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.

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.

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)

About Dashboard User Roles

Dashboard Users can have different Roles, granting different Scopes.

Role	Scopes granted
Support User - Read only	read_only, read_all
Support User	read_only, read_all, read_write
Support & legal User	read_only, read_all, read_write, legal
Manager	read_only, read_all, read_write, legal, support_user_management
Administrator	read_only, read_all, read_write, legal, support_user_management, admin

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 views	Support – Read only	Support	Support & legal	Manager	Admin
Search Users
Profiles Board
User docs pending prereview
Create a new User
All Users
All Cards
All Card Transactions
Bulk Cards
Onboarding Users

Administration views	Support – Read only	Support	Support & legal	Manager	Admin
Dashboard Users
Predef Restriction Groups
Templating management
System Configuration
Webhooks
Cryptography

Possible actions per user role

Action	Support – Read only	Support	Support & legal	Manager	Admin
Deactivate User
Send forgot password
Edit User information
Organize Profile elements
Secure SCA on this device
Unlock SCA on this device
Reset PIN on the device
Delete SCA on this device
Add KYC document
Submit KYC to Treezor
Review document
Delete document
View processed KYC documents
Download processed KYC documents
Delete processed KYC documents
Add Wallet
Make a Payout
Create Wallet to Wallet Transfer
Download Operations
View Wallet Details
Generate Account details
Edit Wallet
Generate a Statement
Deactivate Wallet
Activate card
Block card
Update card settings
Create Beneficiary
Edit Beneficiary
Add Child User
Create Administrator
Edit Administrator
Delete Administrator

Manage a Dashboard User

	Action	Description
	Update	Edit an existing Dashboard User (using the same dialog box as for the creation).
	Delete	Remove a Dashboard User. This action is irreversible.
	Unblock	Unblock a blocked Dashboard User. This action is only available for Dashboard Users who failed to login 3 times in a row.