Receivables EdgeSM User Login Guide - J.P. Morgan · Receivables EdgeSM User Login Guide ... want...

TREASURY SERVICES

Receivables EdgeSM User Login Guide

Receivables EdgeSM is an internet-based management application and account reconciliation solution. Receivables Edge combines advanced image and data capture technology to deliver consolidated view of current-day and long-term remittance data.

Table of Contents

LOGGING IN .................................................................................................................................................. 2 Login - Overview ............................................................................................................................................................. 2 Login – How To ............................................................................................................................................................... 3 Login (Direct Edge and Full Portal) – Field Help ............................................................................................................. 8 Login – Frequently Asked Questions............................................................................................................................. 10

CHANGE PASSWORD ................................................................................................................................ 11 Change Password – Overview ...................................................................................................................................... 11 Change Password – How To ......................................................................................................................................... 12 Change Password – Field Help ..................................................................................................................................... 14 Change Password – Frequently Asked Questions ........................................................................................................ 14

RECEIVABLES EDGESM USER GUIDE

©2016 JPMorgan Chase & Co. All Rights Reserved. JPMorgan Chase Bank, N.A. Member FDIC. All services are subject to applicable laws and regulations and service terms. 2

Logging In Login - Overview

Users access Receivables Edge through the J.P. Morgan ACCESS™ URL (www.jpmorganaccess.com).

Direct Receivables Edge

The user enters their User ID on the first Login screen, then confirms their Site Phrase and enters their Password on the second Login screen. After a successful login the user is taken directly to the Receivables Edge dashboard page. Accessing Receivables Edge through J.P. Morgan ACCESS™ provides the user with more self-service capabilities and security features. For example:

• Machine Registration – When you login to J.P. Morgan ACCESS™ from a computer that is not recognized, you must provide an Activation Code to register your computer. This is done to keep your information secure. The Activation Code can either be e-mailed to you or can be provided by your Customer Security Administrator. Once the Activation Code is submitted, you computer will be registered.

• Express Password Reset – The user will have the ability to reset password without having to rely on their Customer Security Administrator. They will simply set up Challenge Questions and Answers, so if the user forgets their password, they can answer a series of questions to reset their password.

• Site Phrase – The user will have the ability to reset their Site Phrase that is used in the two-step logon process.

Full Portal

The user enters their User ID on the first Login screen, then confirms their Site Phrase and enters their Password, and SecureID token (if applicable) on the second Login screen. The J.P. Morgan ACCESS™ dashboard is displayed and the user selects Receivables Edge from My Applications. If the user is linked to multiple Web IDs, they will be prompted to select a Receivables Edge account. Once the appropriate account has been selected the user will be taken to the Receivables Edge dashboard page. If user only has one Web ID, they will bypass the Select Receivables Edge Account page and proceed to the Receivables Edge dashboard page.

The Log Out link is displayed among the Personal Options links on every Receivables Edge screen, just above the Main Menu tabs. When you click the Log In link the Login screen opens. You must log in and log out each time you want to open and close the Receivables Edge application. By default, your login password is set to expire after 90 days. The expiration parameter can be set to 30, 60, or 90 days by the Bank to accommodate variances in your company’s security policy. The Bank establishes an expiration interval for your company at the time of service implementation.

Accessing Receivables Edge through the Full Portal will also provide the user with the self-service capabilities and security features mentioned for Direct Edge.



Login – How To

Logging In – Direct Receivables Edge and Full Portal

To log in to the Receivables Edge application, you will use your User ID, Site Phrase and Password.

1. Click the User ID field to position the cursor for data entry.

2. Enter your User ID.

3. Click the Continue button and you will be taken to the second Login screen,

My site phrase I don’t recognize this site phrase

4. Confirm that the personal Site Phrase that is displayed is correct.

5. Click the Password field or use the Tab key to position the cursor at the Password field.

6. Enter your Password



7. Click on the Token Code field or use the Tab key to position the cursor on the Token Code field (if applicable)..

8. Click on the Log On button

Your password is case-sensitive, meaning that it must be typed in exactly as it is defined with upper and lower case alpha characters and numbers. When you log in for the first time, the Change Password screen opens and you are required to change your password for security purposes.

Machine Registration

Each time you log on to J.P. Morgan ACCESS™ from a computer this is not recognized, we are required to provide you a new Activation Code to register your computer. This is done to keep your information safe and secure. The initial computer that is used to log on to J.P. Morgan ACCESS™ for the first time will be automatically registered. Any subsequent computers used to log on to J.P. Morgan ACCESS™ will require Machine Registration. The Activation Code can either be e-mailed to you or it can be provided by your Customer Security Administrator. You will then be required to enter your Activation Code before you can successfully log on to Receivables Edge. Once the Activation Code has been submitted, your computer will be registered.



