Q2 Gro Admin Portal

Admin Portal Overview

• Q2 Gro Admin Portal Overview
• Getting Started

Dashboard

• Overview
• Available Menu Options
• Components of Dashboard

Reports

• Overview
• Determine the Type of Report

Analytics

• Overview
• Components of Analytics

Documents

• Overview
• Uploading Documents
• Uploading Disclosure Documents

Admin

Configuration

URL Generator

• Overview
• Customizing URL Options

Application Details

• Overview
• Searching an Application
• Actions on Application Detail
• Internal Comments

Admin Application Assist

• Overview
• Enabling the Admin Application Assist Feature
• Creating an Application

Adverse Action Notifications

• Overview
• Automatically Send an Adverse Action Email for Applicants Declined by Qualifile
• Manually Sending an Adverse Action Email from the Gro Admin Portal

Advanced Queue Routing

• Overview
• Supported Queues