Settings
Overview This page helps you understand the process of adding a new role in the Finvisage application. As part of the process, you can add the new role by ...
Fri, 29 Jan, 2021 at 1:43 PM
Overview This page helps you understand how to setup loan settings. These include the below: Updating General Information Adding a Lead Manager Adding...
Fri, 4 Oct, 2024 at 12:08 PM
Overview This page helps you understand how to configure dashboard display access to different roles. This configuration restricts the roles to view only t...
Fri, 4 Oct, 2024 at 10:15 PM
Overview This page helps you understand how to delete a dashboard display. As part of deleting, you need to click the Delete button corresponding to the re...
Mon, 7 Oct, 2024 at 12:24 PM
Overview This page helps you understand how to view the assigned roles of a dashboard display. As part of it, you need to click the View Roles icon corresp...
Fri, 4 Oct, 2024 at 10:21 PM
Overview This page helps you understand how to view the assigned roles of a dashboard display. As part of it, you need to click the View Roles icon corresp...
Fri, 4 Oct, 2024 at 10:19 PM
Overview This page helps you understand how to configure the dashboard view. This configuration restricts the roles to view only the graphs for which the a...
Mon, 7 Oct, 2024 at 12:13 PM
Overview This page helps you understand how to disable a dashboard configuration. As part of this, you need to disable the toggle button on the Dashboard D...
Mon, 7 Oct, 2024 at 12:10 PM
Overview This page helps you understand how to rerun a failed dashboard configuration schedule. As part of this, you need to click the Run button on the da...
Fri, 4 Oct, 2024 at 10:25 PM
Overview This page helps you understand how to configure approval levels. In the Finvisage application, there are five approval levels, which include Maker...
Fri, 4 Oct, 2024 at 10:28 PM