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Synctera Platform User Experience

Platform overview

The Synctera platform is made up of several dashboards: the primary Platform, the Developer Hub, Administration Hub and Help & Support Centre.

The Primary PLATFORM

The PLATFORM site lets users of the system monitor, edit and address features enabled in their contract. This is the primary experience for almost all users, and represents the majority of touchpoints in the experience. The Platform contains:

Overview: dashboards for items that require daily attention. This would be persona specific to match the expectations of the main user types when signing in: Operations, Vendors, Managers and Executives. Cases: All case instances would be here, with urgent cases indicated, active and closed cases. Customer Mgmt: Customer lookup and creation, accounts and transaction histories. Card Management: Look up, manage and issue cards for customers. Will also include bulk actions in the future. Reconciliation: The reconciliation centre where outstanding transactions and other activities to balance your books will take place. Operations: Internal transactions and accounts. Analytics: Analytics and reports of how the platform and teams are performing.

The Administration HUB

The ADMIN HUB houses all app-level settings that affect the usability, defaults and experience of the PLATFORM as a whole. By having it as a subsite, it keeps the platform focused on day-to-day operations and tasks. The administration hub contains:

Overview: dashboards for items that require admin attention in the current platform. For full self-serve setup, the dashboard would be the primary onboarding experience with a checklist to complete steps needed before the platform can be used. Company info: company address, contact information and details, including any platform specific IDs. Partners: displays all current and past partnerships, with the ability to drill down and see/setup partnership specific details. Services: This displays the growing list of SYNCTERA services that are available for use in the platform. It will indicate which are active and allow for defaults and setup to be defined for each. Products: This displays the bank-specific products that are in use by a partnership and allows for setup and billing. Ledger: Leading account information and breakdown of partnership/company financial information. Documents: View partnership specific and platform level documents such as contracts, terms, disclaimers, billing, , etc. Users: Manage users in the system for your platform and partnership combinations Groups: Manages users in groups for role inheritance. Settings: Platform level settings

Moving between various sites

Moving between sites can be accomplished by simply selecting the desired site from the bottom left of the navigation.