e-DMMS User Guide : NIBSS Helpdesk

1.0 INTRODUCTION

1.1 eDMMS is a module built on the Document Hub which allows members of the public set up mandates for electronic payments for any dividends. The service is offered as a partnership between Registrars, Financial Institutions and NIBSS. This document covers the use of the following users of the eDMMS Module namely:

▪ Registrar

▪ Banks

1.2 The purpose of the user manual is to help users understand the features that have been built on the revamped platform and will assist to achieve seamless navigation..

2.0 LOG IN

All institution users (registrars and banks) can log in to the Document Hub Portal

2.1 Logging in:

1. A user can browse the link: https://docuhub3.nibss-plc.com.ng

Fig 2.1 Document Hub Login Page

2. Enter the Email address as the username and then your password

3. Check your mail inbox for the Token sent

Fig 2.2 Document Hub 2FA Page

4. Enter the Token and click on Verify

3.0 BANK ADMIN

The Bank Admin user cancreate branches and institution users.

NB:- For every new institution, a branch must be created before profiling new users for the bank.

3.1 BRANCH MANAGEMENT

Branch creation can only be done by the institution admin.

3.1.1 Click on Branch Management

Fig 3.1.1 Document Hub Branch Page

3.1.2 Branch Management Page

Fig 3.1.2.1 Document Hub Branch Page

1. Institution admin can filter by State, LGA, Status, Branch Name, Branch Code, and Contact Email.

Fig 3.1.2.2 Document Hub Branch filter

2. Admin can export the list of all branches.

Fig 3.1.2.3 Document Hub Branch Page

3. Institution admin can download the template for Bulk Upload action

Fig 3.1.2.4 Document Hub Branch Bulk Action Button

3.1.3 How to Create a Branch

1. Institution admin will click on Create Branch

Fig 3.1.3.1 Document Hub Branch Creation Button

2. Fill out the required information

Fig 3.1.3.2 Document Hub Branch Creation Page

3. Click on Create after filling all the information

3.1.4 How to Edit a Branch

1. Institution admin can edit a branch after creation.

Fig 3.1.4.1 Document Hub Branch Edit Button

2. Institution admin can edit the branch details.

Fig 3.1.4.1 Document Hub Branch Edit Page

3. Click on Update Branch after successfully editing the branch details.

3.2 USER MANAGEMENT

3.2.1 INSTITUTION USER

1. Institution admin can profile institution users for their institution.

Fig 3.2.1 Document Hub Institution User

2. Admin can see all users

Fig 3.2.1 Document Hub User Management Page

3. Admin can filter for users within their institution by their Branch Name, First Name, Last Name, Status, Email address, and Phone Number.

Fig 3.2.2 Document Hub Filter

4. Admin can export a list of the institution users

Fig 3.2.3 Document Hub User Management Button

3.2.2 HOW TO CREATE INSTITUTION USER

1. Institution admin can create users by clicking on Create Institution User

Fig 3.2.2.1 Document Hub Create Institution Button

2. Enter the required information

Fig 3.2.2.2 Document Hub Create Institution User Page

3. Click on Create User after entering all the information to save the new user successfully

3.3 HOW TO EDIT INSTITUTION USER

1. Institution admin can edit the user by clicking on Edit.

Fig 3.3.1 Document Hub User Edit Button

2. Edit the required information.

Fig 3.3.2 Document Hub User Edit Button

3. Click on Update User to save the edited information.

3.4 HOW TO CHANGE PASSWORD

1. Users can change their password by clicking on Change Password.

Fig 3.4.1 Document Hub Change Password

2. The user will be required to enter the old password once and the new password twice.

Fig 3.3.1 Document Hub User Edit Button

3. Click on Update Password to save your new password.

4.0 CREATE eDMMS MANDATE

4.1 HOW TO CREATE eDMMS MANDATE

1. Click on New eDMMS Mandate

Fig 4.1.1 Document Hub New eDMMS Mandate

2. Enter the NEW EDMMS MANDATE REQUEST

Fig 4.1.2 Document Hub New eDMMS Mandate Creation Page

3. Select an ID card option from the provided list by clicking on the drop-down icon.

Fig 4.1.3 Document Hub New eDMMS Mandate Creation Page

4. Upload the required documents collected from the investor– Valid Nigerian ID Card, passport photograph, and signature.

Fig 4.1.4 Document Hub New eDMMS Mandate Creation File Upload

5. Enter the account details as seen in the screenshot below

Fig 4.1.5 Document Hub New eDMMS Mandate Information

6. Select the Stock Holding Information – Click on button Add Stock

Fig 4.1.6 Document Hub New eDMMS Mandate Stock Holding Information

7. Select the required stock by typing the name of the Company. Multiple Stocks can be selected at once.

Fig 4.1.7 Document Hub New eDMMS Mandate Stock Holding Company

8. The mandate fee is calculated automatically.

NB:

Fig 4.1.8 Document Hub New eDMMS Mandate Creation Page Fees Calculation

(Please note that the billing is charged per mandate)

9. Click on Create Mandate Request to create the mandate request successfully

Fig 4.1.9 Document Hub New eDMMS Mandate Creation Button

5.0 OUT GOING E-DMMS MANDATE

With this feature, you can view mandates going outside the institution, action on mandates going out the institution

5.1 Click on Outgoing e-DMMS Mandates

Fig 5.1.1 Document Hub Outgoing eDMMS Mandate

2. Enter the OUTGOING E-DMMS MANDATES

Fig 5.1.2 Document Hub Outgoing eDMMS Mandate Page

3. Filter Mandate by Status, Mandate Code, BVN, CHN, Shareholder Account, Registrar, Date, and Financial Institution. Click on <Select> Enter the detail of the selected filter.