Internet Banking Corporate Internet Banking Module Corporate
Contents
1. Sy Saeees e te Internet Banking Corporate Internet Banking Module Corporate Admin User Manual Table of Contents Corporate Menu Corporate gt Create corporate user Assigning Menu to New User Notifying a New User about Creation of his her User Account Corporate gt Manage corporate user Corporate gt Reports Corporate gt Report gt TX Activity Report Corporate gt Manage Verification Message Procedure to Change Login Password Corporate Admin Questions and Answers Page 2 Page 2 Page 4 Page 4 Page 5 Page 9 Page 10 Page 12 Page 13 Page 14 Page 15 S Saan d Tet Internet Banking Corporate Admin User Manual 1 Corporate Menu Logging in for the first time When a corporate admin user logs for the first time this user has to accept Terms and Conditions of online banking The user is required to change login password After this the user needs to login again with the new password to use online banking Using corporate menu This is the main menu for Corporate Internet Banking Under this menu the corporate admin can create corporate transaction creators verifiers normal users change menu access to existing users block and unblock users and see transaction activity reports 2 Corporate gt Create corporate user Under this menu the corporate admin can create three types of users These users are corporate transaction creator corporate transaction verifier2. Utility Payment NTC Postpaid Utility Payment NTC Land Line Utility Payment Credit Card Payment Utility Payment Link Credit Card Payment Utility Payment eSewa A c Message Inbox Message Compose Message Sent n ppu ppn gpn gin a ppn ppu Setting Change Login Password xI Setting Change Transaction Password Setting Link Transfer Setting TV Setting Link Credit Card Setting Copyright Global Bank Ibanking 2009 2010 All right Reserved i lt Done Internet f 7 R100 The admin can check or unchecked menu items as required and the press Modify to commit changes The corresponding user whose menu was modified can see the changes after next login Page 8 of 16 REA IA I fel BANK LTD Ul Internet Banking Corporate Admin User Manual 5 Corporate gt Reports Under this menu the corporate admin can see transaction activity reports The list of reports is sorted in the order newest first That is the transaction that was modified most recently appears on the top In this page the corporate admin can also see the daily transaction limits imposed by GlobalOnline administrator and the number of transactions as well as total amounts transferred in today s transactions CORPORATE 4 Corporate Report Recent Transaction Activities Transferable Amount Limit PerDay No of Transaction PerDay Transaction Amount PerTransaction Total
3. and normal i banking user EJ ACCOUNT MESSAGE SETTING HISTORY CORPORATE Corporate Create Corporate User Password Requirement e Password length must be 7 to 25 characters Password must be alphanumeric User Type Creator v Username Password Confirm Password Transaction Password Confirm Transaction Passwor Copyright Global Bank Ibanking 2009 2010 All right Reserved Done Page 2 of 16 am Internet Banking Corporate Admin User Manual User Type Username Password Confirm Password Transaction Password Confirm Transaction Password SARA Tella ED fel BANK LTD Select Creator or Verifier or Normal from the list This is the username assigned to a user The username must be an email address lf this is a valid email address then creator and verifier users will get automatically generated email notifications whenever they initiate or verify transactions This is the login password The password must be 7 to 25 characters and must be alphanumeric This is to confirm login password again This is the transaction password This can be same as login password However for added security measures it is recommended that this password be different than the login password Like login password this password also must be 7 to 25 characters and must be alohanumeric This is to confirm transaction password
4. must notify these users about their account creation Page 4 of 16 Ss socks n do fi Internet Banking Corporate Admin User Manual 4 Corporate gt Manage corporate user This menu allows changing password of current creator normal verifier users blocking unblocking such users and also allows changing menu access of such users 3 BGS AS Tele coe THE ACCOUNT MESSAGE SETTING HISTORY CORPORATE Corporate Manage Corporate User Corporate Transaction Creator Corporate Transaction Creator Corporate Transaction Creator Corporate Transaction Verifier Corporate Transaction Verifier Corporate Transaction Verifier Copyright Global Bank Ibanking 2009 2010 All right Reserved Done Global Online block Change Password Change Menu Access block Change Password Change Menu Access block Change Password Change Menu Access block Change Password Change Menu Access block Change Password Change Menu Access block Change Password Change Menu Access gi Change Password When this link is clicked login and transaction password for an existing creator normal verifier user can be changed Page 5 of 16 LL Internet Banking Corporate Admin User Manual Yy SSS SE 3 eT wYU pa Voit ry ACCOUNT MESSAGE SETTING HISTORY CORPORATE Corporate Change Password ae 2ss ord Recurement aa e i Password length must be 7 to 25 char
5. admin has created three verifier users then the maximum value for Verifications Required field is three The corporate admin can assign values of zero one two and three in this scenario Why is Verifications Required field even required Many organizations may not want a transaction to be committed immediately when it is initiated They may want at least one level of verification That is they may want additional user to verify that all entries in a given transaction are correct before the transaction gets committed Organizations that want more than one level of verification can create multiple verifier users set Verifications Required field to the maximum allowed and have all verifier users verify a transaction for it to commit Page 15 of 16 Sy Saeed o Tel Internet Banking Corporate Admin User Manual Can a transaction be immediately committed directly without verifications Yes this can happen when the admin changes Verifications Required to zero All new transactions get committed immediately when they are initiated by creator user Why cannot the corporate admin create or verify transactions The role of corporate admin is solely to create new creator normal and verifier users change Verifications Required field and monitor progress of transactions How to monitor progress of existing transactions The corporate admin can use menu Reports to see a list of recent transactions All transactions will be listed on n
