Backoffice portal

The Backoffice portal is a customisable interface designed for Customer Admins - users who need to manage operational scenarios beyond the scope of the standard Admin Portal.

Backoffice portal within the Toqio ecosystem:

Key Capabilities

Workflow and App Management

Use the Toqio Design Studio to build, test, and install apps that operate within the Backoffice portal.

Dynamic Menu Configuration

Configure the Backoffice menu using the Menu Configurator available in the Toqio Design Studio. Show or hide apps based on your internal team’s operational needs.

Illustrative Scenarios

📌 Lending Products

Merchant portal: A merchant applies for a loan.
Backoffice portal: Admin reviews the request and approves/rejects via a custom app dashboard.

📌 Payment Collections

Merchant portal: Merchant schedules or sends payments.
Backoffice portal: Admin monitors payment status or triggers reconciliation manually.

📌 Funds Transfers

Merchant portal: Merchant initiates an international transfer.
Backoffice portal: Admin tracks the transaction and adjusts exchange rate configurations.

📌 Insurance Operations

Merchant portal: Merchant submits a request for insurance.
Backoffice portal: Admin processes claims and performs risk reviews.

Access and Usage

The primary users of the Backoffice Portal are Customer Admins
Use dedicated access URLs per environment to access the Backoffice Portal
Assign the Backoffice admin role to users via the Admin Portal
Design your workflow apps for your business case via Toqio Workflows
Install apps and configure the menu via the Toqio Design Studio

For support or feedback, please contact your dedicated Customer Success Manager.