Overview

There are two types of users that can access your Dashboard: platform administrators and read-only administrators.

Platform administrators

Platform administrators have read and write access to records on your Dashboard.

Read and write access

This role can view, create, update, or delete records on the Dashboard, such as:

  • Users
  • Bank accounts
  • Card accounts
  • Items
  • Fees
  • Transactions

In addition, platform administrators can perform the following item actions:

  • Request payment
  • Make payment
  • Request release
  • Release payment
  • Acknowledge wire
  • Acknowledge PayPal
  • Cancel
  • Revert wire
  • Request refund
  • Refund

The platform administrator also has access to most API calls listed in the API Reference.

Analytics overview and reports

Platform administrators can use the Dashboard’s Analytics Overview and generate Reports.

Token authentication

Platform administrators can view your platform API token and can authenticate API environments.

Read-only administrators

Read-only administrators can view information on your Dashboard but cannot create, update or delete records.

View access

This role can view records on the Dashboard, such as:

  • Users
  • Bank accounts
  • Card accounts
  • Items
  • Fees
  • Transactions

The read-only administrator also has access to “List” and “Show” API calls listed in the API Reference.

Analytics overview and reports

Read-only administrators can use the Dashboard’s Overview and generate Reports.

Token authentication

Read-only administrators cannot view your platform’s API token. Likewise, these roles cannot be used to authenticate API environments.

Limitations

Administrator roles enable you to manage your platform’s basic operations to help with day-to-day tasks. Nonetheless, to ensure your platform’s security and stability, access to many configurations within the platform is limited to Assembly administrators only. For example, you will still need to contact Assembly for instances such as:

Adding administrators to your platform

Contact Assembly support if you want to add more administrator accounts to your Dashboard.

Did this answer your question?