Manage User Lists Next Gen CIB (iBusiness Web Portal) Print

Overview

A User List is a group of corporate users who perform similar roles or responsibilities within the organization.

Corporate Administrators can use the User Lists feature to:

• Create a User List
• Modify a User List
• Delete a User List
• Search for and view User List details

User Lists help simplify the management of groups of users by allowing administrators to organize users into a single list for easier administration.

Access User Lists

To manage User Lists:

1. Log in to iBusiness.
2. Navigate to: User Management ➜ User Lists

The system will display all available User Lists.

Create a User List

Step 1: Create a New List

1. From the User Lists screen, click Create a New List.

Step 2: Enter User List Details

1. Select the required User Type.
2. Enter a User List Name.
3. The system will display users based on the selected user type. 
   • If Corporate User is selected, all corporate users linked to the selected IRIM will be displayed.
4. Select the checkbox next to each user you want to include in the list.
5. Click Proceed.

Step 3: Review and Submit

1. Review the User List details on the Summary screen.
2. Verify that the correct users have been selected.
3. Click Submit.

Step 4: Authenticate the Request

Complete authentication using one of the following methods:

iBusiness App Authentication

• Approve the request through the iBusiness Mobile App.
• Complete biometric or device verification.

Google Authenticator

• Open Google Authenticator.
• Enter the generated One-Time Password (OTP).

After successful authentication:

• A unique reference number will be generated.
• The request will be routed to the designated approver for authorization.

Modify a User List

Step 1: Locate the User List

1. From the User Lists screen, use the search bar to locate the required User List.

Step 2: Edit the User List

1. Click the Edit (pencil) icon   next to the User List.
2. Make the required changes, such as:
   • Adding users
   • Removing users
   • Updating User Profile information
   • Updating User Details
   • Updating Access Details
3. Click Proceed.

Step 3: Review and Submit Changes

1. Review the updated User List details.
2. Verify all changes.
3. Click Submit.

After authentication, a unique reference number will be generated and sent for approval.

Delete the User List

1. Click the Delete (trash) icon   next to the User List.

2. Review the request.

3. Authenticate the request when prompted. 

After successful authentication:

• A unique reference number will be generated.
• The request will be routed to the approver for authorization.

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. Or select the user ID from the drop-down menu 

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