CREATION OF USERS

MANUAL
 CONTENTS

System
Administrator Have any
System Checker Function Questions?
Administrator Important
Maker Function Reminders
Page 18
Page 26
Page 4
Page 25
 CREATION OF
TRANSACTIONAL USER/S

I. System Administrator
Maker Functions

II. System Administrator

Checker Functions

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System
Administrator
Maker Functions

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

System Administrator Maker

- Initiates the creation/editing/deletion of users, account numbers, and set user roles
for the Company’s Digibanker access. All initiated transactions made by System
Administrator Maker will be subject for approval of the System Administrator Checker.

A. Create User
- This function enables the System Administrator Maker user to create users for the
company and set roles for other users.

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

1. In your browser, go to https://sbcdigibanker.securitybank.com/portal

2. Login as ADMINMAKER. Go to Administration then click User Maintenance

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

3. List of users will appear. Click on “Add User” button

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

4. Enter all the required details on the

Add User Account page.

• User ID – refers to the nominated User

ID to be assigned to the created user
• First name and Last Name – enter the
complete name of the user for creation

Note: Skip other fields; scroll down to

OTHER DETAILS

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

5. Enter all the required details on the Add User Account page.

OTHER DETAILS:
• Contact Number – user’s registered mobile number to receive the initial password and succeeding One Time Pin
(OTP). Input the complete phone number with country code and mobile number without the plus (+) sign.
Should not contain dialing prefixes such as 0 or 00.

• Email Address – user’s registered email address to receive notification. This is also where the Company ID and
User ID for Digibanker will be sent

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

6. Assign the Authorization Level for the created user.

Important Note: This is a mandatory step. Failure to assign roles level will restrict the user to create/verify/ approve
transactions in Digibanker.

➢ For Maker user – please select MAKER on the dropdown list

➢ For Authorizer/Funder user – please select ‘A / B / C / D’ on the dropdown list depending on your
company’s workflow setup.

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

7. Assign the Roles Level for the user being created. Tick the radio button beside the role.

Important Note: This is a mandatory step. Please select one role per user only.

Example: If the created user is a Maker, select ‘Maker’ on the radio button selection

Notes:
➢ To enable to user to view balances and summary of enrolled account number/s, click the check box
beside the ‘General’ field.
➢ Verifier and Releaser is currently not supported in DigiBanker 2.0

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

The following are the user roles that may be assigned to a user:

Maker – initiates transactions, which will then be subject for approval.

Verifier* – ensures that transaction details are correct after being uploaded by the Maker and before it
can be seen by Authorizer/s for approval.
Authorizer – approves transactions uploaded by the Maker.
Releaser* – selects which transactions will be processed first after approval of Authorizer/s. Funder –
combination of Maker and Authorizer ID; can upload and approve transactions.
Inquirer – for inquiry of accounts and/transactions only; may not initiate or approve transactions.

* Verifier and Releaser roles are not yet available in DigiBanker 2.0. The default workflow set-up for Digibanker is
Maker – Authorizer. After the Maker user creates a transaction, it will be automatically be queued to the Authorizer
user for approval.

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

8. On the selection box under Roles Section, click the applicable service/s that will be available to the
user then click on Add button.

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

Important Note:

• DO NOT select ‘Corp_Admin_Maker and ‘Corp_Admin_Checker’ on the list of services. These

services are only applicable for System Administrator Maker and System Administrator
Checker users only.

• To enable to user to view balances and summary of enrolled account number/s, select
‘Account Services’* and ‘Cash_General’** on the selection box of applicable service/s.

*Account Services – This will allow user to view account’s details, status and balance, Viewing and downloading
of Account statement

**Cash_General – Displays the dashboard on the home page after login. The dashboard will display transactions
that are pending for approval.

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

9. All added service/s will then be transferred to the bottom box. Validate correctness and completeness
then click Submit

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

10. A pop-up window will appear. Click OK.

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 SYSTEM ADMINISTRATOR MAKER FUNCTIONS

11. The request will now be pending for approval of System Administrator Checker.

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System
Administrator
Checker Functions

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 SYSTEM ADMINISTRATOR CHECKER FUNCTIONS

System Administrator Checker (ADMINCHECKER/PWORDADMIN)

- Approves/Rejects/Return creation/modification/deletion of users, account
number/s, services and user roles initiated by the System Administrator Maker.

A. Approve/Reject/Return Users
- This function enables the System Administrator Checker user to approve, reject or
return user/s created or modified by System Administrator Maker.

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 SYSTEM ADMINISTRATOR CHECKER FUNCTIONS

1. In your browser, go to https://sbcdigibanker.securitybank.com/portal

2. Login as ADMINCHECKER. Go to Administration then click User Maintenance

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 SYSTEM ADMINISTRATOR CHECKER FUNCTIONS

3. On the List of Users Account Page, click on the question mark “?” icon beside the user for approval.

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 SYSTEM ADMINISTRATOR CHECKER FUNCTIONS

4. Review all details then click

on Approve.

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 SYSTEM ADMINISTRATOR CHECKER FUNCTIONS

5. To reject or return the

item, enter the remarks on the
comments text box then click
Reject or Return button.

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 SYSTEM ADMINISTRATOR CHECKER FUNCTIONS

6. A pop-up window will appear. Click OK.

Important Note:
Once enrolled users have been approved by the System Administrator Checker, user credentials (i.e., Company ID and
User ID) will be sent to user’s registered e-mail address while initial password will be sent to user’s registered mobile
number.

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 IMPORTANT REMINDERS
- DigiBanker is accessible from 9:00 am to 9:00 pm

- Your user ID will be locked after three (3) invalid

attempts of entering your password or OTP. If you
forgot your password, see Forgot Password
procedure to avoid getting locked out.

- All defined DigiBanker users are equipped with

two-factor authentication as an additional security
measure. A license fee of PHP500 per user profile,
in excess of the first three (3) transactional users,
will be collected on an annual basis.

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 We have beefed-up our Helpdesk team dedicated to answer your queries

Dedicated Helpdesk What this means for you

Call (02) 8887-9188

Press 1 to agree to the Data Privacy

Notice then option 4 then press 2
should you wish to speak to a
DigiBanker Specialist

You now have You will wait Your concerns

one dedicated less on hotline will be
Email the DigiBanker attended to
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[email protected]

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