User Maintenance

In this article learn HOW TO:

  • Add or Edit a User and Users Security
  • Activate/Inactivate Users
  • User Security Document
  • Administrators Vs. Super User permissions 
  • User Group Maintenance

Note:

All Users must also be added to the proper domain groups on the bank's server.

How to add a new User and User Security

New users can be added manually through the Admin tab in User Maintenance

Adding a New User

  1. From AccuAccount menu, Select Admin tab
  2. Select User Maintenance in the User/Scanning Maintenance section
  3. Select Add a new user link
  4. Define information in the following Tabs: User Details, User Security, Approval Security, Bank/Branch Security, and accuimg settings
  5. Once Tabs are complete Select Update

 

  • User Details Tab

    • User Id: If your institution is using windows authentication, this would be the windows login that is used.
    • Password: If your institution is using windows authentication/single sign on, you can leave this blank.
    • First Name:
    • Middle Initial:
    • Last Name:
    • Inactive: Yes or No option to set user to an inactive status.
    • Loan Officer: (if applicable)  * This must be selected in order for the dashboard panel to display exceptions. *
    • E-Mail Address: This field is required for report subscriptions, emailing of documents, AccuApproval workflow notifications, and electronic Quality Control notifications.
    • Allow E-Mail Sending: v2013.0.35.0+ - Check the box to permit this user to send emails from AccuAccount.

      Warning

      (Emails are sent out through the institutions server and not Outlook and is dependent on the bank's security measures at the server level.)

    • User Notes: This Field can be used by your institution to make notes about a user's permissions. For example, did you increase a user's permissions temporarily for a special project.

 

  • User Security Tab

    • Data Types: Allows you to specify which "class" the user will have access to. Whether it's a Credit, Loan, Loan Application, Deposit, or Trust. Each application's access will be dependent on whether you institution has purchased these modules, and will display regardless.
      • Credit - Allows Access to the Credit/Customer Accounts and Documents. By default if document access is granted for a different Data Type, access is automatically granted to Credit with read access.
      • Loan - Allows access to the Loan Accounts and Documents
      • Loan Application -  Allows access to the Loan Applications and Documents
      • Deposit -  Allows access to the Deposit Accounts and Documents
      • Trust - Allows access to the Trust Accounts and Documents Record Access Security
    • Admin: To assign Administrator rights to a User for any Data Type, Click the Red Squares in the Admin column.  The red square will change to a green dot indicating permission has been granted. This will grant the User access to all functions within the data type. All indicators for the row will be green. The User will have access to the Add Customer, Audit, Exceptions and Admin tabs in the top menu bar.
    • Record Access: Record Access controls the User's access at the record level. record level is defined as Credit (Customer), Loan Accounts, Deposit Accounts, and Trust Accounts. Click on the Red Squares to grand access to each function:
      • Read - Allows the viewing of Customer or Account information
      • Edit - Edit existing record information (customer, account/loan, application, or collateral)
      • Add - Add new record (customer, account/loan, application, or collateral)
      • Delete - Delete entire record (customer, account/loan, application, or collateral)
    • Document Access: Document Access controls the User's access at the document level. Click on the Red Squares to grant access to each function:
      • Read - Allows user to view document images and details
      • Edit - Edit existing documents (Editing document access gives the user permissions to edit the Document Title and Color, Document Date, Document Status, Expiration Date, Email, and Document Comments)
      • Add - Allows user to create new cub tabs/documents (Add documents access gives the user permission to "Create and Empty Document", via the left hand Edit Document Tab)
      • Delete - Delete and entire document
      • Scan - Scan documents into they system (Allows a user to scan document into the system utilizing a desktop scanner and the accuimg/AccuScan software. AccuCapture is not affected by this setting and you do not need to give a user "Scan" access if you are using AccuCapture.)
      • Scan Delete - Delete only single pages of a scan from within the accuimg/AccuScan software ONLY.
      • Upload/Merge - Upload, merge, or replace documents
      • Move/Copy - Move or copy existing documents to the Upload folder
    • Security Permissions: Controls the Users access AccuAccount Dynamic Reporting
      • Create - Allows user to create new reports
      • Export - Allows user to export report data
      • Share - Allows user to share reports
    • Administrative Settings: The Administrative Settings section includes the Super User, Exception Administration and Allow Purge Modifications settings.
    • Checking the Super User box will grant the User access to all functions for the data types, including Admin rights. All red squares will change to green dots indicating the User has access to all functions. Super Users may also perform Bank Maintenance.
    • Exception Administration will give user Reader, Editor, or Administrator rights to exceptions.
      • Reader - User is able to view the exception details and add exception specific comments
      • Editor - User is able to edit exception details, including: Assigned User, Status Type, Add Comments, and set Notice Letter status. Editor Exception access does not grant the user to modify exception definitions and the user cannot create "custom" exceptions
      • Administrator - In addition to all Editor functions, an Administrator (Exception Administration only) has the ability to Add a Custom Exception or a Custom Policy Exception on the Customer page, at the credit, loan/account, or collateral level. Administrator exception access does not grant the user to modify exception definitions globally; the user would need to be an Administrator/Super User of a Data Type to modify exceptions in a mass/global way.
    • Allow Purge Modification: Checking the Purge box Allows user to Modify Purge setting and Execute a Purge

