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User Management

  • Updated

Add User

Purpose:  To add / capture the details for a new user

Procedure:  Mouse over User Manager, Add User. The following screen will appear  

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Complete all mandatory fields marked with an X and click on Add User.

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Edit User

Purpose:  To edit / change any of the user information previously captured, or to suspend a user from having access to iVeri BackOffice.

Procedure:  Mouse over User Manager, Edit User.

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Click on the name of the user you want to edit. 

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Make the required change(s) and click on Save. The success message: “The user was successfully updated” will be displayed.

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Service Functions

Purpose:  To allocate the functions within BackOffice which you (the Administrator) want to allow the new user to have access to.

Procedure:  Mouse over User Manager, Edit User, Service Functions.

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Click on the name of the user you want to allocate functions to.

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Tick the appropriate functions allocated to the user and click Save. The success message: “The service functions were successfully updated for the user” will be displayed.

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Service Parameters

Purpose:  To allocate the Application ID and USN number to which the selected user will have access for processing transactions and viewing reports etc. in relation to the selected Service Functions.

Procedure:  Mouse over User Manager, Edit User, Parameters.

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Click on the name of the user you want to allocate parameters to.

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Tick the appropriate functions allocated to the user and click Save

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Application Parameters

Purpose:  To set the transaction……………….

Procedure:    Mouse over User Manager, Edit User, Application Parameters.

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Click on the name of the user you want to allocate parameters to and select the relevant Application.

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Allocate the application parameters (default is “No”) and click on Save when done.

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The success message: “The Application Parameters were successfully updated for the user” will be displayed.

 

Security Configuration

Purpose:  To set the Security Parameters for all users in terms of their passwords, validity, suspension, and login notifications. These parameters can only be set by the Back-Office Administrator.

Procedure:  In the menu bar, click on User Manager, scroll to and click on Security Configuration.

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Change the system defaults to suit your own requirements. Please remember that changes made to the defaults will apply to ALL users that you have given BackOffice access to.

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Note:

  • Strong Password: The default is No. This means that the password can be anything as long as it is not less than the default minimum length. If you change the default to Yes, then the users password must be a combination of alpha/numeric and special characters also not less than the default minimum length.
  • Minimum Password Length: The default is 6. You can change it to any higher number. If you do then this number will apply to ALL users.
  • Strong Username: The default is No. This means that the username can be anything as long as it is not less than the default minimum length. If you change the default to Yes, then the username must be a combination of alpha/numeric and special characters also not less than the default minimum length.
  • Minimum Username Length: The default is 4. You can change it to any higher number. If you do then this number will apply to ALL users.
  • Enforce Password Change: The default is No. This means that users will never be forced to change their passwords. If you change the default to Yes, then all users will have to change their passwords in accordance with the Password Change Frequency that you set next.
  • Password Change Frequency (days): The default is 60 days. This default is only valid if you change the Enforce Password Change default to Yes. If you do this then you can also change this number of days default to a longer period.
  • Auto Suspend Users: This is used to automatically suspend a user from accessing Back Office after a set period of time. The default is No. If you want to suspend ALL the users after a certain period of time then change the default to Yes.
  • Auto Suspend After Period (days): The default is 60 days. This default  is only valid if you change the Auto Suspend Users default to Yes. If you do this then you can also change this number of days default to a longer period.
  • Login Notification to Administrator: This is used if the Administrator wants to know every time a user logs in to Back Office. The default is No. Simply change this to Yes and the Administrator will be notified by email every time a user logs in to Back Office.
  • Keep Password Unique: This is used to set the period after which a user can use the same password again. The default is One Time. What this means is that when a users password expires after the default period of 60 days or the new period set by the Administrator, the user will have to enter a new password in accordance with the relevant settings above. They can then use their original password again after this period has expired. If you want the period longer before a previous password can be used again, select one from the drop down If you select Always, then the user will have to choose a new password every time their password expires.

After changing any of the default settings above, click on Save to effect your changes. The Administrator can change any of the above at any time.