Dashboard Users

Dashboard Users are the users that can access your Dashboard for administration and support purposes.

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

Create a Dashboard User

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

In the prompted Create Dashboard user dialog box, fill in the following fields:

• Username (or email), which must be unique
• Role (as described in the table below)
• Password, following the indicated rules
• 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
Users
User details
Create User
Cards
Wallets
Beneficiaries
All Card Transactions
Bulk Cards

Possible actions per user role

Action	RO	BE	UM	BM	TM	AR	M	A
Edit User main information
Delete User
Secure SCA on this device
Unlock SCA on this device
Reset PIN on the device
Delete SCA on this device

Manage a Dashboard User

Commands

Below are the commands available to manage Dashboard Users.

	Action	Description
	Delete	Remove a Dashboard User. This action is irreversible.
	More	Provides access to the following commands: "Change password" - Opens the Change password popup. "Reset 2FA" - The corresponding user will have to set up their 2FA the next time they logged in.
	Unblock	Unblock a blocked Dashboard User. This action is only available for Dashboard Users who failed to log in 3 times in a row.

Access renewal

Dashboard User accesses are to be renewed every 3, 6, or 12 months depending on the duration configured with your Treezor Implementation Manager.

In the Dashboard Users view, Status column, you can see for each user whether they are "Active", "Expiring soon", or "Expired". Clicking on the "info" icon displays the necessary command to renew the user's access to the Dashboard when needed.

Security – Activate renewable access for all users

Some users might still have permanent access after the delivery of this feature; they are indicated by a red "Active" status.