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## 2.2 User Management - Search and View

Using this option, System/ bank administrators can search and view details of the existing users. Administrator selects the user type of the user to be searched.

System/ bank administrators can also change the user status or the channel access permission for a user using this screen.

Default search is available with Username, but the user can also be searched by providing other details like First Name, Last Name, Party ID. Email ID and Mobile Number.

If the user type is selected as Retail & Business User, then the user can be searched based on the Party ID. An option is provided to search the party present in the core banking system using either the party ID or party name. The matching results are displayed on the screen.

If party ID or party name are provided partially, then a like search is run and all the records matching the search criteria are listed. If the complete party ID is entered, then the party ID is validated by the core banking application. After the core banking application validation is successful, party name gets displayed on the screen. In the result grid, the parties are listed with both Party ID and Party Name. User can select the record by clicking on the Party ID from the list.

To search for a user:

1. Navigate to one of the above path.

   The User Management screen appears.

2. Perform anyone of the following actions:
   - Enter the search criteria, click Search. The search results appear on the User Management screen based on the search parameters.
   - Click Cancel if you want to cancel the transaction.
   - Click Clear if you want to reset the search parameters.

   Figure 2-5 User Management - Search

   Description of "Figure 2-5 User Management - Search"

   Figure 2-6 User Management - More Search Options

   Description of "Figure 2-6 User Management - More Search Options"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 2-2 Field Description

   Field Name | Description
   --- | ---
   User Type | Type of user to be searched. The user can be: Corporate User Administrator Retail & Business User
   User Name | To search the user with the user name. Partial search is allowed. The User ID is case insensitive.
   More Search Options Below fields appears if you click the More Search Options link.
   First Name | Allows to search based on first name or given name of the user.
   Last Name | Allows to search based on last name/ surname of the user.
   Email | Allows to search based on email id of the user.
   Mobile Number | Allows to search based on mobile number of the user. Note: User can select international subscriber dialing (ISD) code (country code) while selecting mobile number.
   Channel Access | Allows to search based on channel access of the user.
   Party ID | Allows to search based on Party id. This field appears if you select Retail & Business or Corporate User option from User Type list.

To search for a user:

1. Navigate to the above path.

   The User Management screen appears.

2. Enter the search criteria and click Search in the User Management screen
   The search results appear based on the search parameters.

   Figure 2-7 User Management - Search Results

   Description of "Figure 2-7 User Management - Search Results"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 2-3 Field Description

   Field Name | Description
   --- | ---
   Search Results
   Full Name | First name and last name of the user.
   User Name | User Name of the user.
   Status | Status of the user. Locked or Unlocked.
   Channel Access | Indicates whether channel access is granted. Click icon to grant / revoke access rights. Note: Channel access feature will only be available with DB authenticator as Identity Management System.

3. Click the User Name link of the record for which you want to view the user details.
   The User Management - View screen appears.

   Figure 2-8 User Management - View

   Description of "Figure 2-8 User Management - View"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 2-4 Field Description

