Defining users

Various users need to perform different tasks while working with Fusion Cash Management (FCM). You can group users performing a similar set of tasks in a single role so that they inherit the rights assigned to the role.

The key characteristics of a FCM user are:

• For every user who needs to use FCM, you must create a User ID and assign the user to a role.

• Though a user inherits the rights and privileges assigned to its parent role, you can also assign individual rights to the user. However, such rights must be lesser than the rights associated with the parent role. You cannot modify privileges at the user level.

• If you make any changes to the existing rights of a role, these changes are not applied automatically to the users within the role. If All is not selected, you need to apply the renewed rights manually to each user within that role.

• You must disable all users belonging to that role before disabling the role.

• You cannot edit the access rights of the role that you belong to.

1. Navigate to Security.

2. Click Users. The Users page is displayed.

3. Defining a user involves the following steps:

Adding a new user

Specifying user permissions

Approving a user

4. You can customize the table settings, column settings, and group by features. For more information, see Customizing summary information page.

Page element	Description
Filters	You can narrow down the required definitions by using the company name, user name, nBOL user Id, and role filter criteria. You can also filter records based on the following status:
	• New • Approved	• Modified • Enable Request • Suspend Request	• Suspended • New Rejected • Modified Rejected	• Suspend Request Rejected • Enable Request Rejected • Submitted
	To see a sample image, Click here. To clear the pre-defined filter settings, click Clear Filters. Retaining Filters: Selected filter values are retained for the period that you are logged in even when you navigate to other pages. Filters values are reset to default only after you logout of the system or clear filters.
Group by	Existing users are listed on the grid.
Actions	The various actions that are possible on a user definition are: • Submit: Select the definition and click Submit to send the definition for approval. • Discard: Discard the last activity performed on the definition. • Approve: Select the definition and click Approve to approve the definition. • Reject: Select the definition and click Reject. Specify the reject remark on the popup and click OK. • Enable: Enable a definition that was earlier disabled. • Suspend: Suspends a definition. • Unlock: Select a user and use the link to unlock a user. For more information about unlocking a user, see unlock user. The Unlock option primarily serves the purpose of User Login Maintenance, which is required when a user cannot log on to the application or is disconnected from the system. This may happen for reasons, such as user closing the browser without logging off or the connection time outs resulting in the forced User ID locking. In such a case, you can unlock the user ID lock, to enable the user to log on to the system again. • Reset User: For more information, see reset user. • An administrator can reset the user information in the following cases: – When a user executes three retry login attempts that were defined in the system and is locked to access the system. – When a user forgets the password and is therefore unable to log in. • On the Reset User Info screen following functions can be performed: – Clear a logged in user. – Enable a disabled user. – Reset the password of a user.
Selection box	Select the check box and perform the required action to be taken on the corresponding user.
Select drop down	Enables you to perform following actions: • Modify Record: Click to modify details of the user. • View Record: View the user details. • View History: View the history of creation and approval of user details. Alternatively, you can right click on a row to perform these actions. When you single click on a row, the View or Modify page is displayed based on the status of the record. The next possible action to be taken on the record is displayed in the drop-down list based on the status of the record.
Create New User	Allows you to create a new user.
Export	You can export the summary information to the required format such as XLS, CSV, and TSV. If you want to export header details, select the With Header check box.
Report	You can generate a PDF report of the summary information.
View	Click to see or set number of records on a single page.

Following is example of Users page:

Where to go from here

Adding a new user

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