User Information

Within Administration, the User Information page provides a master list of the users who are set up on ScotiaConnect, including the following information:

• First and last name—click name to view the user’s detail page
• User ID
• User Group
• Security Token Type
• Restrictions
• Status
• Last Sign In
• Pending services
• Actions

1. On the User Information page, use the checkbox to check all or check individual user(s) you want to either "Restrict" or "Allow" access
2. Below the list is a dropdown menu from which you can choose from to;
   • Restrict Digital Token
   • Allow any Security Token
   • Restrict Mobile App Access
   • Allow Mobile App Access
3. Click the "Apply" button to perform the action you chose
4. You will see a pop-up window asking if you are sure you want to proceed with your chosen action
   • Click "Yes" to continue
   • Click "No" to cancel the action

There are four levels of users in ScotiaConnect. Each has different levels of access and control over other users.

1. Super User – Full Access – These Super Users have access to all the business functionality of ScotiaConnect and also have full administrative capabilities for assigning privileges to other users.
2. Super User – Admin Only – These Super Users only have access to the Administrative functions for assigning privileges to other users and do not have access to the business functionality of ScotiaConnect.
3. General User – Will only have access to business functions and do not have the ability to change any privileges belonging to other users.
4. Administrative Users – They can be any General User that also belongs to a group to which the Administrative service is assigned. These users have access to the Administrative functions for assigning privileges to other users.

ScotiaConnect has mandatory sensitive services that always require a second user to approve the action before it is completed. They are:

• Wire Payments
• Requests for Transfer
• EFT Payments
• Real Estate Payments

When your company signed up for ScotiaConnect, it had the option to select ‘Setting up and changing Entitlements requires approval from a different User’ on the service request. If so, then all services are treated as Sensitive Services, meaning that a second user approval will be required whenever:

1. A service is added to a user group
2. A user is added to a user group
3. A service has a new function enabled within a service

If you did not choose the ‘Setting up and changing Entitlements requires approval from a different User’ option, then only mandatory Sensitive Services will need a second approval.

If a user is assigned to a group that has access to Sensitive Services (see above), the service(s) will be set to ‘Pending’ status for that user.

Access to these services must be approved by a user who is in a group that has been given access to the User Information function under the Administration service.

How to approve a pending service for a user:

1. On the User Information page, click on that user’s ‘Approve services’ link in the Action column.
2. You will be then be taken to the Approve User Pending Services page. All pending services will be listed with check boxes next to them.
3. To approve the services. Check the check-box next to each service you want approved.
4. Then click on the “Confirm” button.
5. ScotiaConnect will prompt you with a dialogue asking you to confirm your action; click “Ok”.

You may wish to set up additional ScotiaConnect users. New users can be added to your ScotiaConnect service clicking the “Request a New User” button (top right of the User Information page).

This request must be started by a Super User or administrative user with access. Navigate to Administration and select User Information in the sub-menu.

1. Click the name of the user you wish to recover.
2. On that user’s profile there will be a “Recover Password” button to click.
3. A Super User must enter his or her own password and click the “Sign & Submit” button. The Super User will then be shown an authorization code, which must be provided to the user being recovered.

Once that is done, there are steps the user being recovered must complete:

1. Check for an email from no_reply@scotiabank.com about the recovering request that contains a reference number.
2. Go to the ScotiaConnect Sign In page and click the 'Recover Password' link.
3. Provide the authorization code from a Super User.
4. Provide the reference number from the email noted above.
5. Create a new password as instructed.

• Request a New User
• User Group Information
• Add/Remove Users from a Group
• Approve User Group Pending Services
• My Profile
• Change Password
• Manage Security Q&As
• Related Tutorial Videos