Upgrading from the Classic Dashboard


When making the move from the classic dashboard to the new one, there are a number of new features for you to take advantage of. This guide is your one stop shop when it comes to navigating the dashboard, whether it's brand new functionality, or the core basics you're used to.

What's new?

As a platform, we are always working hard to evolve and ensure that our platform and tools are best of breed. The new dashboard is a direct result of this. We taken the core functionality that so many partners rely on, improved it, and packaged it up with a wealth of new features that empower dashboard users. Among these new features are:

  • Vast improvements to the performance, layout and user experience,
  • Greater visibility when it comes to users (previously known as assessments in the classic dash) and their data,
  • Tooling to make error resolution and troubleshooting simple,
  • Tighter security with the ability to tailor and restrict team members permissions,
  • Easy UI customisation,
  • And much more!


If you want to jump in the deep end, you can head over to dashboard.basiq.io and jump straight in. If you prefer to dip your toe, the following video will give you a brief introduction on the new layout and some housekeeping.

Users (new!)

One of the concepts which will be new to partners moving from the classic dashboard is the concept of a "User", instead of what was previously an "Assessment". While the name is different, the behaviour typically remains the same. You can read more the relationship between assessments and users here.

The basics

The good news is, you can still do everything you did on the old dashboard, it's just better here! Check out this video which will guide you step by step through creating a new affordability assessment.

New features

The following guides will introduce you to some of the new and improved features of the dashboard, and what they mean for you.

Permission Sets

Tighter security and more control with the ability to tailor and restrict team members permissions

Application Management

Power and flexibility available through application management, allowing for logical separation of data.

Version 3.0

Extra config available to partners as a result of upgrading to version 3.0, including thing such as enabling or disabling institutions or creating/editing your applications consent policy.


Better data visibility and new functionality allowing partners to refresh and revoke their users connections.

Tracking jobs

Tooling to make connection error resolution and troubleshooting simple

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