Overview

The Administration Panel

You can view and change settings for your workspace from the administration panel. Access it by following the “View Admin Panel” link from the bottom-left of the workspace.

User management

Users

Users are people who can log into the Synctera Console. Users' access to different parts of the Synctera Console is controlled by their group membership and role assignment. Certain functionality is hidden from users who do not have access to it.

The Users page is where you manage the people who have access to your workspace.

By default, all active users are shown. You can filter the users by typing in the search field. Clicking on a user brings up a dialog with which you can change the user's name, group membership and assigned roles. From this dialog you can also deactivate a user, which terminates the user's access to the current workspace.

Add a user with the "Add user" button. This brings up a dialog similar to the one above which lets you input the user's name, group membership and assigned roles.

Groups

When multiple users need access to the same data, you can make them members of a group. Groups aggregate the permissions from several roles. For this reason, they are the easiest way to ensure consistent access to your workspace is maintained.

The Groups page is where you manage groups.

By default, all groups are shown. You can filter the groups by typing in the search field. Clicking on a group brings up a dialog with which you can change the group's description (name), add members, and assign roles.

Add a group with the "Add group" button. This brings up a dialog similar to the one above which lets you input a description, add members, and assign roles.

Bank user access to FinTech data

The dialog presented to bank users has another selector, "Provides access to the following partners". It is a list of all of the fintechs with which the bank is partnered. A group for which this selector is used, that is to say one or more fintechs are selected, provides its members with limited access to fintech data rather than the bank's data.

Only roles with the following permissions can be assigned to a group:

• accounts:read
• accounts:write
• cards:read
• cards:write
• cases:read
• cases:write
• customers:read
• customers:write
• sub_ledger:read
• waitlists:read

Any roles with permissions other than the above are unavailable to be assigned to a group which has specific Fintechs selected. 

Roles

Roles are the building blocks of the Synctera Console security model. A role aggregates a set of permissions. Several roles are built into the Synctera Console and can be used in any workspace. You can also make a new role which tailors the permissions for your use case. Roles that you make are available in your workspace only.

The Roles page is where you manage roles.

By default, all roles are shown. You can filter the roles by typing in the search field. You can view a role by clicking on “View”, and you can delete a role that you made by clicking on “Delete”. When you View a page you can see which permissions are provided by this role. You can change the permissions by clicking on “Actions” at the top-right, and then “Edit role”.

Add a role with the "Create a role" button". This brings up a page similar to the **Edit role** page, and lets you choose which permissions are provided by the role.

See the Permissions article to learn more about each permission.