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Dashboard Users

Dashboard Users are the users that can access your Dashboard for administration and support purposes. They are different from your end users and can log into the Dashboard with the same URL as you do.

You can manage them in the Dashboard Users view available from the main navigation, Administration section.

dashboard users
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Tip – Dashboard users are Support users

The Treezor API refers to Dashboard users as "Support Users".

Create a Dashboard User

If you have an Administrator or a Manager Role, you can create new Dashboard users by clicking on the “Add a new user” button available in the upper right corner.

dashboard users add button

In the prompted dialog box, you need to fill in the following fields:

  • Username (or email), which must be unique
  • Role (as described in the table below)
  • Password
  • SAML Key (when using your own SSO solution, to link automatically a Dashboard User to a Dashboard OAuth2 client)
dashboard user creation popup

About Dashboard User Roles

Dashboard Users can have different Roles, granting different Scopes.

RoleScopes granted
Support User - Read onlyread_only, read_all
Support Userread_only, read_all, read_write
Support & legal Userread_only, read_all, read_write, legal
Managerread_only, read_all, read_write, legal, support_user_management
Administratorread_only, read_all, read_write, legal, support_user_management, admin
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Note – Administrator Role specificities

Administrators can only be created and edited by other Administrators. Also, only Administrators can grant the Administrator Role.

Accessible views per user role
Dashboard viewsSupport – Read onlySupportSupport & legalManagerAdmin
Search Usersyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
Profiles Boardyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
User docs pending prereviewyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
Create a new Userno crossno crossyes checkmarkyes checkmarkyes checkmark
All Usersyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
All Cardsyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
All Card Transactionsyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
Bulk Cardsno crossno crossno crossno crossyes checkmark
Onboarding Usersyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
Administration viewsSupport – Read onlySupportSupport & legalManagerAdmin
Dashboard Usersno crossno crossno crossyes checkmarkyes checkmark
Predef Restriction Groupsno crossno crossno crossno crossyes checkmark
Templating managementno crossno crossno crossno crossyes checkmark
System Configurationno crossno crossno crossno crossyes checkmark
Webhooksno crossno crossno crossno crossyes checkmark
Cryptographyno crossno crossno crossno crossyes checkmark
Possible actions per user role
ActionSupport – Read onlySupportSupport & legalManagerAdmin
Deactivate Userno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Send forgot passwordno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Edit User informationno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Organize Profile elementsno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Secure SCA on this deviceno crossno crossyes checkmarkyes checkmarkyes checkmark
Unlock SCA on this deviceno crossno crossyes checkmarkyes checkmarkyes checkmark
Reset PIN on the deviceno crossno crossyes checkmarkyes checkmarkyes checkmark
Delete SCA on this deviceno crossno crossyes checkmarkyes checkmarkyes checkmark
Add KYC documentno crossno crossyes checkmarkyes checkmarkyes checkmark
Submit KYC to Treezorno crossno crossyes checkmarkyes checkmarkyes checkmark
Review documentno crossno crossyes checkmarkyes checkmarkyes checkmark
Delete documentno crossno crossyes checkmarkyes checkmarkyes checkmark
View processed KYC documentsyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
Download processed KYC documentsyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
Delete processed KYC documentsno crossno crossyes checkmarkyes checkmarkyes checkmark
Add Walletno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Make a Payoutno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Create Wallet to Wallet Transferno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Download Operationsyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
View Wallet Detailsyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
Generate Account detailsyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
Edit Walletno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Generate a Statementyes checkmarkyes checkmarkyes checkmarkyes checkmarkyes checkmark
Deactivate Walletno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Activate cardno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Block cardno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Update card settingsno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Create Beneficiaryno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Edit Beneficiaryno crossyes checkmarkyes checkmarkyes checkmarkyes checkmark
Add Child Userno crossno crossyes checkmarkyes checkmarkyes checkmark
Create Administratorno crossno crossno crossno crossyes checkmark
Edit Administratorno crossno crossno crossno crossyes checkmark
Delete Administratorno crossno crossno crossno crossyes checkmark

Manage a Dashboard User

ActionDescription
edit buttonUpdateEdit an existing Dashboard User (using the same dialog box as for the creation).
delete buttonDeleteRemove a Dashboard User. This action is irreversible.
unlock buttonUnblockUnblock a blocked Dashboard User. This action is only available for Dashboard Users who failed to login 3 times in a row.