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Definition of Dashboard user profiles

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Updated:

User profiles allow you to limit or extend the access rights and display of features on the Dashboard (V.2).

The first user profile is created by SlimPay for the Administrator profile.

Once the administrator has logged in to the dashboard, he/she can create other user accesses with the appropriate profile.  

mceclip0.pngOula, it is not very clear... How to create users? We tell you everything in How to manage users.

 

You can choose from ten user profiles (also called user roles):

  • Administrator Can access all screens and manage the Dashboard configuration (V.2).
  • Operator Can access all sections except the Dashboard configuration (V.2) and the Finance section (Balance and Reporting).
  • Operator King
  • Finance Can access all sections except the Dashboard configuration (V.2).
  • Finance K*
  • Customer Service* (K*)
  • Customer Service K*
  • Developer Can access all sections except Dashboard configuration (V.2) and Finance (Balance and Reporting).
  • Agent Can view all sections except Dashboard Administration (V.2) (Team, Settings, etc.) and create fund transfers.
  • Read only Can access all sections except Dashboard (V.2) configuration and Finance (Balance and Reporting).

*New: These profiles will be available by the end of Q1 2022.

 

Summary of user profiles

Here is the list of the 10 possible profiles for each of your team members available on the Dashboard (V.2):

Note: Admin. = Administrator; Ope= Operator; Ope.K= Operator King; C.S.= Customer Service; C.S. K= Customer Service King; Fin.= Finance; Fin.K= Finance King; Dev.= Developer; Agent= Agent; R.O.= Read Only

Team  Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

Invite users & assign roles

               
App management  Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

Generate the secret app and configure your URLs

   
Balance  Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View & make money transfers

Reporting  Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View & Download

(View only)

Orders  Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View & Export

Cancel an order file

Sign by sending a link & by operator

Autorizations  Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View

Create, Modify, Revoke a mandate

 ❌  ❌

 ❌

Export

Import Mandates

 ❌  ❌

 ❌

Mandate templates Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View the list of mandate templates

Import a mandate template

Select a default mandate template

Delete a mandate template

Download a mandate template

Control of the fields of a mandate template

Payments  Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View

Modify, Cancel, Refund

Cancel a bulk SDD

Plans Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View

                   

Cancel

   ✅

Modify

Export

                 
Documents  Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View

Create, Modify

 ❌

Export

 ❌

Download

Perform document searches via filters

 ❌
Document templates  Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View the list of document templates

Import a document template

Import a document template

Download the content of a document template

Control document template fields

 
Files Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.

View

Create, Modify, 

Export

Import Files

Download

Subscribers Admin. Ope. Ope. K C.S. C.S. K Fin. Fin. K Dev. Agent R.O.
View

 

 

 

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