How to Modify User Details Next Gen CIB Print

This guide provides step-by-step instructions to modify user details in Next Gen CIB using the iBusiness platform. It covers profile updates, access changes, and authentication requirements.

Step 1: Access User Management

1. Log in to iBusiness using your Corporate Admin credentials.
2. Navigate to User Management > Users

Step 2: Select and Edit the User

1. Search for the required user from the list.
2. Click on the user profile.
3. Click the Edit (pencil) icon  to modify user details.

Step 3: Update User Profile Details

1. Modify the required user information (e.g., name, contact details, etc.).
2. Ensure all mandatory fields are completed correctly.

Step 4: Update Access Type and Authentication Method

1. Modify the Access Type, if required:
   • Initiator
   • Authorizer
   • Initiator & Authorizer
   • Viewer
2. Select or update the authentication method:
   • Biometric Login (using the iBusiness app)
   • Mobile Based TOTP (Google Authenticator)
   • Desktop Based TOTP

Step 5: Manage Financial Configuration

1. Add or remove Financial Configurations as required.
2. Update user subscriptions and permissions based on business needs.

Step 6: Review Changes

1. Navigate to the Summary Review screen.
2. Verify all updated details, including: 
   • Profile information
   • Access type
   • Authentication method
   • Financial configurations

Click Submit after verifying all details.

Step 8: Authenticate the Request

Complete authentication using one of the following methods:

• Mobile App Authentication
  • Approve the request via the iBusiness mobile app notification using biometric/device authentication
• Google Authenticator
  • Enter the OTP (One-Time Password) generated in Google Authenticator

Result:
A confirmation message will be displayed with a reference number.

Step 9: Approval (If Maker–Checker is Enabled)

If a Maker–Checker setup is configured: 

• The request is routed to a Checker/Approver.
• The Approver must review and Approve or Reject the request.
• The update is applied only after approval.

Helpful notes

• Always verify user identity before making changes.
• Ensure the correct access level and permissions are assigned.
• Confirm the appropriate authentication method is selected.
• Carefully review all changes before submission to avoid errors.
• Track the reference number for audit and troubleshooting.
• Maintain proper Maker–Checker segregation where applicable.