Dashboard User Management

The Basiq Dashboard provides a user-friendly interface for managing users. This guide below will outline the steps for utilising the user management features available in the Basiq Dashboard.

Signing In

To access the user management features, sign in to the Basiq Dashboard using your credentials. If you don't have an account, you can sign up for one.

Creating a User

In the Dashboard, navigate to the User section.

To create a new user, click on the "Create User" button. You'll be prompted to provide the user's details, including email address and mobile number. Additionally, you can input other optional details such as first name, last name, and if you are enabled for business application you can also add business information.

Editing User Details

To edit user details, find the user in the User section and click on "Edit User". From there, you can edit any of the user's information, including email, mobile number, and business details. Once you've made the necessary changes, remember to save them.

Searching for Users

The Dashboard allows you to search for users by various criteria, including userID, firstname, or lastname. Utilise the search bar provided in the User section on top to quickly find the user you're looking for.

Deleting a User

To delete a user, locate the user in the User section and and click on "Edit User", select the option to delete their profile. Confirm the deletion when prompted.

Please note that deleting a user will permanently remove all associated data, including connections and aggregated financial information. This action cannot be undone.