Adding a New User

You may add a user to an existing account or create a user during the account creation process.

1. Select Administration > Security > User Management.
   The User Management screen appears.
   

   

   
   
2. Follow the steps in the table to add a new user.

   Situation	Steps
   Use the Add New tab	Select the Add New tab. Complete all fields.
   Use the Copy function	Select Copy to open the Copy tab and copy the selected user's information. Complete the User ID, User Name, and Password fields. Modify other fields, as needed.

   Figure 1. Using the Add New Tab
   

   

   
   

   Figure 2. Using the Copy Function
   

   

   
   
3. Refer to the following for entering parameter information:

   Group

   The Group drop-down list is available on the Copy and Add New tabs. All the groups listed on the Group Management tab appear in this list. When copying a user, this drop-down list defaults with the Group selected for the copied user. You can modify this default selection.

   Note After the new user is set up and saved on the Add New or Copy tab, any changes made to the Group assignment must be made in the Users to Group node.

   User ID

   It is recommended that the User ID match the core system for consistency and for ease of use. However, it does not need to match the core system.

   User Full Name

   Used for establishing a full name.

   Email

   Used for establishing an email address to work with Work Queues.

   Password

   The generic password is originally established by the administrator. The first logon by a user prompts for changing the password.

   Note Passwords must be at least eight characters and include one numeric and one non-alphanumeric character.

   Password Expiration Override

   When adding a user or editing user information, this option allows you to override the main setting entered in the Number of Days for Password Expiration field in Administration > Institution Settings > General. If the selected customer needs a different password expiration setting, select Password Expiration Override and enter the new value in the Number of Days for Password Expiration field. This setting applies to the selected customer only.

   MFA Method

   This option allows users to select a multifactor authentication method.

   Active

   Allows you to deactivate a user without deleting the user from the system. For example, the option can be selected to deactivate a user who is on a short term or extended leave of absence.

   Locked Out

   This box is selected when a user is locked out. An administrator must clear the check box and reset the password to reactivate the user.

   User can be Deleted

   Allows you to delete a user when the user is not assigned to a group or Work Queue.

   Officer Code

   Used to select an active officer from the drop-down menu. Selection of an Officer Code is optional. However, if it is defaulted, the selection carries through to the Characteristics node under Loans In Process, or the Contact Name field on a Notice of Action.

   Core User ID

   Used for establishing a cross-reference from the OnBoard User ID to the core system User ID. Users without a Core User ID cannot do the following:

   • Perform inquiries
   • Perform recalls
   • Refresh jXchange
   • Validate core information
   • Export the transaction

   Number of Records to Show on the Grids

   Allows the Administrator to define how many records appear on the larger tables. This setting can be defined differently for each user. The field accepts a maximum value of 100.

   Receive System Notifications

   This option allows a user to receive system updates by a selected means of communication such as an email address or a mobile phone number.

   Branch

   Used to select a bank branch from the drop-down menu. Selection of a branch is optional. However, if it is defaulted, the branch carries through to the Characteristics section under Loans In Process.

   Number of Days for Password Expiration

   This field is only available when you select the Password Expiration Override option. The value entered here overrides the main setting in Administration > Institution Settings > General for the selected customer only.

   Duplex Printer Available

   Allows you to define whether the Duplex Printer Available printing option is available to the user in Doc Manager under Loans in Process.

   Access Transaction Data

   This parameter is selected when instructed by OnBoard support.

   Windows Login Domain

   This field is provided by your institution's Information Technology (IT) Department.

   Windows Login ID

   This field is provide by your institution's Information Technology (IT) Department.

   Note The User ID, User Full Name, Email, Core User ID, and Password fields are required when establishing the user login.
4. Select Save.
   Select Cancel to return to the User Management screen.