This tab helps to manage the user(s) of the back office portal. 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 or accept them.

Their details can be edited, and they can be deleted from the control given to them in the form of grants.

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 email 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.

Users can also be added to the back office portal in bulk by simply uploading a CSV file. This file should not contain more than 5000 users.



Users have roles that grant them the ability to take action. As shown below, different back office 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:

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.

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 audit 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.

Within the context of Generic Onboarding, we have defined two core levels in the hierarchy:

A back office user goes through all the applications and documents provided and decides on accepting, rejecting, or moving the application to drafts.

Their actions include:

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:

Each role has grants that allow the user with that designation to perform certain tasks.

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.

Visibility and rearrangement

Action buttons present on