New navigation sidebar
March 26th, 2024
Ondorse case manager got a new sidebar 🎉. It brings an easier navigation into Ondorse's features:
- Applications: all the Applications in your account
- My applications: the applications that you are assigned on
- Needs action: the applications with the status Needs action, ie that requires human action
- Dashboard: an overview of the risks and KYC operations
- Portals: all the Portals that are open
- Tasks: the tasks that have been run on applications. You can filter by task type.
- My tasks: the tasks run applications that are assigned to you
- Needs action: the task with the status Needs action
- Workflow : visualise and configure your workflow
- Webhooks: create and edit Webhooks
- Risk: visualise and configure your risk matrix
- Automations: visualise and configure the automations setup for your account
- Conditions: visualise and configure the conditions used to parametrise your workflow
- Custom fields: edit the custom fields
- Expected documents: edit the documents that are expected in Portal
- Dynamic links: configure the dynamic links on your account
- Users: view and add users to your account