Backops

user creation this tab helps to manage the user(s) of the back office portal docid 2doincdlsv06dyk3jlbvu users with back office access can use the portal as well as work on applications they can vary in levels of permission for example, they can go through their applications and check them, taking the final call on whether to reject docid\ kpjlbxkdjlzhyq24p4mte or accept docid\ cmq2uitekos81khchp1vw them their details can be edited, and they can be deleted from the control given to them in the form of manage roles docid 6pplzgwyfopis17jllhm there can be multiple designations and levels of access for different users within an organization this can be accomplished by assigning designations and levels in 'manage users', new user(s) can be added/created, and existing user(s) can be edited and/or deleted the applications can also be assigned and reassigned to the user(s) there is also an option to download the entire list of existing back office users with their details, which will be sent to the specified mail configuration docid\ srxhcxfi0xvgiuuzbgf6d id the report is shared over email with the csv file as an attachment a search option has been added in the manage users section which would facilitate searching for a user from the user list based on parameters like employee code, name, etc how to create a user click on the 'create user' button a screen appears where all the details of the new back office user have to be added enter the details of the user like, username, name, email id, password, employee code, mobile number, branch, and designation (the designation of the user is chosen from the predefined roles that are added in the ' manage roles docid 6pplzgwyfopis17jllhm ' tab) the new user can also be assigned a manager by clicking on the 'yes' radio button docid\ ichcwvxymxzb naymmzc beside the 'creating a backops manager?' option a new textbox docid\ l 2puiqmrkb4l w2 7dt appears where the name of the manager has to be entered select the flows docid\ aqagtpv2vzxenbxphahku from the dropdown menu docid\ e vpvhftkh q5pgb9zcal that can be accessed by the user select the 'assignement bucket' select the 'yes' or 'no' option in the 'activate user?' option according to the requirement click on the 'create' button how to add multiple users/bulk user creation users can also be added to the back office portal docid 2doincdlsv06dyk3jlbvu in bulk by simply uploading a csv file this file should not contain more than 5000 users click on the 'upload user list' button click on the plus icon select the csv file containing the user list with the details click on the done/ok button reassigning the applications reassigning single application click on the circular arrow icon present on the right side of each user all the applications application queue docid 46h2m9xghwpmrtuxmfcn5 to that particular user will be displayed here, a particular application can be searched using the search bar by entering the application id or name the application can also be filtered by its status using the 'filter' dropdown menu after finding the application that has to be reassigned, click on the 'reassign application' button present on the right side of each application select the back office user to whom the application is to be assigned from the dropdown menu click on the 'assign' button reassigning multiple applications click on the circular arrow icon present on the right side of the user all the applications assigned to that particular user will be displayed here, a particular application can be searched using the search bar by entering the application id or name the application can also be filtered by its status using the filter dropdown menu select all the applications that need to be reassigned by checking the checkbox docid\ ic2sxdzd jj p0niavw86 present on the left side of the application after selecting all the application that needs to be reassigned to a particular user, click on the 'reassign selected applications' button present on the top right select the back office user to whom the application is to be assigned from the dropdown menu click on the 'assign' button users have roles that grant them the ability to take action as shown below, different back office portal docid 2doincdlsv06dyk3jlbvu users have different grants accessible to them these grants depend on the level of hierarchy they are on in the organization and allow the users to take actions on applications in bulk the customers can create and manage roles for all the users in this ecosystem they will also be able to introduce their unique roles which will have their own set of grants/permissions this feature will allow customers to introduce their organizational hierarchy this feature includes actions such as creating new roles, editing existing roles, and deleting roles creating a role requires the following details role name what level does the role belong to (level 1 is the highest of all levels) the set of grants assigned to this role role creation what is a hierarchy? a hierarchy is defined as a system in which members of an organization are ranked according to relative status or authority according to these grants, the members are provided with certain grants and access controls why do we need back office hierarchy? in most workplaces, there exists a hierarchy that distinguishes employees based on their position a back operations workplace might also have this kind of hierarchy and go should be able to provide this to ensure smooth and efficient organization banks follow a hierarchical structure of maker checker process for all applications docid\ xf0u527lduktlb9ys 4zw of onboarding applications every application has to undergo a pre defined hierarchy for audit before acceptance apart from grants, levels define the hierarchy of users levels in hierarchy within the context of overview docid\ chwdkcrrh anazqjweaw9 , we have defined two core levels in the hierarchy 1 back office user a back office user goes through all the applications and documents provided and decides on accept docid\ cmq2uitekos81khchp1vw , reject docid\ kpjlbxkdjlzhyq24p4mte , or moving the application to draft/redo docid\ ygtiyasstg3veq6y0kj61 their actions include view applications assigned to him accept, reject, and move the application to drafts add all applications docid\ xf0u527lduktlb9ys 4zw check the integration status of the application re push application to kra 2 back office manager a back office manager manages all the back office users under him and also can go through the applications to make decisions on accepting, rejecting, or moving the application to drafts their actions include view applications assigned to his back office users accept, reject, and move the application to drafts add internal notes check the integration status