Enrolled Customer Profile

The Enrolled Customer Profile page gives you a central view of all customers who have been enrolled onto the internet banking channel within Udara360. This is the page you would come to when a customer contacts you about their internet banking access, whether they've been locked out, need their password count reset, or need to be deactivated. You can also modify a customer's profile details or view their full enrolment record directly from this page. This guide will walk you through all actions available on the Enrolled Customer Profile page.

Accessing Enroll Customer Profile

1. Log into the application using your credentials.

2. From the dashboard, navigate to E-Channels in the side menu.

3. Expand Internet Banking and Select Enroll customer Profile from the dropdown list

Manage Customer Profiles

In the Actions column, click the three vertical dots (⋮) next to the customer you want to action and select from the following options:

Action	Description
Modify	Update the customer's internet banking profile details.
View	View the customer's full enrolment record.
Deactivate	Disable the customer's internet banking access.
Reset Password Count	Reset the customer's failed password attempt count, restoring access if they have been locked out.

Filtering the Records

1. Click the Filter button at the top right of the page

2. Enter your preferred filter criteria

3. Click Apply to display the filtered results

📌Click Reset Filter to clear all applied filters and return to the full list.