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Upon logging in, you will be directed to the main Dashboard, which conveniently presents your key metrics in a single view. This includes the total count of officers and companies associated with your Avallone account. Additionally, the Dashboard serves as a centralized hub for monitoring tasks, both those assigned to you and those assigned to your colleagues and officers. It offers a comprehensive overview of your ongoing activities and responsibilities.
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Your tasks:
These are the tasks which are assigned to you. For example, if you are required to upload a document to a company
Tasks you’ve assigned to others:
These are the tasks you have assigned to others. For example, if you are requiring someone from your team to upload a document to a company
Your responsibilities
These are your responsibilities regarding KYC requests which are assigned to you. For example, you have created a new KYC Responder case and you are added as a Responsible.
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By clicking on the containers of the Officers summary and Companies summary, you will be directly taken to the respective lists of Companies or Officers. |
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Related topics:
/wiki/spaces/CS/pages/1950875669
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Need more help?
Contact us on support@avallone.io and we will get in contact with you as fast as possible.