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 right left navigation space, go to Administration > Companies under global Admin Console > Companies under Corporate Tools menu. The company page opensappears.
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3. View your companies with active programs and associated employees under your organization as seen in the image below. 
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2. 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. 
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Viewing Programs under a Company

1. Log into the Zeta Optima platform

From the right navigation space, go to Administration > Companies under global menu. The company page opens.
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Image RemovedClick a company to view the associated active programs under the company. This also displays a  option to setup a new program under the selected company. On selecting these options

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

3. Click a company under the Company column.
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4. 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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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.

To Open a Fund Account

Manage Funds

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

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`

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 right navigation space, go to Administration > Funding Accounts under global menu.

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

1. Corporate Tools menu, go to

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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 and optionally, add description to your account
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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:

1. Admin Console > 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 Corporate Tools menu, go toAdmin Console > Access Control. This opens up the user entitlement page
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3. On this page, locate and click more action (Image Added) option against an active user and then click Suspend this User to suspend an active user.
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4. 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 to Administration > Funding Accounts under global menu.

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

To View Account Statement

1. Log into the Zeta Optima platform

2. From the right navigation space, go to Administration > Funding Accounts under global menu.

3. In the "Funding Accounts" page, click Transaction History next to add fund option.
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4. 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.

Back to Top

1. Admin Console > 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.