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Optima administration gives you the flexibility to manage your com=
panies, funding accounts, and also to supervise the access controls to vari=
ous benefit programs and applications. Access control allows you to configure fine-grained access control to secure your pro=
grams and resources.
Feature Update
Adding Companies helps large organizations to create mu= ltiple legal companies to manage their workforce effectively. This feature = is coming shortly. Contact Zeta to add more companies.
A = company is a logical grouping of all active benefit programs including the = beneficiaries= . Create and manage one or multiple legal companies running un= der your parent organization for your convenience and as per policy. This f= eature is useful when you have a large workforce of employees with various = horizontals and verticals in different geographical locations and you need = an efficient group system to manage their overall benefit programs. =
By default, a company is created during the sign up process so you= can get started with the fund transfer activities. For instance, your comp= any name is "Go India Go" in the screen illus= trated below.
Log into the Zeta Optima platfor= m
From the left navigation space, =
go to Admin Console > Companies under Corporate Tools menu. The company page appears.
Follow the steps 1-3 as mentione= d in Viewing Companies section.
Click a company under the
On this screen, view all ac=
tive benefit programs running under the company. Notice the total number of=
beneficiaries associated with the active programs at the bottom of th=
e screen.
On selecting a particular active program, you will be redirected to Opti= ma Benefit Program section that lets you administer the respective tax bene= fit instruments.
Se= e Managing Funding Accoun= t to learn about opening a funding account, adding funds or tran= sferring funds to other accounts and many more.
Zeta Optima platform is now equipped with a robust user entitlement syst= em which is based on RBAC or role-based access control mechanism. This woul= d permit and forbid requests to new users based on what roles they are asso= ciated with. Roles become primary handles of access to various entities and= programs in Optima platform.
The idea behind role-based user management is to permit an Optima user t= o access only a subset of the universal set of privileges as defined in rol= e(s) rather than unrestrained access to all entities and operations.
Feature Update
This release allows you to only create users with admin privileges, havi= ng full access to the Optima dashboard. The other fine-grained privileges a= nd roles mentioned below are coming shortly.
The users would fall into several categories broadly, for example, admin= , programadmin, or custom user. The following table is only a representativ= e categories and privileges to elucidate the RBAC concept and not the compl= ete list of desired access control operations in Optima platform. An organi= zation may create its own roles and associated permissions based on its own= needs.
User Categories | Privileges |
---|---|
Admin | An admin is someone who has privileges to add us= ers and assign them to roles, edit roles to add or remove permissions from = them and such administrative function. An admin can setup and administer pr= ograms and funds and assign programadmin or fundadmin or any custom user ro= les to others. |
Programadmin | A programadmin has privileges limited only to a = specific program (eg. a meal program). The users with programadmin in an or= ganization will have access to the universal set of privileges (say, admini= stering a program, editing a program, generating a report, revoking funds, = managing funds). |
User | The user category will be restrained by the set = of privileges that are enabled for them by the admin. A member may never ad= d or manage other users. |
As described above, you can only create users, not the role and by defau= lt, the approved users would be treated as "admin". Perfor= m the following to add new administrators:
Log into the Zeta Optima platfor= m
From the Corporate Tools=
menu, go to Admin Console > Access Contro=
l. This opens up the user entitlement page
On this page, click Add User option. The "Add a new user" screen appears=
.
Specify Full Name and valid Email Address of the user
Finally, click Add User<=
/strong> to create a new user
Once the email is verified and added = to the Optima platform, a user receives an email notification to activate t= he account. A user would need to create a new Zeta account to gain access to th= e Optima dashboard.
As an administrator, you can suspend = the active users temporarily= in the Optima platform. Perform the following to modify users:
Log into the Zeta Optima platfor= m
From the Corporate Tools menu, g=
o to Admin Console > Access Control. This =
opens up the user entitlement page
On this page, locate and click m=
ore action (
Click Yes,=
Suspend This User to confirm the suspension. You can view the suspended entry on the same pa=
ge as shown below:
You=E2=80=99ve successfully revoked t= he access control of an active user for a limited time.
You can restore suspended users who a= re not removed permanently in the Optima= platform. Perform the following to restore users:
Log into the Zeta Optima platfor= m
From the Corporate Tools menu, g=
o to Admin Console > Access Control. This =
opens up the user entitlement page
On this page, locate and click m=
ore action (
Click Yes,=
Restore Access to confirm the restoration. You can view the reactivated entry on the same pa=
ge as shown below:
Yo=
u=E2=80=99ve successfully restored the access control of a suspended user t=
o an active state.
On this page:
Read more..
= Administration FAQs =20