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. |