Phase 1 - Setup and configuration invite team members

Register for a dashboard account

Registering for a Basiq account is easy and free! Simply hit get started and fill in your details to register.

Configuring your dashboard account

Customise your dashboard so it aligns with your company branding

Configure your organisation's details
Add your organisation's logo

Establish your permission sets

Establish permission sets that can be applied at a user and API level to ensure that data is being viewed by the correct people.

Invite and manage team members

Collaborate with people from your business within the dashboard and provide access where required.

Editing profile account settings and enabling 2FA

Edit your profile details and keep your account secure by enabling two factor authentication.

Enforcing Multi-Factor Authentication (MFA)

We are preparing to enforce Multi-Factor Authentication (MFA) for enhanced security. Here’s what you need to know:

MFA will apply to:

Paid partners and all organisation members.

MFA will not apply to:

Sandbox partners.
Partners using SSO.

Setting Up MFA:

Refer to our documentation for guidance on setting up MFA. The below demo reflects the updated UI design.

Locked Out by MFA: If a member is locked out due to incorrect MFA setup (e.g., losing access to phone or authenticator), the partner (admin) can delete their Member account and re-invite them. If an admin partner is locked out, please contact our support team.

Preferred MFA Method:

We recommend using authenticator apps, as they do not rely on SMS services for login.

Application setup

Establish your application environments with ease in the dashboard.

Basiq’s recommendation when setting up applications:

Each application created will have its own data. Data cannot be shared between applications, including users. We recommend you create an application for production & an application for dev as bare minimum. You can create as many applications as you like, depending on the approach you aim to take.

Generate an API key

If you are integrating with the Basiq API you can generate your API key with ease.

Phase 2 - Design

Customising your consent UI via the dashboard editor

Our integrated CDR compliant consent UI provides organisations with an out of the box solution to manage the complex nature of capturing customers consent to access their financial data. Quickly edit and configure an application’s consent UI and flow in just a few clicks via the Basiq dashboard, removing the need to update JSON files. From the customise UI editor you can also:

Personalising text and messaging that greets end users so it aligns with your brand’s tone of voice. All consent policy fields can be configured including duration, policies, text and more.
Configuring institutions you want to show or hide to end users. Allowing multiple institution connections, to determine if your end user should be able to connect more than one institution at a time.
Preview changes in real time in the Dashboard UI editor before publishing to your live application.
Determine data management behaviour by choosing how you would like to handle your end users data after consent revocation.

Consent Tab Settings

Section	Feature	Description
Title and Subtitle	Brand name	Identifies your service in the consent UI, establishing a clear brand presence for users during the consent process. This should be recognisable and consistent with your other branding.
	Title	Custom text fields for setting the main title hat appear in the consent UI, which can be used to communicate the purpose of the data sharing to the user effectively.
	Subtitle	Custom text fields for setting the subtitle that appear in the consent UI, which can be used to communicate the purpose of the data sharing to the user effectively.
Purposes	[Your Purpose]	Defines the specific reasons for data collection. This section is to articulate the scope and intent of the data retrieval to users, ensuring transparency in data usage.
Permissions		Detailed control over the types of financial data the application will access, such as account names, balances, and transaction details. This ensures users are informed about what data is being accessed and for what purpose.
	Name and occupation	[Checkbox - unchecked]
	Name, occupation, contact details	[Checkbox - checked]
	Organisation profile	[Checkbox - unchecked]
	Organisation profile and contact details	[Checkbox - unchecked]
	Account name, type and balance	[Checkbox - checked]
	Account balance and details	[Checkbox - checked]
	Transaction details	[Checkbox - checked]
Data	Duration (days)	Determines the validity period of user consent for data sharing. A standard setting is 365 days, but it can be adjusted according to specific business needs or regulatory requirements.
	Data retrieval span (days)	Specifies the extent of historical financial data that users allow to access upon giving consent. This can range from a recent few days to an extensive span of up to two years, enabling detailed financial analysis.
	Retain data by default	When enabled, the system will automatically retain the retrieved financial data for the set duration. This setting is essential for maintaining continuous data access for analysis without prompting users for re-consent.