of the application re push application to kra create investor credentials creating a new role click on 'create role' to add a new role after adding a title and specifying the level, you have, escalated bucket key this is used to rename the escalated applications' bucket pending applications in escalated bucket key provide a key for the pending docid pqxchzmjo7mi5jqkfnts applications in the escalated bucket send to manager key this is used to rename the ' escalated docid\ zhppottvumsdqnurqu8ok ' button in the ' contract sdk docid\ d8tepkpynl3gilqt9ucbj ' tab send to manager message/alert text to define a text that will pop up when an application is escalated send to manager note/log statement to define a note that the manager will see when an application is escalated to him/her each role has grants that allow the user with that designation to perform certain tasks list of available grants application management show accept/reject button to show the accept button to the user so that they can accept an application show reject button to show the reject button to the user so that they can reject an application show draft button to show a draft button to the user so that they can draft an application show download document button to show a download document button to the user so that they can download the document for an application allow priority flagging this grant enables the user to manually mark an application as priority the applications that are marked as priority appear on the top of the application queue and the application bucket make reasons mandatory reject applications to make providing a reason mandatory in case of rejection of an application draft applications to make providing a reason mandatory in case of drafting of an application make remarks mandatory reject applications to make providing remarks mandatory in case of rejection of an application draft applications to make providing remarks mandatory in case of drafting of an application accept applications to make providing remarks mandatory in case of acceptance of an application show send to manager button allow the user to 'escalate' an application show onboarding button to display the onboarding button allow user to edit the application details this enables the user to edit/change the details provided by the applicant to the correct detail if required show all applications in application queue to allow the user to view all the applications flowing into the back office dashboard docid\ sp3nsy4qtzc1n v4sbvp7 , irrespective of the users' assignment bucket show all applications related to assignment buckets in queue to allow the user to view applications pertaining to their assignment bucket show this user the inactive applications bucket to display the ' inactive docid\ fwkvp bj i k2z5ew1g6p ' applications bucket to the back office user allow user to activate an inactive application to allow the user to activate an application from the 'inactive' applications bucket show this user the all application bucket show this user the accept application bucket show this user the reject application bucket show this user the draft application bucket show this user the new application bucket show this user the escalated application bucket show this user the drop off applications bucket to display the 'drop off' applications bucket to the back office user show user risk screening data to allow the user to view the risk screening data of the application allow escalated after action to allow the user to escalate the application to a higher level post acceptance/rejection of the application user management create merchants allow the user to create merchant docid\ u2vqnqx3q sskq3ob1mxq links for new onboarding (diy only) view only user list to allow the user to see only the list of applications under the ' all applications docid\ xf0u527lduktlb9ys 4zw ' tab create backops users allow the user to create fellow back office users manage/edit other backops users allow the user to modify details of back office users (changing details like name, branch, manager, etc ) can activate other backops users allow the user to activate deactivated back office users manage/create designations allow the user to create roles deactivate the backops user by default view/edit callback configuration to allow the user to view/edit the callback configuration docid\ ojw6ftmvt3k7 jr7x yxw of the application view/edit mail configuration to allow the user to view/edit the mail configuration docid\ srxhcxfi0xvgiuuzbgf6d of the application assignment management make changes to accept/reject applications (not under hierarchy) to allow the user to make changes to already accepted/rejected applications make changes to accept/reject applications of lower hierarchy to allow the user to make changes to already accepted/rejected applications depending on the hierarchy allow same level assignment to allow the assignment of applications on the same level reassign applications allow the user to application queue docid 46h2m9xghwpmrtuxmfcn5 applications within their child users only manage assignments based on level if a user does not have a manager mapped to them when a task is escalated, it will be intelligently application queue docid 46h2m9xghwpmrtuxmfcn5 to a user at a higher level in other words, rather than remaining unassigned when there is no designated manager, the task will be promptly assigned to any higher level user (note if a user has a manager mapped and this grant is enabled, then the escalated application will not be assigned to the manager but will be assigned to any user from the higher level) allow user to configure distribution of applications by rule based assignment to allow the user to configure rule based assignments for application distribution show applications related to assignment bucket in application buckets to allow the user to view applications pertaining to his/her assignment bucket reporting report dashboard to display the dynamic mis report dashboard docid\ sp3nsy4qtzc1n v4sbvp7 to the backops user download mis report to allow the user access to download the csv mis report note if a user has the role of super admin, they will have access to all the grants that are available in the back office portal tabs customisation visibility and rearrangement action buttons present on editing an existing role click on the 'edit' icon present beside the application that has to be edited edit/modify the fields as required edit the grants by checking/unchecking the checkbox click on 'save' deleting an existing role click on the 'delete' icon present beside the application that has to be deleted click on 'yes' on the 'do you really want to delete this role?' pop up getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at help\@signzy com