CPX xChange

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Financial Institutions

When the login to CPX is performed by other than a member of the partner financial institution, rather than "graying out" the tab on the left, the suggestion is to remove it from the options on the left.  Buying organizations (Corporates) do not need to see another tab as it will only invite questions.

  • Guest
  • Mar 7 2018
  • Already exists
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  • Brandon Iglesias commented
    April 13, 2018 18:54

    Hey Kevin, 

    If a buyer user logs onto CPX they do not have the ability to view the institution they are associated with. They also would not see the Institution or Network tabs in the left-hand navigation menu.

    Please let me know if I misunderstood your request. 

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