Accounts
The Accounts screen under Settings in Banno People offers in-depth customization options for how your end users view their account details. These controls cover all available account types, and all fields possible to show your end users.
How it works
After navigating to the Accounts screen, you are presented with a list of each account type and the the fields available for each. Each field contains two components:
- Checkbox
- This controls whether or not a field is visible to end users. A selected box means this field will appear on the Account details screen in Banno Apps.
- Name entry
- This contains the label displayed for each field. Each field has a default name that your financial institution can edit as desired. Once a field is edited, the original name will appear below the text entry box and a Reset link will appear to return the name to the default in a single click.
In the upper right of each account type, the Reset to institution default changes every selection to your initial settings.
Once you have edited the desired details for a given account type, the Save button reflects the new details and names in your apps within 10 minutes.
Each time these fields are changed, a history event is generated.