Admin Applications
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Admin Applications

  • PDF

Article summary

If your financial institution uses our Account Opening products (Consumer and/or Business Account Opening), you can review or manage all submitted or pending applications in the Admin Platform. This category describes features of the Applications page.

To access Applications, select Applications from the top navigation bar. In order to enable the Applications tab, a staff user must have the following permission enabled by an Admin user: "Can view account application applicants." For more information on permissions, go to Manage Roles.

In this category:

Video: Account Opening Application View

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