To create new user profiles

  1. On the CitiDirect navigation bar, click Access Management, and then click User Profile.  The User Profile Summary Form appears.

  2. Click the Input Tab.  All user profiles with a "Processed" or "Repair Req'd" status appear.

  3. Click New.  A blank User Profile Detail Form appears.  Note:  A red asterisk ( * ) identifies all required fields.

  4. In the First Name field, enter the first name of the new user.

  5. In the Last Name field, enter the last name of the new user.

  6. In the Middle Name field, enter a middle name, if applicable.

  7. In the Initials field, enter initials, if applicable.

  8. The Enabled check box defaults to selected.  This check box must be selected for the user to sign on.

  9. In the Street Address field, enter the street address of the new user.

  10. In the Building Floor/Room field, enter a building or room number, if applicable.

  11. In the City field, enter the city where the new user resides.

  12. In the State/Province/Territory field, enter the state, province, or territory where the new user resides.  Note:  You must enter the two-character abbreviation in all capital letters.

  13. In the Country field, click the Library Look-Up button and select a country from the library list.  Note:  If you manually enter the country code, you must enter the two-character abbreviation in all capital letters.

  14. In the Zip/Postal Code field, enter the zip code or postal code.

  15. In the Telephone field, enter the telephone number.  Remember to include any area or country codes.

  16. In the Time Zone field, click the drop-down arrow and select the appropriate time zone.

  17. In the Citigroup Employee ID field, select the type of ID and enter the new user's employee ID.

  18. In the User Account Type field, click the drop-down arrow and select either Omnibus Account or Sub Account.

  19. In the E-mail field, enter the new user's email address.  If no email address is available, check the box to indicate that this is the case.

  20. The Allow User Access to Days fields default to the current date (Start Date) and to one year later (End Date).  To change the default, click the drop-down arrow and use the calendar or use the date spinner to enter the first and last dates when the user can access the system.  Note:  The user will not be able to access CitiDirect on or after the specified End Date.

  21. The Allow User Access to Time fields default to 24-hour access (Start 00:00 and End 23:59).  To change the default, use the up and down arrows to enter the earliest and latest times within a 24-hour period that the new user can access the system.

  22. If this user has existing credentials that are to be used with CitiDirect or you want to assign a Secured Password ID, click New in the Credentials list box.  The Details Dialog box appears.  Note:  If the user does not have existing Citibank credentials and he or she requires full access to CitiDirect, a SafeWord™ card and security credentials will be issued once this profile is authorized and processed.  Transaction initiation and access management are examples of functionality that require full access.

  23. In the Credential Type field, click the drop-down arrow and select one of the following:

  24. Click Submit.  The Details Dialog box clears and the specified Credential Type and ID appear in the list box.  Note:  A user may have more than one credential type.  Once all credential types have been specified, click Cancel to return to the User Profile Detail Form.

  25. The Days of the Week field defaults to seven (7) days.  To change the default, select the days of the week the new user can access the system.  To select multiple days, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  26. Click Submit.  The form clears and the user profile proceeds to the next step in the process as defined by Flow Control requirements.

  27. If you want to create another user profile, repeat steps 3 through 23.

Notes: