← Enterprise admin

Enterprise Admin Cheatsheet

Though Enterprise Admin is a number of distinct applications, it’s easy to confuse them as a single app and/or not know what each app is responsible for. Here’s a high level breakdown of each app to (hopefully) help ease that confusion quickly.

People

People logo

Characteristics

  • App icon: People
  • Header color: Purple (#7D57C1)

Functions

  • View and update user details
  • Create and send institution wide messages
  • Update institution permissions

Support

Support logo

Characteristics

  • App icon: Support
  • Header color: Green (#4caf4f)

Functions

  • Communicate with institution customers via Conversations
  • Set and update various support settings (i.e. hours, closures, notifications, and auto-replies)

Monitor

Monitor logo

Characteristics

  • App icon: Monitor
  • Header color: Darker Teal (#00ACC3)

Functions

  • Create and update notifications based off happenings in live institution environments
  • Create maintenance events

History

History logo

Characteristics

  • App icon: History
  • Header color: Teal (#00bcd4)

Functions

  • View the activity history of Admins across the Enterprise apps

Reports

Reports logo

Characteristics

  • App icon: Reports
  • Header color: Orange (#faa801)

Functions

  • Display and chart data involving
    • App usage
    • Bill pay
    • Transfers
    • Remote deposit capture
    • Conversations
    • Agents
  • Export report data to CSV

Settings

Settings logo

Characteristics

  • App icon: Settings

  • Header color: Grey (#445565)

Functions

  • View, invite, and edit permissions of Admin users
  • Create and edit groups based on Admin permissions; assign Admin users to said groups