6. 10 to Sep 19 2010 SALARY TEMPLATE EXCEL FILE SALARY TEMPLATE SALARY TEMPLATE SALARY TEMPLATE Here the admin sees an icon next to a transaction The icon represents the state of a transaction There are three types of icons that exhibit three states of a transaction La This icon tells that a transaction is pending That is a transaction has been initiated but it has not been committed or rejected Pa This icon tells that the transaction has already been rejected This icon tells that the transaction has already been verified by required number of verifiers and has been committed Page 11 of 16 S SRA d Tet Internet Banking Corporate Admin User Manual 6 Corporate gt Manage Verification In this menu there is a parameter called Verifications Required The number here determines when a transaction is committed In other words it is the number of times a transaction needs to be verified one verifier verifying a transaction only once in order for the transaction to commit By default when a new corporate account is created the value for Verifications Required will be 0 The admin can change this value and then start creating users The minimum value for this field is 0 When this field is set to 0 a transaction created by a creator immediately gets committed Thus in this scenario a verifier user does not need to verify a transaction The maximum value for this field is equal to the number of veri
7. Amount Transferred Of Transaction Performed ri Transaction Type Transaction Activity Dashain Bonus from cel Ex EXCEL FILE Total 10 of Rs 0 1 Internet A Q Page 9 of 16 D SARA Jeldel Go fe Internet Banking Corporate Admin User Manual 5 1 Corporate gt Report gt TX Activity Report Alternately the corporate admin can click this link called Tx Activity Report to see transactions occurring within a specified time frame 3 SASRA Tela 60 fe Global Online HISTORY CORPORATE MESSAGE SETTING ACCOUNT Corporate report romoae Ag 20 To Date Sep 19 2010 fu Show Transactions Copyright Global Bank Ibanking 2009 2010 All right Reserved Done Here From Date The date from which the report is to be started To Date The date to which the report is to be stopped at The admin can click on calendar icon next to the From To Date data field and select appropriate date from the calendar Then the admin cal click on Show Transactions that will show a report of all transactions that happened during the specified timeframe For both Recent Transaction Activity and Tx Activity Report the corporate admin can click on Detail link which appears in a transaction to see details of a given transaction Page 10 of 16 Sy SRA e Tel Internet Banking Corporate Admin User Manual gt Transaction Activities from Aug 1 20
8. acters lange Passwort e Password must be alphanumeric Username Password Type Login Password y New Password Confirm Password Copyright Global Bank Ibanking 2009 2010 All right Reserved Done Here Username If the corporate admin has already created corporate creator normal and verifier user s then the admin will be able to select such user from the list Password Type The admin can select Login Password or Transaction Password from the list New Password The new password must be typed here Confirm Password The new password must be confirmed here One the form is filled the corporate admin can do one of the following Click on Change Password This will change the login or transaction password of the selected user Click on Cancel This will cancel the change password process Note The corporate admin cannot change self account password here This menu is to change login and transaction password of other users The corporate admin must use Settings menu to change his her password Page 6 of 16 S SaR d Tet Internet Banking Corporate Admin User Manual Corporate gt Manage Corporate User continued Now on the main Manage corporate user screen the admin can see the list of creator and verifier users for the corporate account 3 SiG aS lda do I Global Online ACCOUNT MESSAGE SETTING HISTORY CORPORATE Corporate Manage Corporate User Cor
9. again Once these parameters are entered press Create User to create a new user Page 3 of 16 Se Soreas Tela o Tei Internet Banking Corporate Admin User Manual 3 Assigning menu to new user After the creator has pressed Create User the new user is not yet created The creator has to assign menus to the new users The creator can check or uncheck menu items that are to be assigned to the new user and then press Create User to commit Change Menu Access Menu Name Account Information i E Account Details xI Account Mini Statement x Account Full Statement Fund Transfer Self Link Transfer Fund Transfer Third Party Transfer Request Cheque Book Request Request Stop Payment Utility Payment NTC Prepaid Utility Payment NTC Postpaid Utility Payment NTC Land Line Utility Payment Credit Card Payment Utility Payment Link Credit Card Payment Utility Payment eSewa A c Message Inbox Message Compose See ee ee ee ee ee ee ee ee ee ee Message Sent x _ Setting Change Login Password Done Internet fa 100 3 1 Notifying New User about Creation of his her User Account A new creator normal or verifier user created by corporate admin does not automatically get notified by Global bank about creation of online banking account This is because these users are created by corporate admin Therefore the corporate admin
