Create/ Modify/ Delete User List for Corporate Users Print

iBusiness – User List Guide

The User List is a collection of corporate users who are intended to perform similar duties.
Corporate Admins can create, modify, or delete user lists for corporate users.

This guide covers the following actions:

• Create User List
• Modify User List
• Delete User List
• Search & View User List Details

Create User List

Follow the steps below to create a new user list:

1. Navigate to:
   User Management > User Lists

2. The system will display existing user lists. Click on ‘Create a new list’ to start a new one.
3. Select the appropriate User Type and enter the User List Name.
   (Note: Some fields may be restricted to Corporate Admins.)

4. The system will display existing users under the selected IRIM.
   If the user type is Corporate User, all corporate users under the IRIM will be listed.

5. Select the checkbox next to each user you want to include in the list. Once done, click ‘Proceed’.

6. The system will navigate to a Summary Screen to confirm the details. Click ‘Submit’ to continue.

7. After authentication, a unique reference number will be generated and sent for approval to the checker.

Modify User List

1. The system will display existing user lists in the summary screen. Use the search bar to find the relevant list.

2. Click the Edit icon for the user list you want to update.

3. Make the necessary changes (add or remove users) under User Profile, User Details, or Access Details. Click ‘Proceed’ once done.

4. Review the updated details in the summary screen. Once confirmed, click ‘Submit’.

5. After authentication, a unique reference number will be generated and sent for approval to the checker.

Delete User List

1. The system will display existing user lists in the summary screen. Use the search bar to find the relevant list.

2. Click the Delete icon for the user list you wish to remove.

3. After authentication, a unique reference number will be generated and sent for approval to the checker.

Search & View User List Details

1. The system will display existing user lists in the summary screen. Use the search bar to find the relevant list.

2. Click on the User List Name to view its details.