Edit User Permission

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 format or BTF Service Required. The order types and file format or BTF Service 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 ID Required. From the drop-down list, select the ID 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. Click the Update Icon in the Update: Permission Information page. Specify the values for the fields according to the instructions in the following table in the Edit permission page 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.