Group Management
The Group Management option provides a list of current groups and is used to establish new groups for the institution.
Except for the ADMIN function (an administration group that can access all areas of OnBoard), the groups are bank-defined. A group of individuals holds the same responsibilities or roles within the system. The Group Management option is used to establish group names, such as loan officers, loan assistants, loan processors, or loan operations.
- Search, Sorting or Filtering Information
- Search, sorting, or filtering of information is performed through the
selection of the
Filter icon. A drop-down menu displays a range of
options.