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Users

Users are created during the app onboarding process. That is to say, a new user will be created when the bank customer signs up in the mobile bank app and their data is verified.

The Users subsection in AS includes the Set User Password, the Block User, the Unblock User and the Delete User pages. Refer to the sections below to learn more about each of these actions available.

On the Set User Password page (Utilities > Users > Set User Password), you can configure a new password for a specific app user. Use this feature whenever an app user requests a password reset. Refer to the instructions below to learn how to set a password.

  1. Go to the Set User Password page (Utilities > Users >Versions).

  2. The page opens, where you configure the settings to set a new password.

    1. In the Domain field, click the arrow and select a domain from the drop-down menu. The domain corresponds to the segment to which the user is associated. If only the default domain exists, select it.

    2. In the User ID field, enter the ID of the user for whom you want to set the password.

    3. In the Mode field, click the arrow and select an option to define the action related to the password setting. Select Password set to change so that the password is temporary—it will allow the user to log in, but they will be required to change the password before they can operate. Select Password set activated so that the password allows the user to operate normally and they won't be required to change the password.

    4. In the Password field, enter the password. By default, the characters appear hidden as you type. Click the eye icon to show the password.

    5. In the Confirm Password, enter the password again, which must match the text in the Password field. By default, the characters appear hidden as you type. Click the eye icon to show the password.

    Note

    All the fields in this page are mandatory.

  3. Click Confirm. A pop-up message appears informing you that the password for that user was successfully changed.

If there are any issues with the user or domain, a message pops up reading User/Domain not found and all the fields will clear so you can try setting the password again.

On the Block User page (Utilities > Users > Block User), you can block one or more active users. Refer to the instructions below to learn how to block a user.

Caution

Once an active user is blocked, they won't be able to access the app and can no longer operate unless they are unblocked. Depending on the project conditions, a blocked user won't be able to either validate their password or enter a token.

  1. Go to the Block User page (Utilities > Users > Block User).

  2. The page opens, where you configure the settings to block a user.

    1. In the Domain field, click the arrow and select a domain from the drop-down menu.

    2. In the User ID field, enter the ID of the user you need to block. Click the field and enter the user ID of the user you want to block. Once you enter the full user ID, enter ";" so that the text turns into a chip. To eliminate a user ID, click the X icon. You can enter up to ten user IDs.

  3. If the system was able to block the user or all the users you entered, a success message appears. If the system couldn't block one or more users, a message indicates that some users were not blocked.

  4. Then, you are redirected to the Block User page, which shows a list of the users you attempted to block and their status together with a description. The Status can be Blocked or Unblocked. If the user was successfully blocked, the Description field appears empty, and if the user couldn't be blocked, this field shows the associated error code.

If you need to retry blocking a user or block more users, click Block more users.

On the Unblock User page (Utilities > Users > Unblock User), you can unblock one or more users. Refer to the instructions below to learn how to unblock a user.

Caution

Once a user is unblocked, they become an active user and can start operating in the app again.

  1. Go to the Unblock User page (Utilities > Users > Unblock User).

  2. The page opens, where you configure the settings to unblock a user.

    1. In the Domain field, click the arrow and select a domain from the drop-down menu.

    2. In the User ID field, enter the ID of the user you need to block. Click the field and enter the user ID of the user you want to block. Once you enter the full user ID, enter ";" so that the text turns into a chip. To eliminate a user ID, click the X icon. You can enter up to ten user IDs.

    3. In the Mode field, select the mode under which the app user will be unblocked. The modes available result from the rule USER_PSW_SET_MODE_ENABLED_LIST.

      Click the arrow and select an option from the drop-down menu, which includes actions that must be performed by the app user once it is unblocked: select No password so that the app user has to configure a new password to operate; select Temporary password, so that the app user has to change the temporary password before the time limit set by the rule expires; or select Confirmed password so that the app user is able operate using the password previously defined and is not required to change it.

  3. If the system was able to unblock the user or all the users you entered, a success message appears. If the system couldn't unblock one or more users, a message indicates that some users were not blocked.

  4. Then, you are redirected to the Unblock User page, which shows a list of the users you attempted to block and their status together with a description. The Status can be Unblocked or Not Unblocked. If the user was successfully unblocked, the Description field appears empty. If the user couldn't be unblocked, this field shows the associated error code.

If you need to retry unblocking a user or unblock more users, click Unblock more users.

On the Delete User page (Utilities > Users > Delete User), you can delete one or more active users. Refer to the instructions below to learn how to delete a user.

  1. Go to the Block User page (Utilities > Users > Delete User).

  2. The page opens, where you configure the settings to delete a user.

    1. In the Domain field, click the arrow and select a domain from the drop-down menu.

    2. In the User ID field, enter the ID of the user you need to delete. Click the field and enter the user ID of the user you want to delete. Once you enter the full user ID, enter ";" so that the text turns into a chip. To eliminate a user ID, click the X icon. You can enter up to ten user IDs.

  3. If the system was able to delete the user or all the users you entered, a success message appears. If the system couldn't delete one or more users, a message indicates that some users were not eliminated.

  4. Then, you are redirected to the Block User page, which shows a list of the users you attempted to block and their status together with a description. The Status can be Deleted or Not Deleted. If the user was successfully deleted, the Description field appears empty. If the user couldn't be deleted, this field shows the associated error code.