Interface customization

Take advantage of the extended capabilities for user interface customization. Use System Designer to setup workplaces, show or hide system sections for different user roles, or personalize the application by adding company's logo and applying your corporate color scheme.

User customization

Customize bpm’online bank customer center to fit the unique business needs and requirements. Easily rearrange, add and remove lookups, data fields and entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logics without programming.

Visual content designer

Create contracts, eye-catching email templates for your mass mail campaigns or specifications by using the built-in content designer. The system offers a library of ready-to-use elements, as well as tools for working with content – just add your text, company logo or image and the email is ready to be sent. Save the newly created template in bpm’online to use it in the future.

Mobile app customization

Make sure you work only with relevant information via mobile device. Use the mobile app wizard to add or hide different system sections, as well as to personalize your mobile application.

User roles and access rights

In bpm’online bank customer center you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.

LDAP integration

Use Active Directory credentials to access bpm’online. You do not have to remember different usernames and passwords, and the system administrator doesn't have to manually add profiles for new employees to access the system.

Activity log

The activity log keeps a record of all operations with critical data and allows for the quick retrieval of information, along with the chronology of all events in the system: what was done, by whom and when.