Figure: Overview of the users
As a server-based application, BL Banking Web is intended for operation with multiple users. In the user administration, you can create, change and delete users. The menu item for this page can be found in the main menu under Settings. Only users with administrator rights and those, who are authorized to manage a tenant, have access to the user administration.
In the overview, you see the users set up in the system with their names. In the right columns of the overview, you can see the banks that are set up in the system. A check mark in the line of the user means that he can see the bank in the system. Beside that, the subscriber ID is displayed. If this is missing, the user is not initialized at the bank. For users without bank access, there is no subscriber ID anyway. If only a dash is displayed, the user cannot see this bank.
In the column Administrator, a user with administrator rights is marked with a gear icon. Users who are authorized to manage a tenant can be recognized by a user icon. Additionally, you can move with the mouse over the symbol whereupon a tooltip will be displayed. The two columns to the right indicate whether a user has a bank access and the two-factor authentication is activated. Even further to the right you will find information about the last login and possible password errors.
Clicking the button New user loads the page Add user. However, if you are assigned to several tenants and also have administrator rights in them, a page will appear first where you can use checkboxes to select one or more tenants to which the new user will be added. This page will also appear if you click on Import user under More actions. The process continues with the page as for adding, with which you prepare a user for import. The actual import is then performed by the user himself. See the section Import user for this.
If you click on a row in the overview, the page for selecting tenants will not appear, but directly the page Edit user. There you can chage the name, as well as execute the the functions Reset and Lock, which you can also find under More actions. Furthermore, the license code and other information are displayed on this page.
Clicking on this button opens a dialog box, where you can enter a search term by which the overview is filtered. After a click on Submit, the dialog box closes and the overview is displayed filtered. This is also indicated by a yellow bar, where you can reset the filter.
If you mark one or more lines in the overview, the Delete button is activated. A click on it opens a dialog box, where you can confirm or cancel the deletion process. However, it is not possible to delete the user, under which you are currently logged in.
By clicking on More actions, a menu with additional items will be expanded. The actions Reset and Lock are only activated if users are selected.
Here you can reset a user and give him the opportunity to log in again if he has forgotten his password. The existing data of this user will be retained. Clicking the button Reset user opens a dialog box, where you have to assign a temporary password to the user. He has to enter this at the next logon and at the same time assign himself a new password. Then he must reinitialize himself at the banks, because the existing keys can only be opened with the old password. You can find further information about this in the section Banks - Initialization.
A user is locked if the button Lock login is clicked or, automaticall if he has entered an incorrect password five times. The button Reset password errors then appears in the column Password errors, which allows a user with administrator rights or the right to manage a tenant to remove the lock. The previously locked user now has four more login attempts before he is locked again. After a successful login he has five login attempts again. A new initialization at the banks is not necessary in this case.
This function is described further above along with Add and Edit.
The button Export overview saves a CSV file, where for all users the subscriber IDs are shown for each of the banks set up in the system. Behind it, the state of the respective user is shown in brackets.
This button is available only if a user has access to more than one tenant and also has the right to manage it. It is then possible to display only the users of the selected tenant in the overview. For more information, see the section Tenants.
Figure: Overview of the users