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)

Dashboard User Roles

Dashboard Users can have different Roles, granting different Scopes.

Role	Ab.	Description
Read-only	RO	Restricted role with first-level viewing rights.
Basic editor	BE	Restricted role for first-level edition rights.
User management	UM	For operators to edit information and create users.
User & beneficiary management	BM	For operators to create beneficiaries and manage users.
Transfer management only	TM	For operators to create transfers only.
All rights editor	AR	For operators with advanced editing rights.
Manager	M	Dashboard managers, with exhaustive rights and Dashboard User management rights.
Administrator	A	Administrators with all the rights including configuration and bulk card creation.

Note – Administrator Role specificities

Only Administrators can create, edit and delete other Administrators. Also, only Administrators can grant the Administrator Role.

Accessible views per role

Dashboard views	RO	BE	UM	BM	TM	AR	M	A
Search Users
Profiles Board
All Users
Create a new User
User docs pending prereview
All Cards
All Card Transactions
Bulk Cards
Onboarding Users

Possible actions per user role

Action	RO	BE	UM	BM	TM	AR	M	A
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

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.