Treezor Doc

# 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.

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
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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 views Support – Read only Support Support & legal Manager Admin
Search Users yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
Profiles Board yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
User docs pending prereview yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
Create a new User no cross no cross yes checkmark yes checkmark yes checkmark
All Users yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
All Cards yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
All Card Transactions yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
Bulk Cards no cross no cross no cross no cross yes checkmark
Onboarding Users yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
Administration views Support – Read only Support Support & legal Manager Admin
Dashboard Users no cross no cross no cross yes checkmark yes checkmark
Predef Restriction Groups no cross no cross no cross no cross yes checkmark
Templating management no cross no cross no cross no cross yes checkmark
System Configuration no cross no cross no cross no cross yes checkmark
Webhooks no cross no cross no cross no cross yes checkmark
Cryptography no cross no cross no cross no cross yes checkmark
Possible actions per user role
Action Support – Read only Support Support & legal Manager Admin
Deactivate User no cross yes checkmark yes checkmark yes checkmark yes checkmark
Send forgot password no cross yes checkmark yes checkmark yes checkmark yes checkmark
Edit User information no cross yes checkmark yes checkmark yes checkmark yes checkmark
Organize Profile elements no cross yes checkmark yes checkmark yes checkmark yes checkmark
Secure SCA on this device no cross no cross yes checkmark yes checkmark yes checkmark
Unlock SCA on this device no cross no cross yes checkmark yes checkmark yes checkmark
Reset PIN on the device no cross no cross yes checkmark yes checkmark yes checkmark
Delete SCA on this device no cross no cross yes checkmark yes checkmark yes checkmark
Add KYC document no cross no cross yes checkmark yes checkmark yes checkmark
Submit KYC to Treezor no cross no cross yes checkmark yes checkmark yes checkmark
Review document no cross no cross yes checkmark yes checkmark yes checkmark
Delete document no cross no cross yes checkmark yes checkmark yes checkmark
View processed KYC documents yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
Download processed KYC documents yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
Delete processed KYC documents no cross no cross yes checkmark yes checkmark yes checkmark
Add Wallet no cross yes checkmark yes checkmark yes checkmark yes checkmark
Make a Payout no cross yes checkmark yes checkmark yes checkmark yes checkmark
Create Wallet to Wallet Transfer no cross yes checkmark yes checkmark yes checkmark yes checkmark
Download Operations yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
View Wallet Details yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
Generate Account details yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
Edit Wallet no cross yes checkmark yes checkmark yes checkmark yes checkmark
Generate a Statement yes checkmark yes checkmark yes checkmark yes checkmark yes checkmark
Deactivate Wallet no cross yes checkmark yes checkmark yes checkmark yes checkmark
Activate card no cross yes checkmark yes checkmark yes checkmark yes checkmark
Block card no cross yes checkmark yes checkmark yes checkmark yes checkmark
Update card settings no cross yes checkmark yes checkmark yes checkmark yes checkmark
Create Beneficiary no cross yes checkmark yes checkmark yes checkmark yes checkmark
Edit Beneficiary no cross yes checkmark yes checkmark yes checkmark yes checkmark
Add Child User no cross no cross yes checkmark yes checkmark yes checkmark
Create Administrator no cross no cross no cross no cross yes checkmark
Edit Administrator no cross no cross no cross no cross yes checkmark
Delete Administrator no cross no cross no cross no cross yes checkmark

# Manage a Dashboard User

In the Dashboard Users view, the following commands are available for each user:

  • Update – Edit an existing Dashboard User (using the same dialog box as for the creation).
  • Delete – Remove a Dashboard User. This action is irreversible.
Updated on: 4/30/2024, 12:23:09 PM

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