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Administrators

Overview

Administrator is an administrative profile with access to the Admin Panel. The functionality varies depending on the administrative access roles assigned to the profile. The most common use case is managing clients and transactions within an Admin Panel section. For example, an Administrator can be responsible for the Banking section, while another one is entitled to manage only Exchange transactions.

Opening the item

Follow the steps below to access an Administrator profile:

  1. Navigate to the Admin Panel

  2. Click Administration on the left sidebar

  3. Go to the Administrators menu item.

  4. Click Show or Edit in a profile line to open its details.

How to create an Administrator profile

To create an Administrative profile

  1. Navigate to the Admin Panel

  2. Click Administration on the left sidebar

  3. Go to the Administrators menu item.

  4. Click Add new to create a profile.

  5. Fill in the personal details fields including the following:

    1. First name, Last name, Email, and Locale.

    2. Set the Enabled checkbox to activate the profile once it is created.

    3. Set the profile password in the Password and Repeat password fields. The credentials will be used for logging in to thew Admin Panel.

    4. Select one or several access roles for the profile from the Access Roles drop-down list. See Access roles (Administration) for functionality details.

    5. Select a role from the Role drop-down list:

      1. Admin: an Administrator with access limited by the defined access roles.

      2. Super Admin: an Administrator with unlimited access within the Admin Panel.

      3. Agent: a White label agent entitled to create new client profiles.

    6. Click Create to confirm the profile creation.

Component parameters

Parameter

Description

Id

The column demonstrates internal identification numbers assigned to Administrators.

First Name

First name of an Administrator.

Last Name

Last name of an Administrator.

Email

Email address of an Administrator. The parameter value is used as credentials

Role

Defines the type of an administrative profile:

  • Admin: an Administrator with limited access. This type of Administrators is mostly entitled to a specific functionality depending on the defined access roles. For example, an Administrator can access the Banking section, while the other sections remain unavailable. See Access roles (Administration) for details.

  • Super Admin: an Administrator with unlimited access within the Admin Panel. Such Administrators can access any section of the Admin Panel and entitled to create and edit Admin profiles.

  • Agent: a White label agent entitled to create new client profiles. See Agents for details.

Enabled

Defines whether the profile is active and can be used to access the Admin Panel.

Is Two Factor Auth Enabled

Defines whether the 2FA is enabled for the profile.

Action

  • Click Show to open profile details without the ability to edit them.

  • Click Edit to open profile details with the right to apply changes.

Help

Click to access the current page right from the Admin Panel.

Configuring the component

Parameter

Description

First Name

First name of an Administrator.

Last Name

Last name of an Administrator.

Email

Email address of an Administrator. The parameter value is used as credentials

Locale

Defines the location and language for the profile.

Enabled

Defines whether the profile is active and can be used to access the Admin Panel.

Password

Profile password. The credentials will be used for logging in to thew Admin Panel. Fill in the field with the new profile password when changing it

Repeat password

Fill in the field with the new profile password when changing it.

Access roles

Defines which access roles are assigned to the profile. Click the field and select an access role from the drop-down list. See Access roles (Administration) for details.

Access groups

Defines which administrative access groups are assigned to the profile.

An Access group defines which objects will be available for an agent or an administrator in the Admin Panel. For example, you can define exact client profiles that will be visible to the Agent. If the field is not set, the agent will see all objects.

Role

Defines the type of an administrative profile:

  • Admin: an Administrator with limited access. This type of Administrators is mostly entitled to a specific functionality depending on the defined access roles. For example, an Administrator can access the Banking section, while the other sections are not available for them. See Access roles (Administration) for details.

  • Super Admin: an Administrator with unlimited access within the Admin Panel. Such Administrators can access any section of the Admin Panel and entitled to create and edit Admin profiles.

  • Agent: a White label agent entitled to create new client profiles. See Agents for details.

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