Creating a User

You can create users in User Administration.

  1. Select Administration > User Administration.
    Note: If you are an ATM Driving Product Administrator, you must select the institutions you want to work with from the View Administrator Settings for drop-down box.
  2. Select Create a New User.
    A blank row appears.
  3. Fill out the necessary fields.
    The Extension, After Hours Phone, Phone2, and Phone3 fields are optional.

    To give a user multi-FI access, select more than one FI in the FI(s) Assigned column.

    Note: If you are a JH admin, only the FIs you selected in the View Administrator Settings for drop-down box are available.
    Note: The email address entered for the user must not already be in the system.
  4. Select a role from the Role Type Assigned drop-down list.
    If you do not select a role, the new user defaults to a View Only role.
  5. Select Save.
    The new user is created and available for immediate viewing. The user receives an email with a link to reset their password. The old password becomes invalid.
    Note: A user must correctly answer a security question before the password can be reset. If security questions and answers have not previously been set up, that is done at this point.