Roles to Groups

OnBoard has predetermined roles that must be assigned to groups to designate the amount of access a group has to the system.

The program determines the accessibility to nodes, buttons, and/or tabs. The financial institution can designate what groups have access to features within OnBoard by moving roles from the Available section to the Assigned section. Security fields change for a particular group when roles are added to or removed from the Assigned section.

Search, Sorting or Filtering Information: Searching, sorting, or filtering of information is performed through the selection of the Filter icon. A drop-down menu displays a range of options.