Preliminary note
The Dashboard is an online interface that allows the creditor (merchant) to see and monitor the mandates and transactions that he does with SlimPay.
The Dashboard can be accessed on two different platforms:
- Test platform: https://dashboard.preprod.slimpay.com
- Production platform: https://dashboard.slimpay.com
Please click on the appropriate link, fill your email address and click on “reset password” to receive by email the process to create your password.
For further information, read articles as: What are the SlimPay management tools?
Roles Definition
Administrator credentials are provided by SlimPay’s Customer Success team. The Administrator can invite his team and assign them predefined roles through the “Team” page.
The first account is created by SlimPay for the Administrator role.
Once the administrator is connected to the Dashboard, he will be able to invite more people to the Dashboard and to assign them a predefined role.
In order to help you assign the correct roles to your team:
|
Tab |
Administrator |
Operator |
Finance |
Developer |
Agent |
View only |
|---|---|---|---|---|---|---|
|
Team Invite users & Assign roles |
✅ |
❌ |
❌ |
❌ |
❌ |
❌ |
|
App management Generate your app-secret and configure your URL |
✅ |
❌ |
❌ |
✅ |
❌ |
❌ |
|
Balance View and do Funds transfer |
✅ |
❌ |
✅ |
❌ |
✅ |
❌ |
|
Reporting View & Download |
✅ |
❌ |
✅ |
❌ |
✅ |
✅ (view only) |
|
Orders View & Export Sign by link & Sign by delegation |
✅ ✅ |
✅ ✅ |
✅ ❌ |
✅ ❌ |
✅ ❌ |
✅ ❌ |
|
Authorizations View Create, Modify, Revoke a mandate Export Import Mandates |
✅ ✅ ✅ ✅ |
✅ ✅ ✅ ✅ |
✅ ✅ ✅ ✅ |
✅ ❌ ✅ ❌ |
✅ ❌ ✅ ❌ |
✅ ❌ ✅ ❌ |
|
Payments View Modify, Cancel, Reimburse |
✅ ✅ |
✅ ✅ |
✅ ✅ |
✅ ❌ |
✅ ❌ |
✅ ❌ |
|
Plans View Modify Export |
✅ ✅ ✅ |
✅ ✅ ✅ |
✅ ✅ ✅ |
✅ ❌ ✅ |
✅ ❌ ✅ |
✅ ❌ ✅ |
|
Subscribers View |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
To know how to manage users, read this article