3. general user roles
The different user groups/roles are described in the following table. The designation “XX” is a placeholder for the abbreviation of the respective application (e.g. NM = News & Messages). The abbreviation “BM” applies to all applications within the portal and to general functions. User groups/Rolesincluding example for user rights BM – PortalAdministrator – Implementation of […]
2. dashboard (Home)
After logging in, the user is taken to the home page, also referred to below as the “Dashboard”. Here you will find portlets for (1) Quick start,(2) AI mailbox,(3) Favorites and(4) News & notifications. The Quick Start portlet contains links to websites that the user can access quickly. By clicking on the other portlets, the […]
1.2 Important overarching functions
Assistants (Wizards) The applications contain wizards that guide users through the creation and editing of content. Notifications The notification system informs users about important actions and changes. A number on the bell at the top right of the dashboard indicates new notifications. Examples are A pending release that requires a user action. A new task […]
1.1 General information
The bank organization portal provides a framework with basic functions and can be expanded with optional applications. The portal enables detailed management of user roles. Administrators can create, edit and delete profiles. This allows authorizations to be clearly structured. Precise access rights ensure that each user can only access the information that is relevant to […]
1. introduction
Welcome to the Bank Organization Portal – your central solution for efficient work processes. Innovation and progress have always been the driving forces behind German financial institutions. The targeted use of technological developments not only increases service quality and advisory expertise, but also creates decisive competitive advantages. With the Bank Organization Portal, we provide you […]