Global CASHplus CashWeb

The common toolbar

The common toolbar is located at the top right corner of the screen. It displays the options common across all screens. Depending on your access rights, various options are displayed on the screen. This toolbar contains hyperlinks that can be accessed from any screen of the application.

Hyperlink	Function
Help	Opens the help page
Home	Navigates to the home page of the application
Change your preferences	Used to select accounts for viewing the balances in graphical format, on the dashboard page. You can also change the password questionnaire according to your preferences.
Change password	Used to change password
Switch client	Used to switch between clients
Add current page to quick links	Used to add a currently open page that you access more often, to quick links
Remove current page from quick links	Used to remove a currently open page from quick links

In this topic

Change your preference

Change password

Switch client

Add/ remove page to quick link

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Change your preference

This option is available only if the Account Balance widget is available in the dashboard.

The balances of selected accounts, according to your preferences, can be viewed in graphical format in the Welcome dashboard screen.

1.      Click to open the User Preferences screen.

The Available Accounts box, lists all accounts of the user.

2.      Select the accounts to be viewed on the dashboard and clickto move them to the Preferred Accounts box.

Note: To de-select an account, click to move it back to the Available accounts box.

3.      Click the to save the selection.

The balances of these three accounts can now be viewed in graphical format in the Welcome dashboard screen.

Note: You can select maximum of 3 accounts to be viewed on the dashboard in the graphical format.

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Change password

If you have rights to change password, you can change your password anytime by using this screen.

1.      Click to open the Change Password screen.

2.      Type the existing password in the Old Password field.

3.      Type the New Password.

4.      Re-type the new password in the Confirm Password field.

5.      Click Change.

Note:

• The password is case-sensitive.

• Passwords must have a minimum of five characters. Special characters that are not permitted in this field are: “ \ ~ ^ ‘ .

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Switch clients

This tool at the bank admin level allows you to switch between the clients and corporations.

From Client login, you can switch between the clients of the same corporation.

To select a client from a corporation

1.      Type the corporation name in the field.

2.      Click Search. The grid displays the list of all clients belonging to the selected corporation.

3.      Select the Switch check box for the clients that you want to select.

Tip: You can click Search without specifying the corporation name. A list of all  clients is displayed.

To select a client directly

1.      Type the client name.

2.      Click Search. The grid displays the client.

3.      Select the Switch check box for the client that you want to select.

Note: A client user does not have the option to select the corporation but can select the other clients belonging to the same corporation.

Add or remove pages to quick link

This option enables you to add or remove pages to the quick link menu for easy access.

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