ADMINISTRATOR MAKER DASHBOARD

Icons

Following icons are present on the maker's dashboard:

• : Clicking this icon takes you to the dashboard
• : The My Account icon indicates the user name. Click the My Account Menu to view the menu items.
• : Click this icon to open the section in a new window.
• : Click this icon to search the transactions that are performed on a particular date. It has two fields From and To, you can select the start and end date to search the transaction.

My Account Menu

Following items are present in the my account icon menu:

• Welcome Note: Displays the welcome note with last login details.
• : Click this icon to view the user profile.
• : Clicking this icon takes you to the Change Password screen.
• : Clicking this icon to view the daily limits.
• : Clicking this icon takes you to the Mailbox screen.
• : Clicking this icon to contact the relationship manager for support and help.
• : Click this icon to view the information about the application like version number, copyright etc.
• : Click this icon to log out from the application.

Menus

Following menus are present on the maker's dashboard:

• Onboarding
• Approvals
• Account Access
• File Upload

Quick Links

• Onboarding: This section consists of following two options:

• User Management: This option allows you to search, create and edit the users. Clicking this section takes you to the User Management screen.
• Party Preferences: This option allows you to search, create and edit party preferences like cumulative daily limits, corporate user limits for a corporate party. Clicking this section takes you to the Party Preferences screen.
• Approvals: This section consists of following two options:

• User Groups: This option allows you to search, create and edit the user groups. Clicking this section takes you to the Approvals-User Groups screen.
• Workflow Management: This option allows you to create, search and edit the workflow for user and user groups and map the approval level. Clicking this section takes you to the Workflow Management screen.
• Approval Rules: This option allows you to create, search and edit approval rules for transactions for a corporate user or a bank administrator. Clicking this section takes you to the Approval Rules screen.
• Account Access: This section consists of following two options:

• Party Account Access: This option allows you to create, search and edit the CASACurrent Account or Savings Accounts are operative accounts through which account holders perform day to day operations such as deposits and withdrawal of money./ TDTerm Deposit is a deposit accepted by bank, for a fixed term, from customers. A term deposit is a liability of a bank with fixed maturity period./ Loans accounts that can be accessed on channel for a corporate party. Clicking this section takes you to the Party Account Access screen.
• User Acount Access: This option allows you to search, create and edit the user to linked party account (CASA/TD/Loan) mapping for accounts available for access. Clicking this section takes you to the User Account Access screen.
• File Upload: This section consists of following two options:

• File Identifier Maintenance: This option allows you to choose a predefined template for Internal, Domestic and International Payments for various accounting types as. Clicking this section takes you to the File Identifier Maintenance screen.
• User File Identifier Mapping: This option allows you to create, search and edit the mapping for users of a corporate party to file identifiers defined for the same corporate party. Clicking this section takes you to the User File Identifier Mappingscreen.

Activity Log

Activity Log widget displays the list of transactions and maintenances done by the user during the day along with their approval status. You can click the reference number link to view the transaction details and transaction journey.