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Documentation Index

Fetch the complete documentation index at: https://docs.finsei.com/llms.txt

Use this file to discover all available pages before exploring further.

The Users tab is only visible to the company’s main user (admin).

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Role

Users can have a role which limits user’s actions. There are three available roles for user:
  • Full access
  • Partial access
  • View only access
For more details about adding users and managing user roles, see Adding a new user.

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Expiration date

User can have limited by time access. ‘Expire date’ attribute should be specified, so user is only able to perform actions until specified date.

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Wallet access

When creating or editing a user, you can configure their access to specific company wallets — wallet access. Edit User
If the “Custom wallet access” toggle is enabled, at least one wallet must be selected for the user to have access to.
Once the available wallets are selected, the user will only have access to the specified wallets and their associated transactions. Edit User

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Password setup

Once user is created, he should set password using ‘Forgot password?’ form on login page. After password set up, an email with reset password link will be received to the specified email address.

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JWT token

Users also can be used to create JWT token. More info you can find here.