Product List Manager

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.

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, select the cog wheel, then select 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

Navigate to the Product List Manager

Once permissions are added, you can access Product List Manager from the Admin Platform. Select the cog wheel and then select Product List Manager.