How to change bank settings

With CXFacts bank platform you are able to change bank settings. Please note that admin’s permission required.
To get started please follow the next few steps:

1.To open bank settings, please go to ,,Settings” on the navigation panel of your dashboard.

CXFacts bank web dashboard

2.Now you’re introduced to the bank settings overview. To view countries please click on ,,Countries” on the navigation panel of the overview page.

CXFacts Bank web-platform bank settings

3.To view Product Areas, please click on ,,Product Areas” on the navigation panel of the overview page.

CXFacts Bank web-platform bank settings

4.To edit users, please click on ,,User Management” on the navigation panel of the overview page. Here you can see all admins and users added to bank profile.

CXFacts Bank web-platform bank settings

5.To add new user, please click on ,,Add New User” in users field.

CXFacts Bank web-platform bank settings

6.Please fill out new user’s information and click ,,Add User”.

CXFacts Bank web-platform bank settings

7.You are also able to Delete/Demote to User or Make Admin a specific user,
by clicking on the three dots in User Management overview.

CXFacts Bank web-platform bank settings
CXFacts Bank web-platform user settings

8.To change bank settings, please click on ,,Bank Settings” on the navigation panel of the overview page. Please enter your changes, then click ,,Save Changes”.

CXFacts Bank web-platform bank settings
Help

In case of any questions, issues regarding the CXFacts platforms, please contact CXFacts support line by:

Email: hello@cxfacts.com

Phone: (+45) 69 17 30 01