Enhanced Team and Team Setting Functionality on Broker API Dashboard
Managing team members can be a crucial task for any business or organization. All members must be privy to current information, tracking, monitoring end-customer data, and more. Considering our partners' valuable feedback, we have updated the team and team settings functionality on our Broker API Dashboard. We’ve made it easier now for you to add, manage, edit, and remove members from your team.
What are the New Updates?
Add New Members to your Dashboard
One of the most important features of an API dashboard is the ability to add new team members quickly and easily. You can do this easily by selecting the team settings option on the left-hand side of the dashboard and selecting the Add Team Member option.
A side banner will appear, from which you can enter the name and email address of the team member you would like to add to the dashboard. You can also select the role you want to give to the particular member. Here are the following roles we offer:
Super User: Is the owner of the API Instance and has the right to add, edit or remove team members. They can also get account details, journal details, access transfers, funding, manage accounts, keys, and more.
Developer [Admin]: A team member designated as the Developer can get account details, access ACATs transfers, and manage accounts. But they cannot access funding, manage keys, or update team members' roles.
Operations: This role is limited to only accessing accounts, journals, and ACATs transfers.
Support: We added a new role in which team members in this position will only have read-only access. Super Users can give access to this role to support members of their organization to investigate, understand and solve end issues.
You can add multiple members in one go by choosing Submit & Add Another or add a single member only by selecting Add Team Member. These members will be sent an email invite to join your team in Broker API Dashboard.
Instantly Edit your Team Name
Another new feature we’ve added is the ability for your to edit your team name. The edited name will instantly be displayed on the spot. We have also added your correspondent code (top left corner) in case you require access.
Edit Role, or Delete Team Members from Dashboard.
In addition to adding new team members and editing team names, our dashboard also allows for swift editing or deleting of existing team members. This can include updating roles or revoking access to the dashboard. This feature allows for more efficient management of team members, as changes can be made quickly and easily without the need to contact individual members.
Get Started Today!
Overall, the enhanced functionality of team and team settings on the Broker API dashboard will make it easier for you to manage team members and ensure that the correct individuals have access. With the ability to add, edit, and remove team members quickly and easily, you can now maintain a more efficient and secure API environment.
For more information, you can also take a look at our product walkthrough for this feature below.
The content is for general information purposes only. All images are for illustrative purposes only.
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