CERSAI 2.

0 User Management
User Manual

TATA Consultancy Services Ltd.

01 - July - 2020
Version 1.2
CERSAI 2.0 – User Management User Manual ver. 1.2

Document Revision History

Version Date Revision / Changes Author Reviewer

1.0 01-July-2020 CERSAI 2.0 User Management Robin Khan Shaloo Bokolia
1.1 07-Dec-2020 Get Entity PUA, Delinking Robin Khan Shivi Chhabra
Forgot Password, Add Security Question, Amend
1.2 17-Dec-2020 Parul Verma Shivi Chhabra
Security Question

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CERSAI 2.0 – User Management User Manual ver. 1.2

Table of Contents

........................................................................................................................................................................... 0

Document Revision History............................................................................................................................... 1

CERSAI 2.0 USER MANAGEMENT ........................................................................................................................... 3

User Creation .................................................................................................................................................... 3

User Amendment .............................................................................................................................................. 7

Get Entity PUA................................................................................................................................................. 11

DS Delinking .................................................................................................................................................... 13

Reset Password ............................................................................................................................................... 15

Change Password ............................................................................................................................................ 17

Forgot Password ............................................................................................................................................. 19

Add Secret Question ....................................................................................................................................... 27

Amend Secret Question .................................................................................................................................. 29

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CERSAI 2.0 – User Management User Manual ver. 1.2

CERSAI 2.0 USER MANAGEMENT

New users can be created and existing users can be amended in the CERASI 2.0 Portal. Following functionality are
available under User Management:

• User Creation
• User Amendment
• Reset Password
• Change Password
• DS Delinking
• Get Entity PUA
• Add Secret Question
• Amend Secret Question

User Creation
Primary user Administrator of the registered entities will be able to create further users of their entity themselves.
Admin user can also create Primary user Administrator and a new user below their hierarchy.

Each user that will be created in CERSAI will be assigned a User Code. User Code will be generated by the system
and will be unique for each user across the entities

Click on Login button on top right-hand side, a window will pop-up where user will enter credential. After
plugging Digital Signature Class III ,user will enter valid credential, captcha and click on Login button.

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After Successful Login, Home page come on the screen

Click on the Menu button adjacent to CERSAI logo and Open User Creation Page using path User Management ->
Creation

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User Creation Form open

Mandatory fields are marked with asterisk (*) sign. These fields cannot be left as blank.

Fill all the mandatory details in the Form and click on Submit Button.

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Address Details of the User will capture under Office Address Details

Click on Submit button to create User Id.

On clicking on Submit Button, User Id is successfully created and message appears on screen: Password Link
Successfully Generated for Login Id.

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User Amendment
Primary user Administrator of the registered entities will be able to amend their users of their entity themselves.
Admin user also amend Primary user Administrator and a user below their hierarchy.

Click on the Menu button adjacent to CERSAI logo and Open User Amendment Page using path User
Management -> Amendment

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User Amendment Form open

Enter Login Id to be Amend and click on Submit

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On Clicking on Submit Button, User Amendment Form open and user can perform following activities as part of
User amendment:
o Update user's details like address, email id, name, DOB.
o Temporarily make the user inactive.
o Make an inactive user active.
o Permanently deactivate a user.
o Assign or update the user's role.

User can Update details of existing user and click on Submit button

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On clicking on submit button, User Id is successfully updated and message appears on screen: Details are updated
successfully.

Get Entity PUA

All users of the registered entities have access to the Get Entity PUA functionality. User can check the details of
active PUA details in Get Entity PUA.

Click on the Menu button adjacent to CERSAI logo and Open Get Entity PUA Page using path User Management ->
Get Entity PUA

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Entity PUA details display on screen.

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DS Delinking
Admin/PUA users of the registered entities have access to the DS Delinking functionality.

Click on the Menu button adjacent to CERSAI logo and Open DS Delinking Page using path User Management ->
DS Delinking

Enter Login Id from which user Id needs to be delink and Click on submit button

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“Delink successfully” message display on screen in case Digital Signature is linked on the entered User Id.

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Reset Password
Click on the Menu button adjacent to CERSAI logo and Open Reset Password Page using path User Management -
> Reset Password

Enter Login Id and click on Generate Password Link

Link is successfully generated and sent to registered email Id of the user.

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Link generated using Reset Password will be available for 72 hours. User can set password using the link received
on the registered email id.

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Change Password
Click on the Menu button adjacent to CERSAI logo and Open Change Password Page using path User
Management -> Change Password

Enter Login Id and click on Submit

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Change Password form open

Fill all Mandatory (*) Fields in form and Click on Change password

Password successfully changed message display on screen.

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Forgot Password

User can use Forgot Password functionality to reset their own password by using the combination of secret
question & Date of Birth.

In case Secret Question is not set, then user can contact to their Primary User Administrator for the same.

Functionality is provided to the user pre-login as well as post-login.

Pre-Login

User click on the Forgot Password

Forgot Password page open

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Enter Login Id and click on Get Security Question

Security Question details appear on screen

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Enter Security Answer and select Date of Birth.

Click on Submit.

Upon entering correct security question details, New Password field appear on screen.

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Enter New Password and Confirm New Password.

Click on Submit.

Password successfully changed message display on screen.

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Post Login

Click on the Menu button adjacent to CERSAI logo and Open Change Password Page using path User
Management -> Change Password and in change password page Forgot Password option is available.

Click on Forgot Password button

Forgot Password form open

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Enter Login Id and click on Get Security Question

Security Question details appear on screen

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Enter Security Answer and select Date of Birth.

Click on Submit.

Upon entering correct security question details, New Password field appear on screen.

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Enter New Password and Confirm New Password.

Click on Submit.

Password successfully changed message display on screen.

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Add Secret Question

User can use Add Secret Question functionality to set secret question if not already been set by the user.

Click on the Menu button adjacent to CERSAI logo and Open Add Secret Question Page using path User
Management -> Add Secret Question

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Add Secret Question form open

Select Authentication Question and enter Answer

Click on Submit button

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Secret Question successfully added.

Amend Secret Question

User can use Amend Secret Question functionality to update secret question/answer set by the user.

Click on the Menu button adjacent to CERSAI logo and Open Amend Secret Question Page using path User
Management -> Amend Secret Question

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Amend Secret Question form open

Secret question set by the user is automatically displayed.

Enter Answer and click on submit.

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Amend Secret Question transaction is successfully completed.

=========================END OF DOCUMENT===========================

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