in a CSV or PDF format, generate an Audit History Report.
Reports Click Reports to request an Audit Report, User Activity Report, User Details Report, or User Summary Report.
Close Close the User Details screen and return to the User Management screen.