Customer Security Administrator (CSA) Guide · CSA Guide User Creation/Assign User Page 2 from 9...

Customer Security

Administrator (CSA)

Guide

Version: 08.06.2017

CSA Guide

INTRODUCTION

e-AmBiz is your Online Banking facility that keeps you up to date on yourcompany’s account status. It also gives you the control you need tomanage your day-to-day transactions around the clock.

CSA or Customer Security Administrator is the administrator assigned bythe director(s) with the following roles;a) Primary Security Administrator acknowledges recipient of tokens and

Secondary Security Administrator to acknowledge recipient of PINMailers

b) to create and manage other users that initiate and approvetransactions

c) ensure the user do not share their ID and Pind) to be either Payment Maker or Payment Authorizer

Access will be blocked if any CSA or users login e-AmBiz after 3 attemptsof wrong Response. Please contact helpdesk to unblock the access.

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IntroductionUser Creation/Assign User• Maker• Checker

Reactivate User• Maker• Checker

Re-initialise login• Maker• Checker

HelpdeskFor help on e-AmBiz, you may reachour Contact Centre at:T | +603 2178 3188F | +603 2171 3080E | [email protected]

Business Hours:Monday – Thursday: 8.45am to 7.00pmFriday: 8.45am to 6.00pm

mailto:[email protected]

CSA Guide

User Creation/Assign User Page 2 from 9

For 1st Admin User – as Maker to create / assign user

1

2

Click on “User” & then click “Maker”.

Click on the “Add” button.

3

Key in the preferred “LOGIN ID” in the User Code column.

Key in the “User Name” of the user.

Note:For User Name, A maximum of 10 characters is allowed, no special characters allowed, e.g: .,!@?;

4

Step 5: Click on the “Drop down arrow” for the Group Code.

5

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6

Select the group of the User. Eg. “TEST-MAKER” for Maker Group.

7Select under Login Authenthication Method & then choose “Token”.

Click on the “Drop Down Arrow” to assign Token Number.

8

9 Select the “Token Number” to assign for the User.

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Repeat the same steps from Step 1 till Step 11 for the other types of user creation

a) Maker Group

b) Authoriser Group

Click on the “Save” button.

Click “OK” to save.

Remarks: “Record Saved Successfully” will be displayed.

Your login ID will appear as <User id>-<Token number> Eg. MAKER-A995232

Remarks: “Record Saved Successfully” will be displayed.

Your login ID will appear as <User id>-<Token number> Eg. MAKER-A995232

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For 2nd Admin User – as Checker to authorise

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2

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4Click “OK” to save.


Select “Accept” to authorise. Otherwise, select “Reject” to cancel.

Click on “User” & then click “Checker”.

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Reactivate User Page 6 from 9

For 1st Admin User – as Maker to reactivate user

1

2

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Click on “User” & then click “Maker”.

Click on the “Search” button to view the user listing.

Click on the “User Code” of the user with Inactive status.

From dropdown list, select “Modify”.

4 5

Click “Submit”.

6

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8

Change Active/Inactive status to “Active”.



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Reactivate User Page 7 from 9


1Click on “User” & then click “Checker”.


2

3


4


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Re-initialise login Page 8 from 9

For 1st Admin User – as Maker to re-initialise login

Click on “Re-initialiaseLogin” & then click “Maker”.

1

Click on the “Re-initialise” button. 3

2

4

Key in the “User Login ID”

Click “OK” to re-initialise

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Re-initialise login Page 9 from 9


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123456ATEST-123 TESTER TEST-MAKER

1

Click on “Re-initialise Login” & then click “Checker”.


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Customer Security Administrator (CSA) Guide · CSA Guide User Creation/Assign User Page 2 from 9...

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