 

  • Approval Security Tab (additional module)

    • Approval Security: If the Bank has installed AccuApproval (separate product purchase) there will be a separate tab to define the User's Approval/Underwriting Settings depending on their role in the lending process. Check the box next to each option to indicate which action the User will be able to perform.
      • Is an Approver - User's with this option will be able to take the actions that are designated in the "approver" group
      • Default Approval Limit - A default approval limit can also be set for each Approver. The default value can be overridden and chosen based on the loan type, and also new renewal applications. Please note, if you utilize the override for specific loan amounts, if you leave the amount blank for the loan type, it will use the default limit that is specified.
      • Is an Analyst - Users with this option will be able to make the actions that are designated in the "analyst" group
      • Is a Lender - Users with this option will be able to take the actions that are designated in the "lender" group
      • Is a Loan Delegate - Users with this option will be able to take actions on behalf of the assigned lender. This may be helpful for loan assistants, processors, or analysis when the lender is out of the office

For additional information on settings please see the following article, AccuApproval - Administration

 

  • Bank / Branch Security Tab

    • Bank/Branch Security: Allows you to specify whether a user has access to the banks files, each branch location, an employee files. Assess is now given/indicated with a green dot. Removal of access or non access is indicated by a red square.
      • Bank Access - Another way to remove access to the system for a user is to remove bank access. If the indicator is a red square under bank access they will not be able to access the system. This may be helpful rather than making a user inactive and reassigning exceptions. A user must have Bank Access to have Branch Access.
      • Branch Access - A user can be granted or restricted to any number of branches that are setup in your system. Please be aware that branch access is given on both the customer and account level.
      • Employee Access - Granting access to employee files within the system is generally a limited function. Those users that have access to employee files (green dot) will have access to all customers, loan accounts, and document where the designation for the customer is employee . If your institution also utilizes and "employee branch" for mapping of employee files, the user would need to have access to the "employee branch", and have the "employee file" as a green dot for access.

 

  • accuimg Settings Tab

    •  Enable Legacy Scan Module: This will enable/disable accuimg, for additional information on settings please see the following article.  accuimg-Administration
    • Scan Module Path: Is the location of the AccuScan Program on the User's PC. this path must me set properly to launch AccuScan to scan documents.
      • 32 bit - C:\Program Files\AccuSystems\AccuScan\Accuscan.exe
      • 64-bit - C:\Program Files (x86)\AccuSystem\AccuScan\Accuscan.exe
    • Scanned Images Path: Is the location of the Scanned Images Folder on the bank's server. this is where the document image files are stored. The settings below are demonstration purposes only. Please refer to you internal IT provider for the exact path to the scanned images folder on the server.
    • Scan Settings: If the User will be scanning documents, using AccuScan/accuimg and a desktop scanner, the Scan settings will need to be set. These settings can usually be copied from one user to the next. Note: If the User's PC has a 64-bit Operating System the Scan Module Path will need to include the (x86). If the Users PC is a 32- bit machine, the (x86) must be removed.

Active and Inactive Users

Active Users

The active users tab, allows administrators to add new users to the system, in addition to changing a user permissions.

  1. From AccuAccount menu, Select Admin tab
  2. Select User Maintenance in the User/Scanning Maintenance section
  3. Select Active Users Tab
  4. You can make a user Inactive one of two ways
    1. Select the Edit icon next to the users name --> Using the drop down, change Inactive to Yes --> Select Update
    2. Select the Red X next to the users name --> Select Yes to confirm user as inactive 

 Inactive Users

The Inactive users tab within Users Maintenance will display all users who have been made inactive in the system. Users are not able to be deleted due to historical information tied to the users account, however they can be made inactive which removes their access to the system.

  1.  From AccuAccount menu, Select Admin tab
  2. Select User Maintenance in the User/Scanning Maintenance section
  3. Select Inactive Users tab
  4. Select the Edit icon next to the users name
  5. Using the drop down, change Inactive to No
  6. Select Update

Administrator Vs Super User Permissions

Administrators within the AccuAccount system will have access to the following areas:

  • Audits
  • Admin Panel
  • Exception Maintenance (Mass)
  • Policy Exception Maintenance
  • Contact/Contact Type Maintenance
  • Delete documents from the upload folder
  • Delete Customer and Account Comments
  • ZenDesk/Support Portal link
  • Within System Settings: **These items were previously super user access only. However in an upcoming version, these items specifically, will be available to administrators**
  • System Log Viewer
  • Usage Statistics
  • Upgrade History
  • Evaluate/Execute Purge | Report  **Available only if a Super User granted this permission.
     

 Super User within will have all of the permissions of the Administrator above, and also the following:

  • System Settings Panel
  • Bank Maintenance
  • Grant Super User Permissions to other Users
  • Run System Updates
  • Run Purge
  • Grant Branch Access to Newly Created Branch
  • Granting Permission to Employee Files
  • Editing Participation Bank Information
  • Granting Permission to Dynamic Reporting (Create, Export, and Share)

User Group Maintenance

For more information on User Group Mainteance click the following link: AccuApproval Maintenance

 

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