The User Detail page displays a user’s personal information (e.g. name, phone number, department, etc.). In addition, if a user has been given approval authority, it also displays the Approval Limits and Amounts Approved Today by that user for Account Transfers, Bill Payments, Interac e-Transfers, Wire Payments, Requests for Transfer, and EFT Payments services.
Navigate to Administration and select User Information in the sub-menu. Then click on the user’s name which you would like to view.
ScotiaConnect Super Users or administrative users may make changes to a User Detail.
On the user detail page, you can
The first four items listed above are explained below.
As part of editing a user’s details, you may reassign the user to a different group. Please note that every user must be assigned to a group and a user can only be in one group at a time. Therefore, if you change the group to which a user belongs, they will be removed from the original group.
Another aspect of editing a user’s details includes removing them from ScotiaConnect if they no longer need access, for example if they retire or leave the department. From the User Status drop menu, change the option to ‘closed’.
However, some users may not require ScotiaConnect access for an extended period, for example if they are on secondment or maternity leave. In such cases, select the ‘inactive’ option from the User Status drop menu. And when the user returns, reset the User Status drop menu to ‘active’.