After successfully logging into the Admin Portal, Q2 Gro displays the landing page, which is known as the Dashboard.
You can use the top left menu () to navigate in the Admin Portal. The menu includes the following options:
Note
Depending on your user role, you may not see all menu options.
Table 2. Admin Portal Menu Options
|
Menu Option |
Description |
|---|---|
|
Dashboard |
Provides customizable queues for workflow purposes and a high-level view of applications in the system. |
|
Search |
Allows for quick retrieval of an application by key search fields. |
|
Reports |
Generates, view and export reports. |
|
Documents |
Manages disclosures and documents used during the account opening process. |
|
Admin |
Updates your account information and view security logs. |
|
Configuration |
View or modify the customer application portal and uses the Admin Portal to view or customize items such as messages, fonts, colors, and styles, and to configure features. |
|
URL Generator |
Generates URLs that link applicants directly to a specific product and can apply promotional codes, branch IDs, or agent IDs for analytical purposes. |
|
Logout |
Logs you out of the Q2 Gro application |