SYSTEM workflow 

Note: At the time of publication, Finix is redesigning the user interface of the Dashboard. Some functions or features may look different. Check back for updates. This document uses mock data from Finix's sandbox environment. 

Some features and functions may be unavailable depending on your platform configuration. 

The Dashboard is categorized into headers with subcategories. The headers are: 

• TRANSACTIONS 
• PEOPLE 
• REVIEW 
• SYSTEM 

This article focuses on the SYSTEM header. Within the SYSTEM header, there are multiple subcategories. The information for each subcategory may be repeated. A blue icon indicates what subcategory the user is currently on. 

Users 

This page displays Dashboard users and their role, state, user creation date, and username. To view additional information, click on the user link. On this page, you can view user information and manage permissions. 

USER INFO

This page displays the user information such as ID, created at date, role, and Identity ID. 

MANAGE PERMISSIONS

This page displays user permissions. You can use the search field to the right of the page to search for a specific permission. You can toggle the various fields to enable or disable certain settings. Click the Save button at the bottom of the page to save your changes.