Administration Help - User Groups

This section allows you to manage User Groups, User Group information, add groups or request an Entitlement report.

Integrated Payments – Service Privilege Details

This page allows you to assign/un-assign User Group privileges for the Integrated Payments service functions.

Actions on this Page

The following actions are available on this page:

  • Continue: saves changes and proceeds to the next step in the process..
  • Cancel: returns to the previous page.

The following functions are associated with the Integrated Payments service:

  • Pending Payments: allows assignees to view pending payment summaries as well as to approve, submit, delete, disable and enable pending payments of all payment services (payment types) and Service Groups, for which he/she have privileges.
  • Payments Search: allows assignees to search and view details of payments of or stand-alone remittance advices as well as to generate the Transaction Details, Daily Activity, Daily Settlement, and Payment Reconciliation reports for the Service Group(s) that he/she have the privileges to access.
  • Recipient Maintenance: allows assignees a set of functions for maintaining their payment recipient list, including:
    • Search existing recipients
    • Create new recipients
    • Delete existing recipients
    • Import new recipients
    • Approve new recipients
    • Modify existing recipients
  • Wire Memo: allows assignees to communicate with the Bank regarding their Wire payments.

Steps to Follow

Review the list of functions on this page related to Integrated Payments.

  • If users in this group have been granted access to a function a check mark will be displayed in the Assign column next to the Function.
  • To assign a function, click in the associated checkbox.
  • To un-assign a function, click in the associated checkbox to remove the check mark.
  • Once you have completed the function settings for this service click on the “Continue” button to proceed to the main ‘User Group Information - Privileges’ page.
  • On the ‘User Group Information – Privileges’ page the following message will be displayed:  “Changes Not Yet Saved.  Please click the Save button to save your service setting changes”.  To Save your changes click on the “Save” button, then on the “Done” button.  The page will refresh and your changes will be displayed in the User Group row where the change was made.  Your changes may need to be approved by another administrative user.
  • On the ‘User Group Information Payments service’ page clicking on the “Cancel” button will return you to the main ‘User Group Information’ page without saving any of the information you have entered.

Note:  The ‘Super User Group’ has all functions assigned and you cannot remove functions from the Super User Group.

The page displays the following information:

  • User Group: displays the name of the User Group that you are currently viewing for the Integrated Payments Service functions.
  • Service Name: displays the name of the service (Integrated Payments) that you are currently viewing.
  • Hours of Operation: operational hours for the Integrated Payments service.
  • Assign: indicates whether each function is assigned for this User Group for the Integrated Payments service.
  • Function: lists the specific functions that are available for the Integrated Payments service.

Related Topics