Creating a Technical user for EBICS in PassPort

About

In PassPort you must create a dedicated user that the EBICS Server can use to connect to PassPort.

In the PassPort user interface, perform the following actions to create an EBICS Server user:

• Select or create a domain
• Select or create an organization structure
• Create a user
• Change the user password
• Assign a role to the user

For detailed information about domains, organizations and users, refer to the Axway PassPort documentation.

Selecting or creating a domain

You can create a user in the default domain of PassPort or in a dedicated domain. The default domain is Synchrony.

Alternatively, you can create a new domain.

1. Open a PassPort management session and in the main page, select Access > Users and organizations.
2. PassPort opens the Users and organizations management screen.
2. On the toolbar, click the New domain icon.
3. PassPort displays the New domain configuration screen.
3. Complete the fields of the New domain configuration screen.
4. Click OK.

Selecting or creating a new organization

The user for EBICS Server must be located in a PassPort organization. You can create the user in an existing organization or create a new organization. If you created a new domain for your user in the previous procedure, you now must create a new organization in that domain.

To create a new organization:

1. Open a PassPort management session and in the main page, select Access > Users and organizations.
2. PassPort opens the Users and organizations management screen.
2. Select a domain from the displayed list of domains, then on the toolbar click the New organization icon.
3. PassPort displays the New organization configuration screen.
3. In the New organization configuration screen, enter a name for the organization, and set the Status option to Active.
4. Click OK.

Creating a user

1. Open a PassPort management session and in the main page, select Access > Users and organizations.
2. PassPort opens the Users and organizations management screen.
2. Select the organization under which you want the user and then on the toolbar, click the New user icon.
3. PassPort displays the New user configuration screen.
3. In the New user configuration screen, enter a user ID and complete the remaining fields. Make sure the user email address is correct. The server requires this address when sending messages. The email address is used to send the user password at creation time and whenever an administrator resets the password.
4. Set the User status to Active.
5. Click OK.

Changing the user password

When you create a new user, PassPort sends an email containing the access password to the address that you specified when you created the user.

To modify this password:

1. Open a PassPort management session using the username and default password of the user you just created.
2. For this first login, PassPort displays a screen that invites you to change the password for the user.
3. Enter a new password and click OK.

Assigning a role to the user

An EBICS user must possess specific rights to connect to PassPort. You assign user roles in the PassPort Security Manager.

1. Open a PassPort management session and in the main page, select Access > Authorization.
2. PassPort opens the Authorization management screen.
2. In the tree menu, select Predefined roles > Security manager.
3. In the right pane, click the User tab.
4. On the toolbar, click the Add users to role icon.
5. PassPort opens the Add users to role window.
5. Use the search fields to search for the EBICS user.
6. Select the EBICS user from the search results list, and click Add users.
7. PassPort adds the selected user to the Security manager role.

Business users

If you use PassPort AM to manage EBICS users, you also need to create Business users as described in Creating Business users for EBICS in PassPort.