User Profile Management

Updated on 17 Jul 2024

Administrator and other system users with relevant permissions are allowed to manage Users’ profiles updating and editing information in such profiles. Having access to the source code allows extending the user’s profile according to required business logic. Some of the fields of User’s profile can be edited by User itself and others can be managed and updated by Administrator.  

Update Profile & Business details

Profile and business details of a user is an extended list of information that can be filled in by the Administrator or Compliance manager based on the uploaded documents or other data received from the User.
Having access to the source code allows extending the User’s profile, based on the KYC&AML requirements or business scenarios that should be applied within your E-wallet system.
Currently user’s profile contains the following information:

Profile fieldField nameComment
Profile InformationTypeUser type (base, standard, VIP, Gold)
IdentificationCurrent KYC status
NameRequired field
SurnameRequired field
Middle NameOptional field
DescriptionRequired field –  update of this field requires some comment for explanation. 
AddressCountryDrop-down list available
CityOptional field
StreetOptional field
House NumberOptional field
Zip codeOptional field
Business InformationLegal:Shows if the User is a legal entity or not
Company nameOptional field
Business typeDropdown list available
VAT identification numberOptional field
First NameRequired field
Last NameRequired field
EmailOptional field
PhoneOptional field

Admin can update Profile and business information from his dashboard by clicking details about a chosen User.


APIs for this Use case

Update Security Settings

Administrator is able to manage security settings for Users, such as:
Transaction Notifications
Authorization Notifications
Enable/Disable Dual Authentication

This functionality is available on the UI provided out of the box in the Admin dashboard – Users – Login&Security.
On UI these are basically the switchers that activate or deactivate certain functionalities.
Transaction and Authorization Notifications can be sent by phone or email or both.

(!) To allow phone notifications the phone number should be added and verified.
(!) To allow email notifications the email should be added and verified.
(!) When Enabling Dual Authentication, during the authorization the additional OTP will be sent to the User to login to the system.


APIs for this Use Case