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Home › Knowledge base › User management

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Introduction to SDK.finance software
System configuration
- System configuration
- How to authorize as Administrator via API
- Create system currencies
- Create Banks
- Create System Users
System Management
- System management
- Contracts management
- Edit provider commission
- Activate/deactivate provider commission
- View provider limits
- Add limit rule (provider)
- Activate/deactivate limit rule (provider)
- Edit limit settings (provider)
Create system Users
View Transactions
- View transactions
- Search transactions
- Filter transactions
Manage Exchange Rates
- Set exchange rates
- View exchange rates
- Delete exchange rates
Manage Currencies
- Manage currencies
View reports and analytics
User Management
- User management
- Register new User (by Service roles)
- User Profile Management
- Update login Credentials
- View User’s Wallets
- View User’s transaction history
- View Actions log
- Manage KYC
Onboarding
- Onboarding
- Registration
Authorization
- Authorization
- Password recovery
Profile Management
- Update personal information
- Upload Documents for KYC
- Change Password
- Enable/Disable two-factor authentication
- Set-up transaction notifications
- Update login details
Wallet management
- Wallet management
- Create Wallet
- View wallet balance
- Load funds
- Withdraw funds
Payments and transactions
- Payments and transactions
  - Transfer funds
- Pay bills
- Request payment
- Set up recurring payments
- Currency exchange
- Pay Invoice
- Pay to Merchant
Transaction history
- Transaction history
- Search transaction history
- Filter transaction history
- Download CSV
- View Spending by categories
Prepaids
- Prepaids
- Create Prepaid
- Redeem Prepaid
- View List of Issued Prepaid Vouchers
  - View List of Issued Prepaid Vouchers
  - Change pin for prepaid
Invoicing
- Invoicing
- QR code payment
- Issue Invoice
- View List of issued invoices
Create invoice template
- Create invoice template
- View invoice templates
Merchant Products Management
POS Management
- POS management
- Add POS
- View List of POS
Customer service support
Accounting
- Accounting
- In-system accounting
- Business Process
- Accounting model
- Accounting model by operations
Reporting
Third party providers
- Third party providers
- Card issuing
- SumSub for KYC and AML
- SaltEdge Integration for Openbanking
Integrations
- Integrations for SaaS version
- Integrations for source code version
Database setup
- AWS database setup
- Location setup
- Creating VPC
- Postgres RDS setup
- MongoDB launch
- Bastion instance launch
- MongoDB setup
- AWS region setup
- Accepting peering connections
Frontend server setup
- Launch an EC2 instance
- Security and access configuration
- Managing IP adresses
- Point your domain
Postman Collection
Rewards & Loyalty
Limited Operations Management
Backoffice user manual

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User management

26. 03. 2023

User management

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+370 5 214 0682 +44 2036 086023

Didžioji g. 14-1 str. T-01128
Vilnius
Lithuania

SDK.finance® is a registered EU trademark and trading name of TechFin UAB, which is a private limited company registered in Lithuania under its registration number 305153451. TechFin UAB does not offer or provide banking services on its own behalf or for its affiliates and is not a bank, financial or payment institution. All company, product, service, trademarks or trade names used on this website are the property of their respective owners and are used on this website for identification or information purposes only.