CitiDirect BE SM. Modifying Users, User Groups, and User Group Associations. Treasury and Trade Solutions. August 2013

Transcription

1 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations August 2013 Treasury and Trade Solutions

2 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Table of Contents Table of Contents Modifying a User... 2 Modifying a User Group... 8 Modifying a User Group Association

3 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Modifying a User You can modify existing users in CitiDirect BE SM by following the below steps. A modified user will need to go through the authorization process again. 1. To begin, point to the Self Service menu heading. In this example, this step has already been done for you. 2. Click the User Worklist menu option. 2

4 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User 3. Click the Processed option. 4. The Processed grid displays all user group associations that you are entitled to and that you can modify. 3

5 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User 5. Select the desired user. In this example, click the link for Anna Locke. 6. Click the scrollbar. 4

6 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User 7. Make the required changes to the record. In this example, you will update the middle name of the user. 8. Click in the Middle Name field. 5

7 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User 9. Enter the desired information into the Middle Name field. Enter S. 10. Click the scrollbar. 6

8 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User 11. Click the Submit button. 12. Click the OK button. The record moves to the next stage in the process per your flow control requirements. 13. This concludes the Modifying a User topic. End of Procedure. 7

9 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group Modifying a User Group You can modify existing user groups following the steps below. A modified user group must go through the authorization process again. 1. To begin, point to the Self Service menu heading. In this example, this step has already been done for you. 2. Click the User group worklist menu option. 8

10 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group 3. Click the Processed option. 4. The Processed grid displays all user groups that you are entitled to and that you can modify. 9

11 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group 5. Click the scrollbar. 6. Click in the User Group Name field. 10

12 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group 7. Enter the desired information into the User Group Name field. Enter c. 8. Click the Go button. 11

13 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group 9. Select the desired user group. In this example, click the CLIENT DEMO TRADE link. 10. Make the required changes. In this example, you will add a client subscription to a user group. 12

14 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group 11. Click the Transaction Banking option. 12. Click the CitiDirect Services option. 13

15 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group 13. Click the Add button. 14. Click the scrollbar. 14

16 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group 15. Click the Next button. 16. Click the Product button. 15

17 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group 17. Select the desired product. In this example, click CitiDirect Services. 18. Click the Submit button. 19. This concludes the Modifying a User Group topic. End of Procedure. 16

18 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group Association Modifying a User Group Association You can modify an existing user group association following the steps below. A modified user group association must go through the authorization process again. 1. To begin, point to the Self Service menu heading. In this example, this step has already been done for you. 2. Click the User group association worklist menu option. 17

19 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group Association 3. Click the Processed option. 4. The Processed grid displays all user group associations that you are entitled to. 18

20 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group Association 5. Select the desired user. In this example, click the link for Anna Locke. 6. Make the required changes. In this example, you will unassign the user from a user group. 19

21 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group Association 7. Click an option in the grid. 8. Click the Unassign button. 20

22 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group Association 9. Click the Yes button. 10. Click the Submit button. 21

23 CitiDirect BE SM Modifying Users, User Groups, and User Group Associations Modifying a User Group Association 11. Click the OK button. The record moves to the next stage in the process per your flow control requirements. 12. This concludes the Modifying a User Group Association topic. End of Procedure. 22

24 transactionservices.citi.com 2013 Citibank, N.A. All rights reserved. Citi and Arc Design is a registered service mark of Citigroup Inc. CitiDirect BE is a service mark of Citigroup Inc GTS /13