Managing users

1. In the Admin tab, click Users to open the Users search screen.

2. Click + New User. The Create User screen displays.

3. In Create User enter the user's Email, the following fields then display First Name, Last Name and Phone Number.

4. Enter the information. Click Save Changes.

   Note

   The Phone Number field must be a cellphone number as this will be used for MFA to authenticate the user.

   

   Field	Description
   Name	User name. Enter the full user name to display in the browser window when the user logs into Explorer.
   Email	User email address. This address is used to log into Explorer and also serves as a recovery email for password resets.
   Status	Select a user status. User status is Inactive by default. Change it to Active when creating a user.
   User Type	This field displays Partner when the user is created.
   Roles	Select the roles to add to the user, or click Include All Roles to add all available roles to the user. Note Only the roles assigned to you will be visible. Some roles contain permissions which allow you to originate payments in Explorer. Your Explorer admins are responsible for making sure that your users are properly configured with only the appropriate user roles as well as authorized limits.
   Authorized Limits	For each field , select a dollar limit (if applicable)

5. Click Status and select Active.

6. Click Roles and select the roles you want to assign the new user. Click Save Changes.

Note

All users must be configured with the Partner Core Ready Only role.

Note

If the user is assigned the Partner Wire Origination role you must configure that user's origination limit.

7. If you're assigning the user the Partner Wire Origination role, enter a value in the Wire.Payments.Originate field to indicate the maximum dollar limit per wire. Otherwise, you can ignore this field.

8. When you finish configuring all fields. Click Save Changes.

   

9. If you have successfully created a new user a confirmation screen displays.

   

10. To complete the addition and configuration of a user, a different admin must Approve Changes.

11. The Approve Pending Changes screen displays. Click Confirm.

    

Click a user name in the Users screen. The User Details screen displays.

User Details

The main user information displays in the User Details area:

Field	Description
User ID	User ID generated by COS
Name	User name
Status	User status
User Type	This field always displays as Partner when the user is created.
Email	User’s email address
Identity Provider ID	Unique ID automatically generated by COS third-party authentication vendor
Roles	List of roles assigned to the user
Authorized Limits	List of authorized limits assigned to the user per permission

Change user details

You can edit most of the user details using the More menu in the User Details area.

To change user details:

Click in the User Details area and select Toggle Edit Mode. Most of the fields become editable.

Search for your users:

1. Go to Admin > Users.

2. Search by Id or click and enter your search parameters:

   Filter	Description
   Name	User name
   Type	User type (Internal/ Partner)
   Status	User status (Active, Inactive or Any)
   Partner	Partner name. You can click the magnifying glass to select one from the list.
   Identity Provider	ID provided by the third-party authentication vendor
   Has Changes	Yes, No or Any

3. Click Search.

   The search results display in the Partners list . Each row in the list represents an individual partner:

   Column	Description
   NAME	Partner name
   STATUS	Partner status
   TYPE	User type (Partner/ Internal)
   ROLES	Number of roles assigned to user
   PARTNERS	Number of partners accessible to user

You can perform several tasks from the User Tasks area.

Search Users

When you click Search Users in the User Tasks area, you return to the main Users screen. See Search for your users:, above.

View Notes

To view and add notes on a user:

1. Click View Notes.

   The View Notes dialog displays saved notes:

   Field	Description
   DATE	Note creation date
   SUBJECT	Note subject
   AUDIENCE	Note audience (Internal /Partner)
   CREATED BY	COS user who created the note
   Body	Note text

You can click a note in the list to view the body of the note.

To add a note:

1. Click Add Note in the View Notes dialog.

2. Enter the information in Create New Note.

3. Click Submit.

   The new note displays in the View Notes dialog. The notes are specifically for either an internal or external audience.