Onboarding

Udara360 Core Banking Application Onboarding Guide

This guide will help you navigate the onboarding process for your customized Core Banking Application. The onboarding process is divided into two stages to ensure secure access and personalized setup.

Requirements

Before you begin, ensure you have:

• Your Udara360 custom domain (e.g., example.udara360.io)

• Username and initial password (sent to your email)

• A smartphone/computer with an authenticator app installed (e.g., Google Authenticator, Authy or Microsoft Authenticator)

Stage 1: Initial Access and Device Registration

1. Open your web browser and visit your Udara360 custom domain (e.g., example.udara360.io).

2. On the login page, enter the username and initial password provided in your onboarding email.

3. After successful login, you'll be prompted to register your device or browser. Click the Request Access button.

   • Note: This step is crucial for security and must be completed for each new device or browser you use to access Udara360.

4. A confirmation dialog will appear. Review the approval information carefully and click the Ok button to proceed.

5. You will now need to wait for approval from your system administrator. This typically takes seconds, depending on the availability of your adminstrator to approve your request.

Note: Do not attempt to log in again until you receive an approval confirmation email.

Stage 2: Account Personalization and Security Setup

Once you've received approval, follow these steps to complete your account setup:

1. Return to your Udara360 custom domain (e.g., example.udara360.io).

2. Log in using your username and the initial password.

3. You'll be immediately prompted to change your password:

   • Enter a New Password that meets the system's security requirements (typically including uppercase and lowercase letters, numbers, and special characters).

   • Retype Password to confirm (You can use a password manager to generate and store a strong, unique password).

   
4. Set up your security questions:

   • Select Security Questions 1, 2, and 3 from the provided options.

   • Provide answers for each question.

   • Important: Choose answers that are memorable to you but not easily guessable by others. Avoid using publicly available information.

   • You can also set your security question by clicking the toggle button at the top of the page.

   
5. Click the Save button to proceed.

6. Set up Multi-Factor Authentication (MFA) using an authenticator app:

   • Open your authenticator app on your smartphone.

   • In Udara360, you'll see instructions and a QR code on the screen.

   • Use your authenticator app to scan the QR code or manually enter the provided key.

   • Once added, your app will display a 6-digit code that refreshes every 30 seconds.

   
7. Enter the current 6-digit MFA Code from your authenticator app into Udara360.

8. Click the Activate button to complete your onboarding process.

Post-Onboarding Best Practices

• Change your password regularly (every 90 days is recommended). For users who fails to initiate their password change will make the system to trigger a forced password change at the right time to ensure users are compliant with password management policy.

• Never share your login credentials or MFA codes with anyone.

• Always access Udara360 through your official custom domain on your registered device/browser.

• Log out after each session; Udara360 also logs out automatically when inactive for a period of time.

• Keep your authenticator app and the device it's installed on secure.

Having Onboarding Issues

• If you don't receive the onboarding email, check your spam folder.

• For login issues, ensure you're using the correct custom domain.

• Contact your system administrator for assistance if you cannot complete Stage 2.

Note: The security of your Udara360 account is crucial for protecting sensitive banking information. Contact your IT support team immediately if you suspect unauthorized access or have concerns.