Control Center navigation
Pismo Control Center is an intuitive and accessible interface for interacting with the Pismo platform. Most application functions are organized on the Main menu, which is at the top left corner of every Control Center screen.
Legacy and updated versions of Control Center
We’re currently updating Control Center in all test and production environments. Refer to your Control Center login screen to determine if you're using the updated or legacy version.
| Legacy version | Updated version |
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Supported browsers
Control Center supports the most recent long-term support (LTS) releases of Chromium-based web browsers, including Google Chrome, Microsoft Edge, and Opera.
Header
A header displays across the top of every Control Center screen. The following table describes the elements that make up the header.
| Element | Description |
|---|---|
| Main menu | Access all functions. For details, refer to Main menu (below). |
| Organization menu | (Updated version only.) Switch between the organization you belong to. For more information, refer to Switch organizations. Also enables you to edit organization information from this menu. |
| Search field | Access items in the main menu directly by typing. |
| Notifications icon | (Updated version only.) View new or unread notifications. |
| Language icon | Switch between English and Portuguese. |
| Profile icon | Display your login ID, session ID, and Control Center version. Also enables you to log out of Control Center without closing the browser window it's in. |
Main menu
At the top left corner of every Control Center screen is the Main menu. The following table describes the main menu items.
Your menu may be different
The contents of your Main menu may be different, depending on:
- What the roles in your access profile allow you to see.
- Any optional features that are enabled for your organization.
| Menu items | Menu options |
|---|---|
| Organization | - Organization - Programs - OpenID - Access keys - Permissions groups |
| Setup | - Financial - Flex controls - Fee Models - Transaction categories - Interest plans - Deposit products - General ledger accounts |
| Audit | Opens the Audit page directly |
| User management | - Users |
| Customer operations | - Accounts management - Disputes management |
Dashboard
The Control Center dashboard displays when you first sign on. The dashboard consists of graphs and charts that provide key statistics about the current organization.
Below the dashboard is an area for your Favorite links, which are items from the main menu that you mark as favorites.
To make a favorite, select the main menu and then select the Star icon next to the menu item.
Updated 12 days ago