This section allows you to manage a list of users who have access to the service and its dashboard (dashboard is where all the personal data of users who applied to your service is stored).

We have created different roles so you don't have to worry about things like security. 

Available roles:

  • Manager
    Can manage the applications in the dashboard (view, review, reject, approve). Additionally, Manager can access settings of the dashboard and some additional features like data export.
  • Reviewer
    Reviewer is only allowed to work with the data in the dashboard. This role is designed for compliances specialists who manage the onboarding process.
  • Accountant
    Can view the Usage tab in the Admin Console.
  • Read-only
    Can view the data in the dashboard, but is not allowed to process it (e.g. approve or reject). This role is perfect for your Support team (check the status of the application or other information) or to share data with 3rd parties like (for example compliance auditor, regulator).



Article is closed for comments.

Was this article helpful?

1 out of 3 found this helpful
Powered by Zendesk