m2e system administrator - maybank · table of content . system administrator login .....3. system...

M2E System Administrator Version 1.0

Customer’s Guide Cash Management

Table of Content System Administrator Login ........................................................................... 3

System Administrator User Registration ........................................................................................... 3

Subsequent System Administrator User Login .................................................................................. 8

System Administration Functions................................................................... 9

Reset User Info ................................................................................................................................... 9

(A) System Reset ............................................................................................................................. 9

Process Flow ............................................................................................................................... 9

Initiate by System Administrator Data Entry (Maker) ............................................................ 10

Authorise by System Administrator Authoriser (Checker) ..................................................... 13

(B) Manual Reset .......................................................................................................................... 15

Process Flow ............................................................................................................................. 15

Initiate by System Administrator Data Entry (Maker) ............................................................ 16

Authorise by System Administrator Authoriser (Checker) ..................................................... 20

© COPYRIGHT 2012, CASH MANAGEMENT | M2E System Administrator Version 1.0

System Administrator Login System Administrator User Registration

1. Click ‘First Time Login?’ link to proceed with your System Administrator user (Data Entry or Authoriser) registration.


2. You will then be directed to the Terms & Conditions page. 3. Please read the Terms & Conditions thoroughly. 4. Click ‘Accept’ to proceed.


5. Key in your username, temporary password and organization I/D. You will receive your login details via:

a. PIN Mailer (username, temporary password and organization I/D) OR b. Email (username) and SMS (temporary password and organization I/D)

6. For first time login, your authentication mode will be defaulted to ‘Password’. 7. Click ‘Login’ button to proceed.


8. You will be prompted to change your password as shown above. 9. Key in your temporary password followed by a ‘New Password’ *. 10. Key in the new password again in ‘Confirm Password’ to confirm. 11. Click ‘Confirm’ to change your password.

* New Password Requirement:

Minimum 8 - maximum 12 characters with combination of:

• Small letter • Capital letter • Numbers • Special Character *

For example: Maybank@123 * Your password will be expired after 90 days.

* Note: The system ONLY accept the following special characters.

No. Special Character Remarks 1 ! Exclamation mark 2 @ Alias 3 # Hash 4 $ Dollar 5 % Percentage 6 ^ Carat 7 & Ampersand 8 * Asterisk 9 ( Open bracket

10 ) Close bracket 11 _ Underscore 12 + Plus 13 < Less than 14 > Greater than 15 ? Question mark


12. You will be notified of your successful password change by the message as shown above. Once your password has been changed successfully, you may use your new password* to access the system subsequently.

13. Click ‘OK’ to proceed. * Your password will be expired after 90 days.


Subsequent System Administrator User Login

1. For subsequent login, you need to key in your username, password, organization I/D and please select ‘Password’ as your authentication mode.

2. Click ‘Login’ to enter the Cash Management System (M2E) application.


System Administration Functions

Reset User Info This is a function to allow you to reset password for your company users. There are two types of reset functions available under ‘Reset User Info’ which is ‘System Reset’ & ‘Manual Reset’.

(A) System Reset The password is automatically generated by the system and sent via SMS* Process Flow

Important: * Applicable only for the user registered ‘Email & SMS’ as notification mode.


(A) System Reset Initiate by System Administrator Data Entry (Maker)

1. Perform subsequent system administrator user login (see Page 8) 2. You will then be directed to Cash Management System (M2E) application landing page. 3. Click ‘Tools’ then ‘Reset User Info’ to proceed. 4. Under ‘System Reset’ column, select the ‘Reset User’ box () to initiate reset user

(SMART1U – TANG LEE SAR) password as per sample shown above.


5. You will be prompted to reset this user automatically by the message as shown above. 6. Click ‘OK’ to proceed.


7. You will be notified of the successful status of reset user info by the message as shown above. Once the user password has been reset successfully, the ‘Reset User’ box () of the user will be disabled, pending approval by the System Administrator Authoriser.

8. Please inform your System Administrator Authoriser (Checker) to authorise the record.


(A) System Reset Authorise by System Administrator Authoriser (Checker)

1. Perform subsequent system administrator user login (see Page 8) 2. You will then be directed to Cash Management System (M2E) application landing page. 3. Click ‘Tools’ then ‘Reset User Info Auth’ to proceed. 4. Under ‘Accept’ column, select the ‘Accept an entry’ box () to accept the change request. 5. Click ‘Auth’ button to proceed authorise.


6. You will be notified of the successful authorisation of the record by the message as shown above. Once the user password has been authorised successfully, the record will be removed from the list.

7. The system will automatically generate and send the password to the user via SMS.


(B) Manual Reset The password is defined and manually keyed in by the system administrator data entry (maker). Process Flow


(B) Manual Reset Initiate by System Administrator Data Entry (Maker)

1. Perform subsequent system administrator user login (see Page 8). 2. You will then be directed to Cash Management System (M2E) application landing page. 3. Click ‘Tools’ then ‘Reset User Info’ to proceed. 4. Under ‘Manual Reset’ column, select the ‘Reset User’ box () to initiate reset user

(SMART1U – TANG LEE SAR) password as per sample shown above.


5. You will be prompted to reset this user manually by the message as shown above. 6. Click ‘OK’ to proceed.


7. The ‘Reset User Info’ window will prompted as shown above. 8. Key in the ‘New Password’ *. 9. Key in the new password again in ‘Confirm Password’ to confirm. 10. Click ‘Save’ to reset user password.

* See page 6 for ‘New Password Requirement’


11. You will be notified of the successful status of reset user info by the message as shown above. Once the user password has been reset successfully, the ‘Reset User’ box () of the user will be disabled.

12. Please inform your System Administrator Authoriser (Checker) to authorise the record. Once the record authorised, send the approved password to the user.


(B) Manual Reset Authorise by System Administrator Authoriser (Checker)

1. Perform subsequent system administrator user login (see Page 8) 2. You will then be directed to Cash Management System (M2E) application landing page. 3. Click ‘Tools’ then ‘Reset User Info Auth’ to proceed. 4. Under ‘Accept’ column, select the ‘Accept an entry’ box () to accept the change request. 5. Click ‘Auth’ button to proceed authorise.


6. You will be notified of the successful authorisation of the record by the message as shown above. Once the user password has been authorised successfully, the record will be removed from the list.

7. Please inform your System Administrator Data Entry (Maker) after authorisation of the record.

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m2e system administrator - maybank · table of content . system administrator login .....3. system...

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