Please follow the below links to setup your iBusiness Profile from the Administrator Token.
Step 1: Creating New Users
- The first step in setting up your iBusiness Profile is creating users.
- To know how, proceed to our article: How to Create A New User?
- To setup users with View and Maker roles, you will need the following information:
- User Name
- Email Address
- UAE Mobile Number (To receive OTP for token activation)
- To setup users with Checker and Approver roles, you will need the following information:
- User Name
- Email Address
- UAE Mobile Number (To receive OTP for token activation)
- Passport Copy or Emirates ID Copy
- If users opted for digital token (soft token), refer to our article: How to Download Digital Token for Android? or How to Download Digital Token for iPhone? to get the device binding ID.
- Note: If Administrator has maker - checker workflow, please have the Administrator Approver log-in and approve the User Creation before proceeding to the next step
Step 2: Mapping the Accounts to the Users
- The next step is to map the Account Numbers to the users, please follow the article: Setting Up Your Accounts
- For Users with View Access only, they can now proceed to activate their token and log-in by following our articles:
- For Users with Maker / Checker Access, proceed to the 3rd step to assign the Users in their respective groups
- Note: If Administrator has maker - checker workflow, please have the Administrator Approver log-in and approve the User Creation before proceeding to the next step
Step 3: Assigning the Users in Groups
- To assign the Makers and Approvers in Groups, please follow the article: Setting Up User Groups
- Note: If Administrator has maker - checker workflow, please have the Administrator Approver log-in and approve the User Creation before proceeding to the next step
Step 4: Creating Authorization Workflows
- The last step in setting up your iBusiness Profile for Transaction Package is setting up your Authorization Workflow. To know how, follow our article: Setting Up Your Authorization Workflow
- Note: If Administrator has maker - checker workflow, please have the Administrator Approver log-in and approve the User Creation before proceeding to the next step
Congratulations, your iBusiness Profile is now setup and ready to use! The users can now proceed with the below steps to activate and login to their Profiles.
For further information, please refer to the following related articles available on iServe:
- iBusiness Setup - FAQ (Frequently Asked Questions)
- Frequently Asked Questions on Authorization Workflows
- How to Enable Mobile App Access for Corporate Users?