Express Password Reset (EPR)

When logging into Receivables Edge through J.P. Morgan ACCESS™ you will be prompted to set up your Express Password Reset (EPR) if you have not done so on your initial login. EPR setup will be required to successfully login to Receivables Edge. EPR will have a series of challenge questions and depending on which questions are selected the user will need to provide answers to those questions.

Once this setup is completed, you will have the ability to reset your password if you forget your password or get locked out it in the future.

From the J.P. Morgan Log on page the user selects the “Forgot your password?” link and does the following:

1. Enter User ID and the email address that is on file for the user.



2. Choose one Challenge Question from each of the three drop-down list 3. Enter the easy to remember answers and Submit

Once the questions have been answered correctly, an e-mail will be sent to you with your temporary password. You will be able to log on to J.P. ACCESS™ with the temporary password and will be required to update your password.

Site Phrase

When logging into Receivables Edge through J.P. Morgan ACCESS™ you will be prompted to set up your personal Site Phrase if you have not done so on your initial login. Site Phrase setup will be required to successfully login to Receivables Edge. The personal Site Phrase selected will be displayed during the log on process for your confirmation to ensure you are logging on through the authorized URL.



Personally Identifiable Information

When logging into Receivables Edge through J.P. Morgan ACCESS™ you will be prompted to enter your Personally Identifiable Information (PII). This consists of your legal name and residential address (you may choose to substitute your business address).



Login (Direct Edge and Full Portal) – Field Help



My site phrase I don’t recognize this site phrase

User ID – This is your J.P. Morgan ACCESS User ID and is all in lowercase.

Site Phrase – This is your personally selected phrase displayed during log in for your confirmation to ensure you are logging in through the authorized URL.

Password – your case-sensitive password. You are required to change your password after your first login to Receivables Edge and each time it expires. The following Password rules apply:

Password must be between 8 to 20 characters long Contain at least one upper case letter, one lower case letter and one number Not contain spaces but can contain following special characters: @ # $ % & _ + / { } | ~ ? Not contain three or more consecutive numbers or letters (e.g. "123Smjth / ABCSmjth"

would not be allowed) Not contain three or more repeated numbers, letters or special characters (e.g. "AAASmjth /

111Smjth / @@@Smjth" would not be allowed) Not contain the words "morgan" or "chase" - Be between 8 and 20 characters long Be different from your J.P. Morgan ACCESS User ID

Token Code – Token Code field for entry of your Secure ID, if required.. Log On (button) – activates the user authentication and login process.

Forgot or Retrieve Password / User ID – If you have set up your Express Password Reset and you forget your password or get locked out, simply click on the “Forgot or Retrieve Password / User ID” link on the Log On page. This will allow you to reset your password by answering a series of your Challenge Questions. A temporary password will then be e-mailed to you.

Important!

Using your browser’s Back button is not recommended for backward navigation in the Receivables Edge application because it can cause transactions to be incorrectly submitted. Always use the Navigation Path (also known as breadcrumbs) links displayed above the screen’s title in the upper region of the screen.



Login – Frequently Asked Questions

Q. – What should a user do if locked out of Receivables Edge after three unsuccessful login attempts? A. – When a user logs into Receivables Edge through JPMorgan ACCESS™ they will be prompted to set up their Express Password Reset (EPR) if they have not done so on their initial login. EPR will have a series of challenge questions and depending on which questions are selected the user will need to provide answers to those questions. Once this setup is completed, you will have the ability to reset your password if you forget your password or get locked out it in the future.

Q. - What happens if you try to log in after your password has expired? A. - The first time you attempt to log in after your password has expired, a system message states that your password has expired. You have one opportunity to log in using the old password. The application accepts the old login then automatically directs you to the Change Password page where you must enter your old password, a new password, and a confirmation of your new password in order to proceed.

Q. – When is a user automatically logged out of the system? A. – If the customer subscribes to the Extended Auto-Logoff Timeout service and the user is enabled for the Extended Auto-Logoff Timeout by the CSA then, the user is automatically logged out of the application when there is 30mins of inactivity on the application. The user receives a pop-up warning message after 29mins of inactivity. The user can click on the OK button to continue using the application or click on the Logoff button to log out of the application. If the message is ignored the user will automatically be logged out of the application after 1 additional minutes of inactivity.

