18 Personalize Dashboard

This topic describes the information about Personalize Dashboard screen. This feature will enable business users to create their own dashboard that is easier to navigate, making every visit more efficient.

Dashboard personalization feature provides an ability to the business users to reconfigure and customize their dashboards around the tasks and information they use most frequently.

Retail users can reconfigure/ customize their dashboards by dragging and dropping the desired widget at desired location while configuring new dashboard to add more widgets. The users can also move the widgets already present in the dashboard to the desired location using this function. The user can also change the size of the widget (expand and compress) and can remove the widget if desired. The widgets on the dashboard auto adjust itself according to the place available on the dashboard.

OBDX dashboards are responsive and can adapt to any size of device that Bank wants to enable for the customers. User can preview his dashboard for different form factors i.e. desktop, mobile and tablet. An option to revert to the default dashboard (configured by bank) is also provided.

Note:

  1. Dashboard personalization feature is currently not supported by mobile and tablet devices.
  2. Widgets available for selection for users are on the basis of the widget access given to the associated application role of the user for Internet touch point.

Prerequisites

  • Transaction access is provided to the retail user
  • Widgets are available for designing the dashboard

Features supported in application

Navigation Path:

From the Dashboard, click setting icon icon, and then click Personalize Dashboard .

  • Personalize Dashboard
    This topic describes the information about Personalize Dashboard screen. Using this option retail users can customize their dashboard according to their convenience.
  • Switch to Default Dashboard
    This topic describes the information about Switch to Default Dashboard screen. Using this option a retail user can revert back to the default dashboard as defined by the bank.
  • FAQ