How do I set up a new Time Bank Online User?

When you have a new Time Bank Online user who needs to run a Time Bank interface, follow these steps:


Step 1: Fill out our Account Update Form for your IDI Account Manager to update any primary contact information for account management purposes.


Step 2: Add the user to your Time Bank Online site(s).  

  • For detailed instructions on how to do this, refer to the section below titled Adding/Maintaining Time Bank Online End Users.

Step 3:  If needed, install Time Bank Transfer (TBXfer.exe)


Step 4: Refer to your configuration documentation in your Time Bank site for information on your particular interface and the steps to process.

  • From your Time Bank Online site:
    • Select Support tab > Documentation > <company name> Configuration Document
    • Refer to the Time Bank Online General Configuration documentation for information on Time Bank Online

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Adding/Maintaining Time Bank Online End Users


A user, who has been setup as an Admin User, can add additional users to a site and can change passwords for existing users. If you don’t know who your admin users are, contact support@idesign.com to request that information.

Logging in to the Security Portal 

The Online Security Portal is run from the following Time Bank Online web site:

https://www.timebankonline.com/IDISP/




Click on the End Users tab to manage End users.


 

This drop-down lists sites you have access to. If you have access to more than one site, use this drop down to select the site you would like to work with.

User Name

This the name used to log into Time Bank online Security Portal. This must be a valid email address.

Friendly Name

Name of End User

Rule

Password Security Rule. Always Strong. Not editable.

Locked Out?

Locks the End User account so the End User cannot login.

Is Admin

The End User is an admin. Admin user can add additional users to the site. For certified payroll it is recommend all users are Admin. A user must be Admin to view reports run by other users.

Force Password Change

Force user to change password when they login. Recommended when adding a new user or updating a user’s password.

Save User changes

Undo changes

Allow this user to access another site. Only site you have access to will be available.

Disable End User. This icon displays blue if a user is enabled or red if a user has been disabled.

Change the End User’s password

Add a new End User

Links to navigate other pages


 

Adding A New End User

Click on the  button


  1. Click in the text box under “User:” to add the username. The username should be a valid email address.
  2. Click in the text box under “Friendly Name:” to add the name for the user.
  3. Click on the black arrow at the end of the drop-down box under “Site:” and select the Site that the end user is associated with. Only the list of sites you have access to will be available.
  4. Click in the text box under “Password:” to add the password for the user. Password Requirements:
    • 8 long minimum
    • At least one upper letter
    • At least one lower case letter
    • At least one numeric
    • At least one special character (non-numeric, symbol)
  5. Click in the text box under “Confirm Password:” to confirm the password for the user.
  6. Click on the  button to add the user to the End Users list.
  7. If the End User is to have admin rights to the site, select the Admin checkbox and then Save.


Changing An End User Password

Password Requirements:

  • 8 long minimum
  • At least one upper letter
  • At least one lower case letter
  • At least one numeric
  • At least one special character (non-numeric, symbol)


Click on the  button to launch the Change Password screen.


  1. Enter the End User’s New Password in the box below “New Password:”.
  2. Enter the End User’s New Password once more in the box below “Confirm New Password:”.
  3. Click on the  button.


Contact IDI Support