If the customer does not subscribe to the Extended Auto-Logoff Timeout service then, the user is automatically logged out of the application when there is 15mins of inactivity on the application. The user receives a pop-up warning message after 14mins of inactivity. The user can click on the OK button to continue using the application or click on the Logoff button to log out of the application. If the message is ignored the user will automatically be logged out of the application after 1 additional minute of inactivity.



Change Password Change Password – Overview

The Change Password capability is accessed from the Personal Options links above the Main Menu.

The Change Password screen provides a place to simply enter your User ID, current password then enter a new password twice for verification. When you save the new password entry your password is automatically changed by the system and will be required in place of your old password when you log in the next time.

There are three conditions when a password must be changed:

1. the first time you login to Receivables Edge

2. when your password periodically expires

3. when your password has been reset either through Express Password Reset or by a Customer Security Administrator

By default, your login password is set to expire after 90 days. The expiration parameter can be set to 30, 60, or 90 days by the Bank to accommodate variances in your company’s security policy. The bank establishes an expiration interval for your company at the time of service implementation.

The following Password rules apply:

Minimum password length is 8 characters

Maximum password length is 20 characters

Contain at least one upper case letter, one lower case letter and one number

Not contain spaces but can contain following special characters: @ # $ % & _ + / { } | ~?

Not contain three or more consecutive numbers or letters (e.g. "123Smjth / ABCSmjth" would not be allowed)

Not contain three or more repeated numbers, letters or special characters (e.g. "AAASmjth / 111Smjth / @@@Smjth" would not be allowed)

Not contain the words "morgan" or "chase" - Be between 8 and 20 characters long

Be different from your J.P. Morgan ACCESS User ID



Change Password – How To

After you log in to Receivables Edge for the first time you are required to change your password. From the Log On screen, you are directed to the Change Password screen.

Change Your Password

To change your existing password:

Click on the User ID field to position the cursor for data entry.

Enter your User ID.

Click the Tab key. The cursor is positioned in the Enter Current Password field.

Enter your current password.

Click the Tab key. The cursor is positioned in the New Password field.

Enter a new password. Remember, your password is case-sensitive. It must contain alpha and numeric characters between 8 and 20 characters.

Click the Tab key. The cursor moves to the Confirm New Password field.

Enter your new password exactly as you entered it in the previous field to confirm the new entry.

Click on the Next button



The new password is saved successfully. Receivables Edge will display the following confirmation message:

Click on the Next button and you will be returned to Receivables Edge home page to navigate to the desired function of the application using the Main Menu tabs.

The next time you log in, you must enter the new password to gain access to Receivables Edge.



Change Password – Field Help

Enter User ID - This is your J.P. Morgan ACCESS User ID and is all in lowercase.

Enter Current Password – the current or recently expired password that you want to change.

Enter New Password – the new, user-defined password that will replace the old password and be used immediately to log in to Receivables Edge.

Re-Enter New Password – re-entry of the new user-defined password that was previously entered in the New Password field. The entry must exactly match the New Password entry.

Next (button) – saves and retains the new password for the default period of 90 days or for the period defined for your company.

Cancel (button) – Closes the Change Password screen and no new password data is retained.

Change Password – Frequently Asked Questions

Q. – How often do passwords expire? A. – The default password expiration interval is 90 days. However, this parameter can be set to 30 or 60 days to accommodate variances in company security policies. The Bank sets the password expiration interval when your Receivables Edge service is implemented.

Q. – What are the rules that govern password characteristics? A. – The following general rules apply:

Minimum password length is 8 characters Maximum password length is 20 characters Contain at least one upper case letter, one lower case letter and one number Not contain spaces but can contain following special characters: @ # $ % & _ + / { } | ~ ? Not contain three or more consecutive numbers or letters (e.g. "123Smjth / ABCSmjth" would not be

allowed) Not contain three or more repeated numbers, letters or special characters (e.g. "AAASmjth /

111Smjth / @@@Smjth" would not be allowed) Not contain the words "morgan" or "chase" - Be between 8 and 20 characters long Be different from your J.P. Morgan ACCESS User ID

Q. – Are there any restrictions on how often you can change your password? A. – No. You may change your password anytime using the Change Password option.

Q. – What if you try to log in after your password has expired? A. – If you try to log in and find that your password has already expired you are prompted to change it.

Q. – Can you ever re-use an old password? A. – An old password may not be re-used until one year has passed from its expiration.

Receivables EdgeSM User Login Guide - J.P. Morgan · Receivables EdgeSM User Login Guide ... want...

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