With the new dashboard comes the concept of users, rather than assessments. A user and an assessment are ultimately one and the same - a bucket in which we can aggregate financial data - however there are some subtle differences between the two, including new features and data points you can now access via a user.
An assessment in the Classic Dashboard is a way to capture all the financial details for a specific person a group of people, like a bucket of information.
When creating an assessment an Assessment ID is generated to be able to identify that assessment uniquely.
You can also add in a First Name and Last Name for the assessment to make it easier to identify for a human.
As user in the New Dashboard is a way to capture all the financial details for a specific person or a group of people, like a bucket of information.
When creating the user a user ID is generated to be able to identify that user uniquely.
It is required to input an Email and a Mobile Number for this user in the dashboard to make it easier to identify for a human. We do not do a verification of check these emails from Basiq’s side. You can also include First Name, Middle Name and Last Name for this user object.
There is no concept of record owner with the new dashboard. Alternatively we encourage partners to use application management or permission sets in order to restrict access.
Partners can view connection details such as:
Updated 5 months ago