Settings

How to Add and Update Role?
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
How to Setup Loan Settings?
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
How to configure role based dashboard display access?
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
How to delete a dashboard display?
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
How to view the assigned roles of a dashboard display?
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
How to view the assigned entities of a dashboard display?
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
How to configure the dashboard view?
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
How to disable a dashboard configuration?
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
How to rerun a failed dashboard configuration schedule?
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
How to configure different approval levels in Finvisage?
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