to view detailed instructions.When a User Profile is created, CitiDirect determines the type of security credentials the user will need. Once authorized and submitted to Citibank for processing, each User Profile initiates the mailing of security credentials to users who will need SafeWord™ ID credentials or the electronic transmission of secured passwords to Security Managers for users who will need Secured Password credentials.
In addition, a user may associate other Citibank security credentials with CitiDirect. Use the User Profile Detail Form to add, edit, or delete security credentials associated with the current user profile.
Click to view detailed instructions.
To add additional credentials to a user profile:
On the CitiDirect navigation bar, click Access Management, and then click User Profile.
Click the Input Tab. All user profiles with a "Processed" or "Repair Req'd" status are listed.
Select the User Profile to which you would like to add credentials.
Click Go to Details. The User Profile Detail Form appears.
In the Credentials list box, click New. The Details Dialog box appears.
In the Credential Type field, click the drop-down arrow and select a credential type. If the user wants to use existing Citibank credentials within CitiDirect, select the appropriate credential type: "CBII User ID" or "SpeedCollect ID."
In the Credential ID field, enter the ID that corresponds to the selected Credential Type. This is required. For example, if you selected CBII User ID, enter the CBII User ID currently assigned to this user. Note: If a user's assigned Access Profiles grant access to view-only functionality, a Secured Password ID is automatically assigned. The associated Credential ID is generated by Citibank and communicated electronically to each Security Manager.
Click Submit to add this credential to the current user profile.
If necessary, repeat steps 6 through 8 to add more credentials to the current user profile.
Notes:
To close the Details Dialog box and return to the User Profile Details Form, click Cancel.
To clear the data listed in the Details Dialog box, click Clear.
To edit existing credentials in a user profile:
On the CitiDirect navigation bar, click Access Mgmt, and then click User Profile.
Click the Input Tab. All user profiles with a "Processed" or "Repair Req'd" status are listed.
Select the User Profile associated with the credential you want to edit. To select multiple user profiles, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines.
Click Go to Details. The details of the first selected user profile appear on the User Profile Detail Form.
In the Credentials list box, select the Credential Types you would like to edit.
Click Edit. The Details Dialog box, containing the details of the first selected credential type, appears.
In the Credential ID field, edit the Credential ID (SafeWord™ Card serial number, CBII User ID, etc.).
Click Submit to update this credential type in the current user profile. If multiple credential types are selected, the next credential type appears. If the Detail Dialog box contains the details of the last selected credential type, the User Profile Detail Form appears. Note: If you selected multiple credential types to edit and you do not want to edit the current credential type, click Next to edit the next selected credential type.
On the User Profile Detail Form, click Submit to submit the current user profile. Any credential changes are not effective until the modified user profile is authorized.
If multiple user profiles were selected, the details of the next selected user profile appear. Repeat steps 5 through 9 to complete editing all selected user profiles. Note: If you do not want to modify the current user profile, click Next. The details of the next selected user profile appear. When the detail form contains the details of the last selected user profile, click Next or Submit to return to the summary form.
Notes:
To clear the data listed in the Details Dialog box, click Clear.
If all selected credentials have been viewed, clicking Next returns you to the User Profile Detail Form.
To delete credentials associated with a user profile:
On the CitiDirect navigation bar, click Access Mgmt, and then click User Profile.
Click the Input Tab. All user profiles with a "Processed" or "Repair Req'd" status are listed.
Select the user profile associated with the credential you would like to delete.
Click Go to Details. The User Profile Detail Form appears.
In the Credentials list box, select the credential you would like to delete. To select multiple credentials, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines.
Click Delete. The credentials are removed from the credentials list box.
To change a user from SafeWord to Secured
Password:
On the CitiDirect navigation bar, click Access Management, and then click User Profile.
Click the Input Tab. All user profiles with a "Processed" or "Repair Req'd" status are listed.
Select the User Profile you would like to change.
Click Go to Details. The User Profile Detail Form appears.
In the Credentials list box, click New. The Details Dialog box appears.
In the Credential Type field, click the drop-down arrow and select Secured Password ID.
The Credential Value field is automatically filled with the user ID.
Click Submit to add the secured password ID to the user profile.
Click Cancel to close the Details Dialog box and return to the User Profile Detail Form.
In the Credentials list box, select the SafeWord ID and then click Delete.
The SafeWord™ credentials are removed from the user profile.
Notes:
If the user is logged on while the changes were being made, the user will still have full access until the session is over.
Once the change is authorized, the user will no longer be able to access CitiDirect using the SafeWord ID.
To change a user from Secured Password to SafeWord:
On the CitiDirect navigation bar, click Access Management, and then click User Profile.
Click the Input Tab. All user profiles with a "Processed" or "Repair Req'd" status are listed.
Select the User Profile you would like to change.
Click Go to Details. The User Profile Detail Form appears.
In the Credentials list box, click New. The Details Dialog box appears.
In the Credential Type field, click the drop-down arrow and select SafeWord™ ID.
If the user already has a SafeWord Card, enter the serial number in the Credential Value field. If the credential value field is left blank, a new SafeWord card will be sent for the user.
If the SafeWord serial number is not known, a new user must be created.
Click Submit to add the SafeWord ID to the user profile.
Click Cancel to close the Details Dialog box and return to the User Profile Detail Form.
Note:
Full access will not be enabled until the user signs on with a SafeWord ID.