2.6.2 View User Dashboard

This topic provides the systematic instructions to view user dashboard.

Specify the User ID and Password, and login to Homepage.
  1. On the Homepage, view the user dashboard on the right side of the ‘Preferences’ screen.
    This dashboard displays the details of role mapping, limits and branches pertaining to the selected user.
  2. On this screen, specify the fields.
    For information on fields, refer to Table 2-5:

    Table 2-5 Field Description

    Field Description
    Role Mapping Details This section displays the user role mapping details. You can find the following details pertaining to the selected user:
    • Branch code
    • User role
    • Description of the user role
    User Limits This section displays the user limits details. You can find the following details pertaining to the selected user:
    • Branch code
    • Limits role of the user
    • Limit currency
    • Input limit applicable to the user
    • Authorization limit applicable to the user
    Branch Details This section displays the branches that are accessible by the user. You can find the following details pertaining to the selected user:
    • Allowed Branches - Branch codes that are accessible by the user and the corresponding branch names.
    • Disallowed Branches - Branch codes that are not accessible by the user and the corresponding branch names.

    Note:

    This screen displays the first five records under each section. You can use the ‘Previous’ and ‘Next’ links provided in each section to view the remaining records.