Appearance Tab Settings

Section	Feature	Description
Header Image	Image selection	Manage the upload and display of a custom header image for brand visibility
	Always display header image	Check this option to always display headers on all screens.
Font	Font	Select the font style that will be used throughout the UI, aiding in brand consistency. If you have a custom font, please contact Basiq to discuss its integration.
	Primary color	Use this to change primary color. E.g # 130F26
	Secondary color	Use this to change secondary color. E.g # 130F26
	Inactive color	Use this to change inactive color. E.g # 7F888C
	Heading size (px)	Adjust the size of heading texts in pixels.
	Paragraph size (px)	Adjust the size of paragraph texts in pixels.
	Line height (px)	Adjust the height of lines in pixels for readability.
Buttons	Primary button	Customise text and background color, along with border radius for primary buttons.
	Secondary button	Customise text and background color, along with border radius for secondary buttons.
	Border radius (px)	Customise the border radius of your buttons.
Colors		Control the UI's overall appearance, including background color and the colors used for messages indicating success, failure, or warnings.
	Success	# 4FC35A
	Warning	# FABE34
	Failure	# FE493F
	Background	# FFFFFF
	Links	# 0459A8
	Accreditation	# 2784DA
Wrapper	Desktop width (px)	Define the width of the desktop UI wrapper in pixels to ensure proper layout fitting.

Institution Tab Settings

Section	Description
Select all Checkbox	Facilitates the selection or deselection of all financial institutions in the list for ease of management.
Institution List	A list where you can select which financial institutions will be available for users to connect with, tailored to the services and regions your application supports.

Flow Tab Setting

Section	Feature	Description
Preferences	Skip success screen	A toggle to bypass the confirmation screen after successful consent, offering a more streamlined experience for users. Useful for repeat users who are familiar with the process and do not require additional confirmation.
	Allow multiple connections	Permits users to connect multiple bank accounts from different financial institutions, broadening the scope of data aggregation for a more comprehensive financial overview.
	Analytics (GTM)	This field accepts a Google Tag Manager tracking code, which allows for the collection of analytics on how users interact with the consent UI, providing insights into user behaviour and potential areas for UI improvement.
External URLs	Redirect URL	The web address users will be redirected to after the consent process is completed. This URL is critical for maintaining a seamless user journey through the consent procedure, whether granting or revoking consent.

You can also read more from here.

Phase 3 - Operational

Create a new user and manage users

Connect your users bank accounts and request additional consent

After configuring your consent UI Generate a Magiclink for users to securely connect their banking details.
Has a user already submitted their details but forgot an account? Simply generate and send them a new link for them to connect it, so you can always have the complete financial picture

Check a users accounts and transactions

Review transaction details of accounts connected by a user, filter transaction results and more.

Refresh a connection

Basiq makes it easy to keep your customers' financial data in sync. Instantly refresh any bank connection to retrieve the latest account details and transaction data.

Phase 4: Implement Insights (Reports)

Generating a consumer affordability insights report

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NOTE: Generating reports is charged on a per report basis. Reports generated will be included in your monthly bill.

Monitor connector statuses via the status page

Troubleshoot job errors

Understand how to deep dive into job errors and follow some best practice tips on how best to troubleshoot.

Phase 5: Go live

How to enable your account for live data

Upon signing your agreement with Basiq you will be enabled with access to live banking data. Access to web connector data will be instant and Open Banking data will be available once you have completed the required security and compliance steps.

Simply choose the institutions you want to enable in your consent UI and you’ll be ready to start accessing consumer consented data.

How to connect a user via CDR

Below is the CDR user Journey.

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Quick Links
Basiq Dashboard