Bank User Search

The Bank User Search page allows you to search for an existing bank user or create a new bank user. When you locate a user, you can edit the user's setup information or delete the user.

The page includes a list of all selected bank users and, for each user, the user's unique ID number, surname, first name, email address, and whether the user's account is currently locked.

To search for a bank user:

Note: You do not need to consider character case in your search data.

1. Select either User ID or Last Name from the User drop-down menu.
2. Enter full or partial data for the user you want to find in the search entry field.

   For example, if the user ID you are searching for is “bank_csr1”, entering “bank”, “csr1”, or “1” will find this user, and any other user with an ID containing those characters as well. The more characters you enter, the fewer search results you will see.

3. Click the Search button.

   Note: You can also click the Show All button to see all users. If there are too many results, enter partial data to limit the next search, then click the Search button.

   The List of Users table displays the results of your search, listing all selected bank users and, for each user, the user's unique ID number, surname, first name, email address, and whether the user's account is currently locked.

4. Click the edit () icon for the user you wish to view more information for, or to edit user details.

To create a new bank user:

To begin the user setup process, click the Create New User button, located below the List of Users table.