   Field Name | Description
   --- | ---
   View
   User Type | Type of user. The user can be: Corporate User Retail & Business User Administrator
   User Name | The name of the user. This field appears if you select Retail & Business option from User Type list.
   Group Corporate ID | The group corporate ID mapped to the user is displayed. This field appears if you select Corporate User option from User Type list.
   Party ID | The party ID mapped to the user is displayed. This field appears if you select Retail & Business or Corporate User option from User Type list.
   Primary Entity
   Party Information
   Party ID | Displays the party ID mapped to the user. This field appears if you select Retail & Business or Corporate User option from User Type list. Note: For Non Customer Corporates (counterparties on boarded by Corporates) the system will look for the party ID in OBSCF/OBCMS.
   Party Name | Displays the Party Name of the party ID mapped to the user. This field appears if you select Retail & Businessoption from User Type list.
   Party Type | Displays the Party type of the party ID. The party type can be Retail or Business.
   Organization | Organization that the user belongs to. This field appears if you select Administrator option from User Type list.
   Manager | Manager of the user. This field appears if you select Administrator option from User Type list.
   Employee Number | Employee number of the user. This field appears if you select Administrator option from User Type list.
   Party Information This section is displayed if you select Retail & Business option from User Type list.
   Party ID | The party ID mapped to the user is displayed.
   Party Name | Party Name of the party ID mapped to the user.
   Party Type | Party type of the party ID mapped to the user.
   Limit This field appears if you select Retail & Business or Corporate User option from User Type list. In case of multi entity setup, if the user has access to multiple entities, the limits package displayed will be the one associated to the default/home entity of the user. For business party transactions, a limit package maintained at the party level (as a part of party preference) will be considered and will be utilized.
   Touch Points/ Group | Name of touch points/ groups maintained under a specific entity for whom the limit packages are mapped.
   Package | Name of the limit package mapped against specific touch points /touch point groups
   Selected Segment | Segment of the user for which the application role is created. This field is displayed only for a Retail & Business user type.
   Roles | Application roles mapped to the user. In case of multi entity setup, these roles will be for the default/home entity of the user.
   Touch Points
   Selected Touch Points | The touch points (banking channels) selected for a user to perform transactions. The touch points could be: Mobile Application Mobile (Responsive) Internet Missed Call Banking SMS Banking Wearables Snapshot Siri / Chatbot API Access Soft Token Application
   Limits & Roles
   User Groups | Displays the user groups that are assigned to the user. This field is displayed only for a corporate user type.
   Personal Information This section is displayed if you select Retail & Business & Administrator option from User Type list.
   User Name | Name of the user (login ID) of the user.
   Title | Title of the user. The options are: Mr Mrs Miss Ms Dr Master
   First Name | First name of the user. If user type is Retail & Business , value is fetched from the core banking application and defaulted.
   Middle Name | Middle name of the user. If user type is Retail & Business , value is fetched from the core banking application and defaulted.
   Last Name | Last name/ surname of the user. If user type is Retail & Business , value is fetched from the core banking application and defaulted.
   Date of Birth | Date of birth of the user. If user type is Retail and Business User, value is fetched from the core banking application and defaulted.
   Contact Details This section is displayed if you select Retail & Business & Administrator option from User Type list.
   Business Email ID | Email id of the user. If user type is Retail & Business , value is fetched from the core banking application and defaulted.
   Email ID | Email id of the user. If user type is Administrator , value is fetched from the core banking application and defaulted.
   Business Contact Number (Mobile) | Displays contact number of the user alongwith an international subscriber dialing (ISD) code. If user type is Retail and Business User, value is fetched from the core banking application and defaulted.
   Contact Number (Mobile) | Displays mobile number of the user alongwith an international subscriber dialing (ISD) code. If user type is Retail & Business , value is fetched from the core banking application and defaulted.
   Contact Number (Land Line) | Phone number (land line) number of the user.
   Address Line 1-4 | Address of the user. If user type is Retail & Business , value is fetched from the core banking application and defaulted.
   Country | Country of the user. If user type is Retail & Business , value is fetched from the core banking application and defaulted.
   City | City in which the user resides. If user type is Retail and Business User, value is fetched from the core banking application and defaulted.
   Zip Code | The postal code of the city in which the user resided. If user type is Retail & Business , value is fetched from the core banking application and defaulted.
   Segment & Global Roles This section is applicable only for Retail type of user.
   Segment | View the segment assigned to the Retail user.
   User Groups And Global Roles
   User Groups | The list of all user groups to which the selected user belongs. User Group is applicable only to Corporate Users and Administrators. Note: This information is read-only and hence cannot be modified. If a particular user needs to be removed from a user group, then the administrator must manually go to the particular user group screen and remove the user.
   Roles | The global roles which are mapped to the users.
   Device Registration This section is applicable only for Corporate type of user .
   Android Devices | This option shows if the user has registered Zig Bank application on any android devices/s. Enabling of the device happens when the user installs and registers on the app on the android device. Administrator cannot manually enable the device. If the Administrator deregisters the device, the user gets logged out from all the android devices and his alternate login gets disabled from all the android devices on which the user has installed the application.
   iOS Devices | This option shows if the user has registered Zig Bank application on any iOS devices/s. Enabling of the device happens when the user installs and registers on the app on the iOS device. Administrator cannot manually enable the device. If the Administrator deregisters the device, the user gets logged out from all the iOS devices and his alternate login gets disabled from all the iOS devices on which the user has installed the application.
   Push Notifications This section is applicable only for Corporate type of user.
   Android Devices | This option shows if the user has registered for push notifications for android devices. Enabling of the push notification is done by user himself and administrator cannot do the same. If the administrator disables this, the user will stop getting notifications as a pop-up message (push notification) on the user's registered mobile number.
   iOS Devices | This option shows if the user has registered for push notifications for iOS devices. Enabling of the push notification is done by user himself and administrator cannot do the same. If the administrator disables this, the user will stop getting notifications as a pop-up message (push notification) on the user's registered mobile number. Note: To receive push notification user will have to allow the same on the device settings.
   Primary Entity Details
   Entity Name | Primary Entity name associated to the user.
   Touch Points/ Group | Name of touch points/ groups maintained under a specific entity for which the limit packages are mapped.
   Roles | For the primary entity selected/ added, system will default the roles same as that of home entity of the user. The administrator cannot define separate roles for each of the entities.
   Map Parties This section is applicable only for Corporate type of user.
   Primary Party | Primary Entity name associated to the user.
   Accessible Parties | Accessible Entities associated to the user.
   Limits | Limits attached to the user.
   Touch Points | Name of touch points/ groups maintained under a specific entity for which the limit packages are mapped.
   Map Roles |
   DND Alerts |
   DND Alerts | The list of categories for which DND is configured can be enabled or disabled using this option.
   Accessible Entity Details This section is applicable only to Retail or Admin user only.
   Entity Name | Accessible Entity name associated to the user.
   Limits - Touch Point/Groups Limits package associated to the user for the accessible entity. This field is only applicable for Retail & Business and corporate users. For Retail Party transactions, the limit package maintained at the user level will be considered and utilized. For business party transactions, a limit package maintained at the party level (as a part of party preference) will be considered and utilized.
   Touch Points/ Group | Name of touch points/ groups maintained under a specific entity for which the limit packages are mapped.
   Package | Name of the limit package mapped against specific touch points /touch point groups.
   Roles | For the accessible entity selected/ added, system will default the roles same as that of home entity of the user. The administrator cannot define separate roles for each of the entities.

4. Perform any one of the following navigation to access the create screen:
   - Click Edit to edit the user details.
   - Click Reset Password to reset user’s password. For more information refer, Reset password section.
   - If user clicks ‘No’, the action gets cancelled.
   - Click Cancel to cancel the transaction.
   - Click Back to navigate to the previous screen.
   - Click icon to download the user details.

Parent topic: User Management