Sterling B2B Integrator - Configure User Permission

User permissions define the offers, order types, and file formats, an EBICS Client user can process on EBICS Client. User permissions are derived from the offer created for the bank.

You can assign one of the following permission types to a user:
  • Signer: A signer or signatory signs or rejects an order. A submitter can submit the order only after the required signatures are obtained. A signer cannot submit the order for which the signer is the signatory.
  • Submitter: A submitter can submit an order after the designated signer signs the order.
    Table 1. Authorization levels
    Authorization level
    Permission type
    Description
    ESignerSingle signature. E is the strongest authorization level.
    ASignerPrimary signature
    BSignerSecondary signature
    TSubmitterTransport signature. Transport signatures are not used for authorization of bank-technical orders, but for authorized submission to the bank’s system.
    If the Electronic Signature (ES) value is set to 1, then a single signature of E or A authorization level is sufficient to process an order. If the ES value is set to 2, then a combination of E or A and B is required to process the order. However, only authorization levels T and E are supported in French banks. ES value is set to 0 in case of key management order.
    Note: EBICS specification does not permit a combination of two secondary ES authorization levels (that is, authorization level B) for processing an order.

You can create user permissions from the Permissions menu.

To create a user permission, complete the following steps:

  1. Log in to Sterling B2B Integrator EBICS Client.
  2. From the Permissions menu, select User permissions.
  3. In the User Permission Configurations page, next to Create new permission, click GO.
  4. In the Create: Permission Information page, from the Offer name drop-down list, select the name of the offer for which you want to configure user permissions.
    The bank ID associated with the offer is displayed. The add icon to add permission is also displayed.
  5. Click the add icon.
    The Add permission page is displayed.
  6. In the Add permission page, specify the values for the fields according to the instructions in the following table and click the add icon next to Add signatories:
    Field
    Description
    Order type and File formatRequired. 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 next to the order type and the associated file format.
    Minimum number of signatures requiredRequired. Specify the number of signatures required to process the order.
  7. 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 IDRequired. From the drop-down list, select the ID of the user to whom you want to assign the permission.
    Partner nameRequired. From the drop-down list, select the name of the partner associated with the user.
    Permission typeRequired. Select one of the following permission types:
    • Signer
    • Submitter
    Authorization levelRequired. 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
  8. Click Save and click Finish.

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

To search for a user permission, complete the following steps:

  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.

To edit a user permission, complete the following steps:

  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 formatRequired. 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 requiredRequired. 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 IDRequired. From the drop-down list, select the ID of the user to whom you want to assign the permission.
    Partner nameRequired. From the drop-down list, select the name of the partner associated with the user.
    Permission typeRequired. Select one of the following permission types:
    • Signer
    • Submitter
    Authorization levelRequired. 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 requiredOptional. Specify the number of signatures required to process the order.
    Add icon adjacent to Add signatoriesOptional. Click the add icon adjacent to Add signatories to add a signatory to the user permission.
    Update iconOptional. Click the update icon adjacent to a signatory to change the signatory settings.
    Delete iconOptional. 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.

To delete a user permission, complete the following steps:

  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.

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Sterling B2B Integrator - Managing Profiles in EBICS Client

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Sterling B2B Integrator - EBICS Client User

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