Edit User Profile

An EBICS user can be under either one partner or multiple partners. A user should always be associated with a partner to enable exchange of EBICS messages.

To edit a user profile:

  1. From the Administration menu, select EBICS > Subscription Manager > Profile Manager > User Configuration.
  2. In the User Configuration page, using either Search or List, locate and select the user ID you want to edit, and click Go.
    You can click the user ID to view the user profile settings. You can click Show All next to Associated Partners in the User Settings summary page to view the user status, user role (transport or signatory), the certificates (signing, encryption, and authentication), and other details of the partner ID associated with the user.
  3. Click edit next to the user ID you want to edit.
  4. In the User Configuration page, enter the values for the fields listed in the following table and click Next.
    Field Description
    User Name Required. Specify the name of the user.
    Address Line 1 Optional. Specify the address of the user.
    Address Line 2 Optional. Specify the address of the user.
    City Optional. Specify the name of the city.
    State or Province Optional. Specify the name of the state or province.
    Country/Region Optional. Select the country or region.
    Zip or Postal Code Optional. Specify the zip code or postal code.
    Time Zone Optional. Select the time zone.
    E-mail Address Optional. Specify the e-mail address of the user.
    Telephone Number Optional. Specify the phone number of the user with the country code and state code.
  5. In the Associated Partners page, perform any of the following actions
    • Click add to add a new associate partner.
    • Click edit next to the associate partner you want to edit.
    • Click delete next to the associate partner you want to delete.
    • Click suspend next to the associate partner you want to suspend.
    Click suspend to suspend and stop the user from transacting further. After the user is suspended using this suspend option, initialization by sending INI and HIA is not possible. Suspension can only be revoked by the bank by clicking Reset.
  6. This step is applicable only if you opted to add a new associate partner or edit an existing associate partner.
    The bank assigns a set of permissions, order types and file formats, to a user based on the contract.
    In the Associated Partners: User Settings page, specify values for the fields listed in the following table, and click Next.
    Field Description
    Associate Partner  
    Partner ID Required. Specify the partner to which a user is associated in the Partner ID field. A user can be under many partners. You can also select a partner ID from a list of Partner IDs by clicking the Lookup icon next to the Partner ID field.
    Mailbox Settings  
    Upload Mailbox Path Required. Specify the mailbox path for the uploaded messages. You must assign a mailbox path to store the unpacked messages from an EBICS request.

    The mailbox is auto-created if the User ID, Partner ID, and Inbox Settings are not specified. A default mailbox path is set if no value is provided.

    If the mailbox (User ID, Partner ID, Inbox), already exists in Sterling B2B Integrator and if you leave this field blank, an error message asking you to specify the default mailbox path is displayed.
    Note: Ensure that the mailbox path starts with a forward slash (/).
    Download Mailbox Path Required. Specify the mailbox path for the downloaded messages. You must assign a mailbox path to store the messages that are packaged as part of an EBICS response.

    The mailbox is auto-created if the User ID, Partner ID, and Outbox Settings are not specified. A default mailbox path is set if no value is provided.

    If the mailbox (User ID, Partner ID, Outbox) already exists in Sterling B2B Integrator, and if you leave this field blank, an error message asking you to specify the default mailbox path is displayed.
    Note: Ensure that the mailbox path starts with a forward slash (/).
    Archive Mailbox Path Required. Specify the mailbox path for archiving the downloaded messages. You must assign a mailbox path to store the messages downloaded by an FDL request, for example, Payment Status Report (PSR).

    The mailbox is auto-created if the User ID, Partner ID, and Archive Settings are not specified. A default mailbox path is set if no value is provided.

    If the mailbox (User ID, Partner ID, Archive) already exists in Sterling B2B Integrator, and if you leave this field blank, an error message asking you to specify the default mailbox path is displayed.
    Note: Ensure that the mailbox path starts with a forward slash (/).
  7. In the Associated Partners page, click Next.
  8. In the Confirm page, verify the user configuration settings.
    Click Show All next to Associate Partner(s) to view the list of partners associated with the user. After verifying all user configuration settings, click Finish.