Organisation Group Administrator

How to Add Group Users to Multiple Organisations

Users from banking groups or microfinance networks often require access to all the group’s systems within BankBI.

If you belong to a banking group or microfinance network BankBI can group all your systems within BankBI into an “Organisation Group”. This will enable you to add “Organisation Group Users” to all those systems.

An Organisation Group User can have different System Roles within each organisation’s system, from a Report Viewer only to any of the administration roles within BankBI.

If users do not need to see all organisations within the group an Organisation Group User may not be the right level of access for them. In this case if you want to give a user access to selected organisations but not all organisations within your group, then they can be given access to each organisation by a user with User Security Administrator rights in each of those organisations.

How to Add Organisation Group Users

Note: You will need BankBI to set up an Organisation Group and assign one or more Organisation Group Administrator Users to your Organisation Group.

Only Organisation Group Administrators can add Organisation Group Users.

When you add a new Organisation Group User they will automatically receive access to all organisations within your Organisation Group with their default System Roles and any default Reporting Application Menu options that are selected upon creation of that Organisation Group User.

A new Organisation Group User must have at least one System Role to enable them to log in to each organisation.

If a new Organisation Group User is not given any Reporting Application Menu options when they are created, they will not be able to see any reports for any organisations. In this case the Organisation Group Administrator will need to manually edit the Organisation Group User’s Reporting Application Menu options for each organisation.

When a new organisation is added to an Organisation Group every Organisation Group User will be given access to that organisation using their default System Roles and default Reporting Application Menu options.

For example, if a user needs to see the same reports in all organisations, they can be set up as an Organisation Group User with a default System Role of Report Viewer.

This will automatically enable them to view reports in all organisations within the group.

However, they will not be able to view any reports unless a default Reporting Menus option is added.

If you don’t want to add any default Reporting Menus options for that Organisation Group User, because they may need different Reporting Application Menu options in each organisation, then you can set the user up without these and then manually edit the Organisation Group User to add different Reporting Menus options for each organisation.

An Organisation Group Administrator can also Enable or Disable access to any or all organisations or delete the Organisation Group User. An Organisation Group Administrator can change the other System Roles to give the Organisation Group User administrator rights in any of the organisations within the group and or make Organisation Group User an Organisation Group Administrator to enable them to create, edit, delete other Organisation Group Users.

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