Sterling B2B Integrator - Configure User Permission

You can search for a user permission from the Permissions menu.

1. Log in to Sterling B2B Integrator EBICS Client.
2. From the Permissions menu, select User permissions.
3. In the User Permission Configuration page, perform one of the following actions and click GO:
   • In the Offer name field or Bank(Host ID) field, under Search, enter either a part of or the entire offer name or bank ID for which the user permission is configured.
   • From the Alphabetically drop-down list, under List, select the letter with which the offer name or bank ID for which the user permission is configured begins.

You can edit a user permission from the Permissions menu.

1. Log in to Sterling B2B Integrator EBICS Client.
2. From the Permissions menu, select User permissions.
3. In the User Permission Configuration page, using either Search or List, locate and select the offer for which you want to edit the user permission, and click GO.
4. Click the update icon adjacent to the user permission you want to edit.
5. In the Update: Permission Information page, perform one of the following:
   • Click the add icon adjacent to Add permission to add a file format to the user permission.
   • Click the update icon adjacent to the file format.
   • Click the delete icon adjacent to the file format.
6. This step is applicable if you opted to add a permission. In the Add permission page, specify the values for the fields according to the instructions in the following table and click the add icon adjacent to Add signatories:

   Field	Description
   Order type and File format	Required. The order types and file format associated with the offer are selected by default. To restrict a user from processing some order types and file formats, clear the check box adjacent to the order type and the associated file format.
   Minimum number of signatures required	Required. Specify the number of signatures required to process the order.

   In the Add signatory page, specify the values for the fields according to the instructions in the following table and click Add signatory:

   Field	Description
   User ID	Required. From the drop-down list, select the ID of the user to whom you want to assign the permission.
   Partner name	Required. From the drop-down list, select the name of the partner associated with the user.
   Permission type	Required. Select one of the following permission types: Signer Submitter
   Authorization level	Required. If you selected Submitter as the permission type, Authorization level T is assigned to the user. You do not have to select any authorization level from the drop-down list. If you selected Signer as the permission type, select one of the following authorization levels from the drop-down list: E - Single signature A - Primary signature B - Secondary signature

7. This step is applicable if you opted to edit a permission. In the Edit permission page, specify the values for the fields according to the instructions in the following table and click Save:

   Field	Description
   Minimum number of signatures required	Optional. Specify the number of signatures required to process the order.
   Add icon adjacent to Add signatories	Optional. Click the add icon adjacent to Add signatories to add a signatory to the user permission.
   Update icon	Optional. Click the update icon adjacent to a signatory to change the signatory settings.
   Delete icon	Optional. Click the delete icon adjacent to a signatory to delete the signatory.

8. Click Finish.

You can delete a user permission from the Permissions menu.

1. Log in to Sterling B2B Integrator EBICS Client.
2. From the Permissions menu, select User permissions.
3. In the User Permission Configuration page, using either Search or List, locate and select the offer for which you want to delete the user permission, and click GO.
4. Click the delete icon next to the user permission you want to delete.