Managing Backops with 3 Levels of Hierarchical Roles
An IT admin takes care of all the tasks for the company like managing the Backops Managers/Users. He can manage to Enable/Disable the grants provided on the Backops and various other tasks.
His actions include
- Create new user
- Create backops users/managers
- Manage backops users/managers
- Download MIS reports
- Edit product settings and manage grants
- Manage distributor settings
- Create flows
- Edit flows
- Assign flows to distributors
- View applications assigned to him
- Accept, reject, and move the application to drafts
- Add internal notes
- Check the integration status of the application
- Re-push application to KRA
A backops manager manages all the backops users under him and also can go through the applications to make decisions on accepting, rejecting, or moving the application to drafts.
His actions include
- View applications assigned to his backops 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
A backops user goes through all the applications and documents provided and decides on accepting, rejecting, or moving the application to drafts.
His actions include
- View applications assigned to him
- Accept, reject, and move the application to drafts
- Add internal notes
- Check the integration status of the application
- Re-push application to KRA
The Backops Admin Portal allows Customers to manage and view the applications which are submitted, the status of the applications, what is the progress, how many applications are being submitted, and other important reports. In order to Securely log in on the Backops Portal use the Customer Login Credentials.
The creation of different roles in Investor Onboarding allows investors to simplify user management in an organization with delegated administrators to manage users in specified roles and all subordinate roles. When one level of the hierarchy makes a decision and instructs the next level, objectives are clear and things tend to get done efficiently. The defined structure also helps the decision-makers be clear and responsibility gets delegated effectively.
Backops Admin plays a major role here.
Getting help
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