2 The Back Office user interface

If you are building your own interfaces using our BFS API you are probably not using our customer front-end or advisory interface but instead, you will probably use our back-office interface a lot. This is where you get the details of what happens in your BFS instance and where you can make all types of settings.

The back office interface and its available functions are described in detail in the Back office article section of this knowledgebase and this article will give you a broad overview.

On the login screen, you will find helpful links.

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You will also find links to this Knowledgebase, BFS API documentation, Support portal, and the specific API support portal.

When you first log on you will be directed to the dashboard.

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You can customize the sections in the dashboard by clicking the settings icon on the dashboard tab.

This will open the configuration window for you where you can determine by drag and drop which sections you want to show on your dashboard.

By clicking the help buttons you will be able to see a customized help section for where you currently are within the system.

The help section will open from the right corner.

On the Dashboard, you will also have an Activity Tab. If you have assigned tasks these will be shown here. The notification bell will show a number when you have new tasks assigned to you.

Depending on which add-ons you have activated for your BFS instance you will see various menus.

To view and try various add-ons navigate to the House menu and select Add-on.