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Internet Banking Enrolment

The Internet Banking Enrolment page allows you to enrol an individual customer onto the internet banking channel within Udara360 by searching for their account and creating an internet banking profile for them. This is typically done on behalf of a customer who visits a branch or contacts support to request internet banking access, rather than self-enrolling through the app or web portal. Once enrolled, the customer can log in and access the channel immediately. This guide will walk you through the enrolment process.

Accessing Internet Banking Enrolment

  1. Log into the application using your credentials.

  2. From the dashboard, navigate to E-Channels in the side menu.

  3. Expand Internet Banking and Select Internet Banking Enrolment from the dropdown list

Enrolling a Customer

  1. Enter the customer's Account Number in the search field

  2. Click Search; a Customer Details modal will appear showing the Customer ID, Account Name, and Account Number linked to that account

  3. Confirm the details are correct; the page will then display the following read-only account information:

Field
Description

Customer ID

The customer's unique identifier

Account Name

The name on the account

Account Number

The account number entered in the search

Email Address

The email address on the account

Branch Name

The branch the account belongs to

Account Type

The type of account

  1. Click Create Internet Banking Profile to complete the enrolment

📌Once the profile is created, the customer will receive their login credentials via the notification method configured for their account.

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