Configure a User Account

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  5.1 & Higher This feature is related to 5.1 and higher.

After you have created a user, Manager allows you to configure the user account to make sure the user can operate Temenos Journey platform products, such as Manager, Maestro, Exchange, and Analytics. You can also use this functionality to:

  • Reset a password,
  • Change a user account status,
  • Change user’s contact details,
  • Deactivate a user account.

To configure a user account:

  1. Select Security > User Accounts.
  2. Locate a user account and click Edit.
  3. Select the User tab to update user's details. For more information, see create a user account.
  4. Select a user account status from the Account Status dropdown list, if user's status changed, for example, the account was locked.
  5. A user account status can be one of the following:

    • Active
    • Inactive
    • Locked
    • Locked Temporarily
    • Pending
    • Rejected
  6. Click Create 2FA Key to generate a 2FATwo-factor authentication (2FA), sometimes referred to as two-step verification or dual factor authentication, is a security process in which the user provides two different authentication factors to verify themselves to better protect both the user's credentials and the resources the user can access. Two-factor authentication provides a higher level of assurance than authentication methods that depend on single-factor authentication (SFA), in which the user provides only one factor -- typically a password or passcode. Two-factor authentication methods rely on users providing a password as well as a second factor, usually either a security token or a biometric factor like a fingerprint or facial scan. key and send it as an email to the user to complete the account configuration. If you have already configured 2FA, the Reset 2FA Key button is shown.  |   18.11 This feature was introduced in 18.11. Use this functionality to reset your verification code, for example, when you want to set up the 2 step verification in Work Space.
  7. Note

    You must select the 2 Factor Authentication Required checkbox for this process to work.

  8. Click Save to update the changes.
  9. Assign roles to a user account.
  10. Assign organizations to a user account.
  11. Assign form spaces to a user account.
  12. Assign groups to user account.
  13. Configure user role expiry.
  14. Configure user group expiry.
  15. Click Save to update the changes.

Next, learn how to create a user profile.