Product List Manager
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Product List Manager

  • PDF

Article summary

With the Product List Manager, your staff can easily edit the list of products your institution offers to applicants during Account Opening. This category describes setting permissions, editing products, adding new products, editing disclosures, and helpful tips.

In this category:

Product List Manager Permissions

Staff members must have read and/or write permissions to use the Product List Manager. To set permissions, from the Admin Platform sidebar, select Users > Manage roles.

Add the following permissions to an existing role or create a new role:

  • For read access, add the permission Can view AO products
  • For edit access, add the permission Can change AO products

Once permissions are added, you can access Product List Manager from the Admin Platform. From the Admin Platform sidebar, Account opening > Product list manager.



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