How to Assign Dashboard Permissions To Individual Logins

1. Login to the dashboard. Click on the down arrow next to your platform name on the top right and go to ‘Client Settings’.

2. Go to the ‘Permissions’ Tab. This will show you all the users that are able to log in to your platform. Select the user whose permissions you want to modify.

3. Set a new password in the ‘New Password’, ‘Confirm Password’ fields (required). You can also change the MFA device in the respective fields below.

4. The 'Account Role' Section will have each role and its respective permissions. Permissions are listed in rows. The account roles are listed in columns. Each row containing a green checkbox indicates that permission is enabled for the respective role. (Ex. Administrators, Developers/Managers can update users, Support & Read-Only cannot as they do not have the green checkbox.)

Permissions are not transferred from roles. If you want to set custom permission; by default everything else not checked will be disabled.

5. Once you have completed specifying the permissions. Scroll all the way down and select 'Save'.

Permission Descriptions

-Users-
Update User - (PATCH | USER) - This allows you to update existing users' KYC. (Also requires 'Create Client Oauth' so you can 'Sign in as user')
Get User - (GET | USER) - This allows you to view users' information and documents. (Selecting a user from the User's tab)

-Nodes-
Create Node - (POST | NODE) - This will allow you to create nodes or accounts for users. (Also requires 'Create Client Oauth' so you can 'Sign in as user')
Get Node - (GET | NODE) - This will allow you to view nodes. (Selecting a node from the nodes tab)
Get Multiple Nodes - (GET | NODES) -This will allow you to view multiple nodes in detail. (Only available via API)
Update Node - (PATCH | NODE) - This will allow you to update a user's Node. (Also requires 'Create Client Oauth' so you can 'Sign in as user')
Delete Node - (PATCH | NODE with inactive permission and is_active access) - This will allow you to PATCH a node to permission = inactive and is_active = false. (Also requires 'Create Client Oauth' so you can 'Sign in as user')

-Transactions-
Create Transaction - (POST | TRAN) - This allows you to create a transaction for the User. (Also requires 'Create Client Oauth' so you can 'Sign in as user')
Get Transaction - (GET | TRAN) - This allows you to view a transaction in detail. (Selecting a transaction from the transactions tab)
Get Multiple Transactions - (GET | TRANS) - This allows you to view multiple transactions in detail. (Only available via API)
Update Transaction - (PATCH | TRANS) - This allows you to add comments to a transaction or submit a dispute for it. (Also requires 'Create Client Oauth' so you can 'Sign in as user')
Delete Transaction - (DELETE | TRAN) - This allows you to place a stop payment on a transaction. (Also requires 'Create Client Oauth' so you can 'Sign in as user')

-Subnets-
Create Account & Routing/Card Number - (POST | SUBNET) - This allows you to issue account number/routing numbers or cards for users. (Also requires 'Create Client Oauth' so you can 'Sign in as user')
Get Account & Routing/Card Number - (GET | SUBNET) - This allows you to view account numbers/routing or cards in detail.
Get Multiple Account & Routing/Card Numbers - (GET | SUBNETS) - This allows you to view multiple account numbers/routing or cards in detail. (Only available via API)
Update Account & Routing/Card Number - (PATCH | SUBNET) - This allows you to update account numbers/routing or cards such as activating/terminating or increasing/decreasing card limits or pins. (Also requires 'Create Client Oauth' so you can 'Sign in as user')

-Statements-
Get Statement - (GET | STATEMENT) - This allows you to view statements in detail via API. (To get statements via Dashboard, users also need "Update User" permissions)
Get Multiple Statements - (GET | STATEMENTS) - This allows you to view multiple statements in detail. (Only available via API)

-Conversations-
Create Conversations - (POST | CONVERSATION) allows you to create conversations with existing users via Chatbot.
Get Conversation - (GET | CONVERSATION) allows you to view conversations with existing users via Chatbot.
Get Multiple Conversations - (GET | CONVERSATIONS) allows you to view multiple conversations with existing users via Chatbot.
Update Conversation - (PATCH | CONVERSATION) allows you to update conversations with existing users via Chatbot. (Marking conversations as resolved/unresolved)

-Messages-
Create Messages - (POST | MESSAGE) allows you to create messages within a conversation via Chatbot.
Get Message - (GET | MESSAGE) allows you to view messages within a conversation via Chatbot.
Get Multiple Messages - (GET | MESSAGES) allows you to view multiple messages within a conversation via Chatbot.

-Client Tickets-
Create Tickets - (POST | TICKET) - This allows you to create tickets via the Dashboard directly to Synapse. 
Get Ticket - (GET | TICKET) allows you to view ticket details via the Dashboard directly to Synapse. 
Get Multiple Tickets - (GET | TICKETS) allows you to view multiple ticket details via the Dashboard directly to Synapse. 
Update Ticket - (PATCH | TICKET) allows you to update ticket details via the Dashboard directly to Synapse. 

-Client Users- 
Create Client Oauth - (POST | OAuth) - This allows you to authenticate yourself to perform other POST, DELETE, or PATCH API calls. (Sign in as a user)
Create Client Users - ( POST | Client\User) - This allows you to create more logins for additional agents you may have onboard on your team.
Get Client User - (GET | Client\User) - This allows you to view the team members you have that have access to logins/Dashboard in detail.
Get Multiple Client Users - (GET | Client\Users) - This allows you to view multiple team members you have that have access to logins/Dashboard in detail. (Only via API)
Update Client User - (PATCH | Client\User) - This allows you to access your team members' MFA device, permissions, or login credentials. 

-Client Subscriptions- 
Create Client Subscriptions - (POST | SUBSCRIPTION) - This allows you to create a subscription that determines the type of webhooks you want to receive from Synapse.

Get Client Subscription - (GET | SUBSCRIPTION) - This allows you to view which subscriptions you have enabled or disabled.

Get Multiple Client Subscriptions - (GET | SUBSCRIPTIONS) - This allows you to view multiple subscriptions you have enabled or disabled. (Via API)

Update Client Subscription (PATCH | SUBSCRIPTION) allows you to update an existing subscription to add or remove webhook types. 

-Client Reports & Controls-
Get Client Reports - (GET | Client\Reports) - This gives you access to see high-level reports about your platform in the Analytics tab.
Get Client Controls - (GET | Client\Controls) - This gives you access to view your controls on the client overview page or by API.

-Client Transactions & Nodes- 
Get Client Transactions - (GET | Client\Tran) allows you to view the platform's user transactions.
Get Client Nodes - (GET | Client\nodes) allows you to view the platform's nodes.