Changing User Information

Complete the following steps to change the information of an existing user.

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

   

   
   
2. Select the Edit icon next to the user whose information is to be changed.
   The Edit screen appears.
   

   

   
   
3. Refer to the following for changing parameter information.

   User ID

   This field cannot be changed once the user ID is created.

   User Full Name

   Used for establishing a full name.

   Email

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

   Mobile Phone

   Used for establishing a mobile phone number to work with Work Queues.

   Password

   Allows users to reset their 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.

   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.

   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

   Default IdScan Scanner

   This option allows a user to select an available scanner to upload identification information.

   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.

   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.

   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.

   Access Transaction Data

   This parameter is selected when instructed by OnBoard support.

4. Select Save to save the changes.
   Select Cancel to return to the User Management screen. If anything is modified on the existing record, the modifications are not retained when users select Cancel before Save.