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Banno Business User Management

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Finances are often managed by different people at a business, all with various levels of responsibility. When a business leader needs to give account access to their employees, there are a wealth of entitlements and settings available to manage their permissions. With Banno Business’s User management, business admins can add new business users, edit details, and assign roles in Banno Online. They can also manage the overall permissions of business users, allow access to specific accounts, and control a business user’s permissions on an account-by-account basis.

Actions and activity taken by business users or on behalf of business users are captured and displayed for business users and institution admins. The types of activity that display depend upon which feed is being viewed. The business activity feed (only available in Banno People) shows every event and action taken by the user or on behalf of the user - the same as the activity feed for retail users. However, the business activity feed is an aggregation of all activity in the business and across all users and isn’t quite as granular.

Instead, this feed shows only key business actions taken by business users. Actions include but aren’t limited to the following:

  • Money movement
  • Modifying entitlements and permissions
  • Updating business and business user profile settings

Some business actions aren’t yet visible from the business activity feed. While there’s an ongoing effort to incorporate these actions into the feed, the following events do not display:

  • Bill payments
  • Payees added
  • Payees deleted
  • Transfers

If an activity event displays incorrectly or is missing information, open a support ticket so the issue can be corrected.

As new activity events occur, an activity banner displays the number of new events at the top of the feed. Clicking the banner immediately updates the activity feed to display the new events.

At the top of the activity feed, a business user can filter events by time frame, a business user’s name, and the type of event. They can also download activity history in to a .csv file.

To view activity in Banno Online, follow these steps:

  • User profile menu
  • Business management
  • Activity

Only business users with the role of Admin or Viewer can review the activity feed.

Note: To remove visibility so that the activity feed does not display to a business user, the User management entitlement must be disabled for the business user.

There are three levels of activity available in Banno Admin: Institution, Business, and Business User.

  • Banno Activity

Business-related changes and updates by institution admins create activity events in Banno Activity.

  • Banno People
  • Users
  • Business profile
  • Activity
  • Banno People
  • Users
  • Click business user
  • Activity

There are several ways to pull a list of all business users at your financial institution:

  • Option 1: Query through Cognos via the Home banking cash user file.
  • Option 2: Query the HBCLUS file directly. Going this route gives the most control over which users you pull.

This can be accessed by going to Banno Admin > Reports > Exports and requesting a copy of the User Mapping Report.

This report can be pared down to Business users by filtering column E to only blanks, deleting all resulting entries, then unfiltering column E.

Note: This only pulls business users who have logged into Banno.

To download the Manage User List from NetTeller Back Office, follow these steps:

Step Instruction
1 Navigate to Manage Users > Manage User List.
2 Select Cash Mgmt from the User type drop down.
3 Download to Microsoft Excel.
4 Open the file, remove rows 1 - 3, and enter =LEFT(B2,12) into an empty column.
5 Copy this formula to every row, then copy that column to a new spreadsheet.
6 Save the new spreadsheet as a CSV. This will produce a CSV file that includes all Business users.
Note: This will provide all the all NetTeller IDs, but not the cash management user IDs.

This report can simply be requested from Jack Henry. The data can be further cleaned up by deleting all columns except CmUserAlias. Blank users represent users that were created through Banno and are still pending, meaning they have not enrolled yet.

Note: This report may contain inactive and duplicate users.

Read frequently asked questions about user management for Banno Business. Note that user management sub-pages may have their own FAQ sections.

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