Overview

Optima administration gives you the flexibility to manage your companies, funding accounts, and also to supervise the access controls to various benefit programs and applications.

 Access control allows you to configure fine-grained access control to secure your programs and resources.

Manage Companies

A company is a logical grouping of all active benefit programs including the beneficiaries. Create and manage one or multiple legal companies running under your parent organization for your convenience and as per policy. This feature 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 company name is "Go India Go" in the screen illustrated below.

Viewing Companies

1. Log into the Zeta Optima platform

2. From the left navigation space, go to Administration > Companiesunder Admin Console > Companies under Corporate Tools menu. The company page appears.
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3. On this screen, view all legal companies and number of employees associated with a particular company that you've created to run the benefit programs under your organization. 
   

Viewing Programs under a Company

1. Follow the steps 1-3 as mentioned in Viewing Companies section.

2. Click a company under the Company column.
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3. On this screen, view all active benefit programs running under the company. Notice the total number of beneficiaries associated with the active programs at the bottom of the screen.
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Manage Funds

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You can initiate online NEFT/IMPS transfer or cheque payment towards Zeta bank account. The Zeta onboarding/sales team will share the bank details. Alternately, you may find Zeta bank details under Add Funds option in the above screen.

Funding Account

Zeta Optima interface provides you a quick and secure means to open a Zeta funding account and then add fund transfer details such as NEFT/IMPS reference or cheque number to the funding account. Create funding accounts as many as you want based on the requirements.

The Optima interface also lets you transfer balance from one funding account to another funding account. This feature is useful when you operate multiple legal funding accounts and run short of appropriate balance in one of your corporate funding accounts to process monthly benefit transfers. Hence, ensure that you have sufficient balance in your funding account to avoid any last-minute transfer error.

To Open a Fund Account

See Managing Funding Account to learn about opening a funding account, adding funds or transferring funds to other accounts and many more.

Access Control

Zeta Optima platform is now equipped with a robust user entitlement system which is based on RBAC or role-based access control mechanism. This would permit and forbid requests to new users based on what roles they are associated 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 to access only a subset of the universal set of privileges as defined in role(s) rather than unrestrained access to all entities and operations.

The users would fall into several categories broadly, for example, admin, programadmin, or custom user. The following table is only a representative categories and privileges to elucidate the RBAC concept and not the complete list of desired access control operations in Optima platform. An organization may create its own roles and associated permissions based on its own needs.

Adding New Users

As described above, you can only create users, not the role and by default, the approved users would be treated as "admin". Perform the following to add new administrators:

1. Log into the Zeta Optima platform

2. From the

1. Corporate Tools menu, go toAdmin Console

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In the "Funding Accounts" page, click  Open a Funding Account option
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Specify the Account Name of your choice
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To Add Fund Details

In the “Add Funds to (account name)” screen, select option 2 to enter you payment details such as transaction type as NEFT/IMPS or CHEQUE.
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If selected NEFT/RTGS/IMPS, configure the following:

NEFT/RTGS/IMPS Number

Enter the NEFT/RTGS/IMPS reference number that you’d see post fund transfer or receive via SMS notification

Transfer Date

Enter the date of the online transfer

Amount

Enter the transfer amount in rupees

If selected CHEQUE, configure the following:

Cheque Number

Enter the cheque number that you’d see on the cheque leaflet

Cheque Date

Enter the date of the issued cheque

Amount

Enter the transfer amount in rupees`

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To Transfer Funds to Another Funding Account

1. > Access Control. This opens up the user entitlement page
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2. On this page, click Add Useroption. The "Add a new user" screen appears.
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3. Specify Full Name and valid Email Address of the user

4. Finally, click Add User to create a new user
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Once the email is verified and added to the Optima platform, a user receives an email notification to activate the account. A user would need to create a new Zeta account to gain access to the Optima dashboard.

Suspending User Privileges

As an administrator, you can suspend the active users temporarily in the Optima platform. Perform the following to modify users:

1. Log into the Zeta Optima platform

2. From the left navigation spaceCorporate Tools menu, go to toAdmin Console  > Funding Accounts under Tools menu.

3. Choose a funding account from where you want to initiate the fund transfer to another account
Locate

4. > Access Control. This opens up the user entitlement page
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5. On this page, locate and click more action (Image Modified)

option

6. option against an active user and then

click Transfer funds to another Funding A/c against a funding account from where you want to initiate the fund transfer to another account. The transfer fund page appears
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7. From "Transfer funds to" drop-down menu, select the funding account that you wish to recharge
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8. In Amount to be transferred () field, enter the transfer amount.
9. Finally, click Transfer Funds to confirm the fund transfer

Viewing Fund Details

You can view the following options under Funding Accounts option:

Available Balance

Gives a quick view of available balance in your funding account.

Fund Addition History

Gives a quick view of all fund request that are added to your funding account.

To View Available Balance

1. Log into the Zeta Optima platform

2. From the left navigation space, go to Admin Console > Funding Accounts under Tools menu.

3. In the "Funding Accounts" page, view the available balance against the individual fund accounts as seen below.
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To View Fund Addition History

1. click Suspend this User to suspend an active user.
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2. Click Yes, Suspend This User to confirm the suspension. You can view the suspended entry on the same page as shown below:
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You’ve successfully revoked the access control of an active user for a limited time.

Restoring User Privileges

You can restore suspended users who are not removed permanently in the Optima platform. Perform the following to restore users:

1. Log into the Zeta Optima platform

2. From the right navigation spaceCorporate Tools menu, go toAdmin Console  > Funding Accounts under Tools menu.

3. In the "Funding Accounts" page, click Transaction History option.
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4. Click Funds Additions tab to view the fund transfer detail. On this page, you can see all accepted or pending funds triggered via NEFT/RTGS/IMPS or cheque transfer.
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To View Account Statement

1. Follow the steps 1-3 as mentioned in Section: To View Fund Addition History.

2. Click Account Statement tab to view the fund statement details. On this page, you can see all successful transactions such as debited, credited or revoked and so on.
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Back to Top

1. > Access Control. This opens up the user entitlement page
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2. On this page, locate and click more action (Image Added) option against an suspended user and then click Restore this User to restore a suspended user.
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3. Click Yes, Restore Access to confirm the restoration. You can view the reactivated entry on the same page as shown below:
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You’ve successfully restored the access control of a suspended user to an active state.