Homepage: Personalize

Create Portals

1. Select the Ripple Treasury icon.

2. The Homepage screen opens.

3. Select New Portal.

   

4. Select the Select button for your desired portal.

   

5. Rename the portal as needed.

   

6. Add the widgets that you need.

7. Select Save.

Edit, Clone, Delete, and Export Portals

1. Select the Ripple Treasury icon.

2. The Homepage screen opens.

   

3. Select the portal to be edited from the drop-down list.

   

4. Select the Edit icon.

   

5. Select Add Widget.

6. Add, move, or delete widgets as needed.

7. Clone, delete, or export your portal as needed.

   	Clone: Copy the portal to create a new one.
   	Delete: Delete the portal.
   	Export: Export a PDF of your portal.

8. Select Save.

Manage Widgets

Add Widgets

1. Select the Ripple Treasury icon.

2. The Homepage screen opens.

   

3. Create a new portal or select the existing portal to be edited.

4. Select Add Widget.

   • This button looks differently depending on whether you are in Edit mode.

   

   

5. Scroll through the widgets to find the widgets that would benefit you. A widget can be added multiple times if needed. The available widgets are:

   • Job Status Overview: Summary of batch job statuses (Completed, In [rogress, Errors, Failed) over the last 24 hours.

   • Job Status Insights: Detailed table of batch job statuses, types, and sources.

   • My Day: Quick-access shortcuts to Cash Balance Explorer, Banking NDepth, and Cash Worksheet Groups.

   • Notifications: Pending actions, approval statuses, and system notifications.

   • Favorite Worksheets: Pinned cash worksheets for quick access.

   • Balances: Account balances by date, currency, and last closing balance.

   • Balances (by Currency): Balances grouped by currency group and instrument.

   • Deal Management: Pending deal approvals, confirmations, settlements, and ratesets across FX, Commodity, and Interest Rate deal types.

   • My Approvals: Overdue and upcoming approvals with total equivalent amounts.

   • Upcoming Events: Calendar of upcoming events such as releases, webinars, and maintenance windows.

   • Tasks: Task list with status, priority, notes, and due dates.

   • Digital Assets by Provider: Digital asset holdings grouped by custodian, showing unit quantities, USD values, and percentage of total.

   • Liquidity Overview: Summary of total, cash, and digital asset liquidity.

   • Liquidity by Counterparty: Total cash and digital liquidity broken down by counterparty as a bar chart and table.

   • Cash by Bank: Hierarchical list of banks with cash balances and percentage of total.

   • Digital Asset Transfers: Summary of digital asset transfers plus the abiltiy to initiate digital asset transfers and to access transfer history.

6. Hover over the widget you want to add to your Homepage.

7. Select Add Widget for the desired widgets.

   

8. Select Save.

Move Widgets

1. Select the Ripple Treasury icon.

2. The Homepage screen opens.

   

3. Hover over the top of a widget until your cursor turns into a move arrow.

4. Drag the widget to a new location on the screen.

5. Release the widget.

   

6. Select Save.

Delete Widgets

1. Select the Ripple Treasury icon.

2. The Homepage screen opens.

   

3. Select the Edit icon.

   

4. To delete a single widget:

   1. Select the Delete icon for any widget.

   

5. To delete all widgets:

   1. Select Remove All.

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