1.2 Workspace Layout & Dashboard

WhoEvery bank user

WhereEvery screen after sign-in

PermissionNone for the layout. The dashboard cards depend on your role

Every screen in SaakhSetu uses the same frame: a header across the top, a sidebar on the left and a work area in the middle.

The header

Element	Position	What it does
Bank logo	Top left	Your bank's logo, set in Customize Branding. If no logo is set, the SaakhSetu logo appears
Notification bell	Top right	Shows recent in-app notifications. A red count shows how many are unread
Avatar and name	Top right	Shows your name, plus your branch · role underneath, for example Pune Branch · Credit Assistant. Select it to open the profile menu

Profile menu

Select your avatar or name to open it.

Item	What it shows or does
Your name and email	The account you are signed in with
Sign Out	Ends your session and returns you to Sign-In

Notifications

• Select the bell to open your notifications. The list shows your 5 most recent notifications, newest first, with how long ago each one arrived (for example 2 hours ago).
• Unread notifications have a light green background. Select one to mark it as read.
• Select Read all to mark every unread notification as read, including older ones not shown in the list.
• The list refreshes by itself about every 15 seconds and whenever you move to another screen. There is no need to reload the page.

What you are notified about

You are notified when a decision is made on a request you raised. One example is a document waiver request being denied.

The sidebar

The sidebar lists the screens your role can use. The selected item is highlighted.

Control	What it does
Any menu item	Opens that screen
Collapse / expand button (bottom of the sidebar)	Shrinks the sidebar to icons only, to give the work area more room. Select it again to expand

For what each sidebar item does and who sees it, see The sidebar at a glance.

On phones and small tablets

On a screen narrower than a typical tablet, the sidebar is hidden to save space.

1. Select the menu icon (three lines) at the top left.
2. The sidebar slides in from the left, with your bank logo at the top.
3. Select a menu item. The sidebar closes by itself.

Your bank's look

SaakhSetu uses your bank's logo and primary and accent colours throughout: buttons, highlights, the avatar and selected menu items. A Bank Admin sets these in Customize Branding. Changes apply to every user in your bank.

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Dashboard

The Dashboard is the first screen you see after signing in. What it shows depends on your role. The workspace screenshot at the top of this page shows a Bank Admin's dashboard.

Every user sees

Element	Description
Welcome back, your first name!	A greeting with a short description of the workspace
Secure Workspace notice	A reminder that your session is protected

Staff without administration rights

Users such as Credit Assistants and Credit Officers see a Your Workspace Profile card that confirms the role they are signed in as. Use the sidebar to reach your daily work, usually Farmer Profiles and Loan Assessments.

Administrators also see

Statistics cards, shown according to your permissions:

Card	Shows	Shown when you have
Total Users	The number of staff accounts, with how many are Active and how many are Pending Invites	user.view or user.manage
Hierarchy Nodes	The number of org units (Head Office, regional units and branches)	org_unit.manage
Configured User Roles	The number of roles: the default templates plus any custom roles	role.manage

Quick Actions shortcuts:

Shortcut	Opens	Shown when you have
Configure Hierarchy	Org Units Hierarchy	org_unit.manage
Invite Bank Staff	User Management	user.manage
Adjust Permissions	Role & Permissions	role.manage
Customize Branding	Customize Branding	tenant.branding.manage

Pending Invites

If Pending Invites stays above zero, some invited staff have not activated their accounts yet. Open User Management, filter Status to Pending, and use Resend Invite if needed.