This article serves as a quick step-by-step guide for the administrators to setup and ready their Contour node for transactions.
Recommend to print out this page, as a checklist reference, to complete all the necessary steps.
Make sure you and your users can access your unique URL for Contour. This would have been provided to you by Contour or your IT Team. Check you are able to view the web application login screen.
A number of user administration functions require 4-eyes approval and therefore 2 user admins to be available. Please make sure you have more than 2 user admins activated and they are available in order to complete the process promptly.
During set-up, at least 2 admins would have been created. Each admin will have received their individual Account Activation email. It is important that all admins activate their accounts promptly as future actions may require 4-eyes checks.
- For Contour Cloud customers, the email is sent from email@example.com, which may go into your Junk / Spam Email folder, if not in the Inbox. Please check, or consult your IT team in case the email was blocked.
- The activation email is unique for each user. Please do not share to anyone else.
- The activation link is valid for one(1) week only. Please activate your account as soon as possible.
Steps to activate an account using the activation email:
- Click on
Activate Nowin the email
- Choose your own username and password, note the requirements specified.
Upon successful activation of the account, your will be redirected and logged into the system. Congratulations. You can now use this email and password to log back into Contour.
Create New Roles (Optional)
Contour user management is designed based on the Role-based Access Control (RBAC) principle.
Administrators can create new user roles, adding permisisons to those roles according to their requirements and then add users to those roles. See Role Administration Guide for more information.
For Contour Cloud customers, a number of commonly used roles will have already been created, e.g. User Administrators, Maker, Checker and Approver. Please refer to Contour Cloud Built-In Roles for more information about these built-in roles.
With Role Based Access Control (RBAC), a user's access level to Contour are is determined by the
Roles assigned to them.
- A user will only have access to the system if they are assigned with at least one (1) Active role in the system. Otherwise, the user won't have access to the system.
- A user can be assigned with multiple roles, which will give the user accesses under all those roles. E.g. a user can be assigned with
Checkerrole. Then, this user have both draft and verify access for a transaction.
Add New Users
Once the necessary roles are ready, the next step is to add the other new users, see User Admin Guide.
Each User will receive their individual Account Activation email. User can activate their account by following the steps in User Self-help Guide
Important to note: * For Contour Cloud customers, the email is sent from firstname.lastname@example.org, which may go into the Junk / Spam Email folder, if not in the Inbox. Please check, or consult your IT team in case the email was blocked. * The activation email is unique for each user. Please do not share to anyone else. * The activation link is valid for one(1) week only. Please ensure your users activate their account as soon as possible.
Verify Company Profile
- Log in
- Click on the user profile icon on the top right, then
- Click on
- Check the company information configured on Contour
Contour name: Company name on the DC form, which will be shown in the party downdrop list on the DC form, e.g.,
Company legal name: Company formal legal name, which will be automatically populated and shown on DC form once the party is selected.
Role: either as a "Bank" or a "Corporate"
Registered Address: (optional) Company registered address, whill will be automatically populated and shown on DC form once the party is selected
Product access: Contour product(s) that the company has subscribed to
If any of the company information is incorrect, please contact Support for correction.
Manage Client Authorization
Authorize Clients (Bank only)
On Contour, an applicant can only submit a DC application to an issuing bank that has authorized it (i.e., the corporate) as a client.
A bank's administrators (System admin or User admin) can authorize a Corporate as the bank's client on Contour by referring to Client Authorization Guide
Check Authorization from Banks (Corporate only)
On Contour, an applicant can only select an issuing bank that has authorized it as a client of that bank.
A corporate's administrators can check the banks that have authorized the corporate as client.
- Click on on the top right, then "Network"
- Click on "My Banks" tab
- Check the Banks that have authorized the corporate
Configure Shared Mailbox (Optional)
A shared mailbox is a email address that can accessed by a team or a group. Administrators can configure a shared email address to receive notifications for the organisation, see the the Shared Mailbox Configuration Guide.