Create and Activate a User

This is the alternative flow to creating a user and activating the Online and Mobile Banking without the checker approving the activation. It is a method to embed the Online and Mobile Banking solution in another flow such as an onboarding process or a loan/ mortgage origination. This functionality consists of:

• collecting the data about the user (the screen below is purely demonstrative)
• activating the user x customer without the implication of the back-office of the bank
• gives rights on accounts and transactions.

1. Open the FintechOS Portal.
2. Access the page Create and Activate User.

   The page is available by opening the console and copy pasting the code:

   Copy

   ebs.goToUrl(ebs.getBaseUrl() + '/Main#/customform/FTOS_IB_CreateAndActivateUser')

3. Fill in the fields:

   

   Field	Mandatory	Description
   Customer PIN	Mandatory	Insert the user's Personal Identification Number.
   User First Name	Mandatory	Insert their first name.
   User Last Name	Mandatory	Insert their surname.
   Username	Mandatory	Insert a unique username (used to log into Online and Mobile Banking). It must contain 10 characters.
   Email	Mandatory	Insert the user's email. It must be unique in the database.
   Password	Mandatory	Insert the password. The password must match the password policy in place.
   Confirm Password	Mandatory	Re-insert the password.

4. Click Submit. The outcome is that the user is associated with the customer, the status is Active in User Client List and in the section tab Account/Transaction Selection the user has rights on all accounts and all types of payments.
   NOTE  
   We recommend opening Account/Transaction Selection after the user was created to modify the rights as needed.