10. and Answers How to create a new user The corporate admin can create new creator normal and verifier users by using the menu option Create corporate user How to change user login and transaction password The corporate admin can change own account s login password by using Settings menu under general internet banking To change other user s password the corporate admin must use Manage corporate user menu How to block and unblock a user The Corporate Internet Banking portal does not allow deletion of an existing creator normal or verifier user However it does allow blocking of a user account The admin can use Manage corporate user menu to block a corporate user account The admin may later decide to unblock this account To do this the admin can use the same Manage corporate user menu to unblock an existing user account What is Verifications Required field The verifications required filed denotes a number that needs be reached for a transaction to be committed If this number is set to one which means after one verifier user has approved a transaction that the transaction gets committed If this number is set to zero then a transaction immediately gets committed when a creator user initializes the transaction What is the limit on Verifications Required field The minimum value for this field is zero The maximum value for this field is equal to the number of verifier users active in the system For example if the corporate
11. ewest first order Transactions that are pending initiated but not committed and transactions that are already closed committed or rejected will be displayed How to see transaction history for all transactions The admin can also use Tx Activity Report menu to see a list of transaction activities within a specified time frame The admin can click on Detail link on each transaction to view its details Why does the Corporate Admin see multiple transactions in mini or full statement for one corporate transaction A corporate transaction has N accounts be credited When it commits the corporate admin will see N transactions in account mini full statement This is because when a corporate transaction is processed it commits one account at a time That is for every transaction the operative account will be debited and the account to be credited is credited with the amount specified for that transaction Page 16 of 16
12. fier users active in the system For example the corporate admin has created 4 verifier users Then the admin can set maximum value for this field to 4 This maximum limit is enforced because a verifier can verify a transaction only one time If Verifications Required is greater than the number of verifier users then a transaction may never get committed despite being verified by all verifier users The corporate admin can update this Verifications Required field between 0O and maximum limit imposed by the system To update Verifications Required field enter a number on the form and press Update All transactions that are initiated after this update will carry this Verifications Required parameters and these transactions will commit only after reaching the required number of verifications 3 SLOsas TAN dp fi Global Online ACCOUNT MESSAGE SETTING HISTORY CORPORATE Corporate Manage Verification Required Verification Required E Maximum 3 Page 12 of 16 S SRA d Tet Internet Banking Corporate Admin User Manual 7 Message lf the message menu is enabled for corporate admin account this user will be able to send and receive message to from e Global Bank Online Banking Administrator e All Creator Normal Verifier users created by this corporate admin user BANK vo Joada dd fi Global Online ao ACCOUNT MESSAGE SETTING HISTORY CORPORATE Message inbox The default menu under Message is I
13. nbox where the admin can view message sent by other users Similarly all messages sent by the admin can be see on Sent menu The user can click delete link next to a message to remove the particular message from the system To compose a message click Compose Then select a name from the list write the subject write the message and click Send ACTOUAT MESS ALE SETTING HISTORY CORPORATE Fa i F D Ey hom Page 13 of 16 SF aaa do te Internet Banking Corporate Admin User Manual 8 Procedure to Change Login Password lf the corporate admin s user account has Setting menu enabled the admin user can change his her internet banking account s login password Please note that the admin user does not have authority to do transactions Therefore the admin user will not receive and also will not be able to change transaction password ACCOUNT MESSAGE SETTING CORPORATE Change Login Password Setting Change Login Password Password Requirement e Password length must be 7 to 25 characters Password must be alphanumeric e Password may contain some special characters like _ etc 4 Old Password New Password Confirm Password Copyright Global Bank Ibanking 2009 2010 All right Reserved lt Internet fp Ri00 Page 14 of 16 Sy Saeed o Tel Internet Banking Corporate Admin User Manual 9 Corporate Admin Questions
14. porate Transaction Creator block Change Password Change Menu Access Corporate Transaction Creator block Change Password Change Menu Access Corporate Transaction Creator block Change Password Change Menu Access Corporate Transaction Verifier block Change Password Change Menu Access Corporate Transaction Verifier block Change Password Change Menu Access Corporate Transaction Verifier block Change Password Change Menu Access Copyright Global Bank Ibanking 2009 2010 All right Reserved Done Under User Type column the corporate admin can see the type of corporate user which is one of the following Corporate Transaction Creator Normal I Banking User and Corporate Transaction Verifier The admin can do one of the following for each user Block Unblock When this link is clicked the corresponding user account will be blocked Please note that the corporate admin cannot delete a user account he she can only block it To unblock a given user account the admin can click unblock link that appears next to a blocked account Change Password This feature has already been discussed above Change Menu Access Upon clicking on this link the corporate admin can see the current internet banking menu access given to a creator or verifier user Page 7 of 16 SARE Iriel AG Tet BANK LTD Internet Banking Corporate Admin User Manual Request Stop Payment Utility Payment NTC Prepaid
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