Note: User permissions should be in place to onboard a corporate user. If not, please contact your Bank Administrator.
Step 1: Login into CIB > Click on User Management > Users
Step 2: 1.Click on Create a New User
Step 3: Input user details in each section. Fill out all the mandatory fields marked with a red asterisk.
- Fill our all the mandatory fields marked with a red asterisk.
Step 4: Fill in User Profile Information
Step 5: Fill in the User Details section
| User ID | Enter User ID |
| User Access Type | Select the access type for the user (Authorizer, Initiator, or Both).f the user is authorizer, you will need to upload the identification document. |
| Login Authentication | This will be selected by default, based on what is enabled for your corporate by the Bank Administrator. |
Step 6: In Access Details section, add the appropriate Financial Configuration for the user and enable the FCC trade subscription.
Step 7: For adjustments, navigate to the appropriate section and update the details.
Step 8: Once completed, review the transactions and click on Submit. You will receive an acknowledgment if the request has been successful.
Step 9: Once the create user request is approved, an email notification will be sent for approval intimation setting up user access, roles and permissions on iTrade.