User and Administrator Interfaces
Bansoft provides separate browser-based interfaces for customers and authorized administrators, with menus and permissions configured according to the institution's operating model.
Two interfaces, one configured environment
The user interface supports customer-facing account activity, while the administrator interface supports operations, review, configuration, and oversight.
Accounts, transfers, reports, and profile access
- View accounts, balances, and transaction history
- Use enabled transfer and wire workflows
- Read system and administrator messages
- Generate statements and account reports
- View or update permitted profile fields and upload documents where enabled
Requests, profiles, accounts, transactions, and settings
- Review transfer, registration, and document requests
- Create and manage user and administrator profiles
- Create, modify, activate, block, or inactivate accounts
- Process manual transactions and operational workflows
- Generate reports, review logs, and configure system behavior
Role-based administration
The Master Administrator can define administrator classes and assign permissions and profile-group access. This supports delegation without giving every administrator the same system access.
Request workflows
Configured transactions, registrations, and document submissions can be processed automatically or routed to pending queues for administrator review.
Contextual help
Interface Overlay Help can provide page-specific guidance without requiring the user or administrator to leave the current workflow.
Administrator configuration areas
Settings determine how the institution's environment behaves.
Profiles and roles
Profile groups, administrator classes, permissions, registration fields, and user-status rules.
Accounts and fees
Account types, currencies, transfer fees, optional card-account settings, and wire instructions.
Regional and interface settings
Language, date and number formats, time offsets, logos, interface colors, and system emails.
Security settings
Password policies, MFA, device authentication, IP controls, session behavior, and transaction verification.
Workflow settings
Pending-request behavior, approval requirements, automated processing, and transaction options.
Integrations
Enabled modules, API access, notification providers, and approved third-party connections by scope.
Shared demonstrations use test data only
Shared demo environments should not be used for personal, confidential, regulated, or production data. A customized environment can be discussed when a more specific evaluation is required.
Visible menus depend on enabled scope
Modules, transfer types, reports, documents, card functions, portfolios, and integrations may appear only when included and activated in the institution's deployment.
Related Bansoft resources
Continue with the most relevant product, service, and evaluation information.
