/
Navigating Self-Configuration Application

Navigating Self-Configuration Application

Users can create standard templates for similar client info rules to avoid creating a client from scratch.

 

1. Top Tabs

All configurable settings are separated into categories. Please see the Configuration page for additional details on which settings are available in each Top Tab category.

2. Side Tabs

Each Top Tab category has a side tab menu that displays different sections for the category. When clicked clients will be navigated to the section where configurable settings can be viewed.

3. Configurable Settings

Settings can be viewed and changed directly by users with appropriate access.

4. Support Icons

Info icons and Help icons are available throughout the Self-Configuration. Hover over the Info icon to get additional information about the setting. Click on the Help icon for a side-bar menu for additional details.

image-20240612-221919.png

 

 

Related content

Client Management
Client Management
More like this
Self-Configured Settings
Self-Configured Settings
More like this
Self-Configuration Application
Self-Configuration Application
More like this
Online Banking - Self-Service
Online Banking - Self-Service
Read with this
Setting Formats
Setting Formats
More like this
QFD 24.01
Read with this