How do members of my team get access to the Dashboard?
Our highest level credentials are ROLE_PLATFORM, they enable users to see across applications and Identities. Due to the sensitive nature of these credentials, access to these is tightly controlled.
To add a user to the dashboard, email email@example.com or create a support ticket with the following information:
a. Full Name
c. Explicit authorization to add the user to your system with ROLE_PLATFORM credentials.
How does the dashboard creation process work?
Theoretically, anyone could replicate our dashboard. We use the same public-facing APIs that are shown in the developer documentation to create our own dashboard environment.
We first generate a set of API credentials scoped to the appropriate role and then add the credentials to our Dashboard service. Thereafter, a welcome email is sent out (this can be customized) and the merchant or your team member will be invited to Finix Dashboard.