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.

In this category:

• Edit the Product List

• Add a New Product

• Product Details and Settings

• Product List Tips

• Product-Specific Disclosures

• Product-Specific Account Activity Questions

• Import Products from UAT to Production

Product List Manager Permissions

To use the Product List Manager, your staff must have the following permissions:

• Can view AO products – To view products in Product List Manager

• Can change AO products – To edit products in Product List Manager

To set permissions, from the Admin Platform sidebar, select Staff members > Roles.

Navigate to the Product List Manager

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