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:
- Changing your platform’s KYC requirements for its sellers
- Enabling features such as Soft descriptors and Card pre-authentication
- Using a public key for Integrating PromisePay.js
Adding administrators to your platform
Contact Assembly support if you want to add more administrator accounts to your Dashboard.