Managing owners, users, and permissions in Insight Platform

NOTE: This section is relevant only to users with Admin role in Insight.

User roles

There are 3 predefined roles you can grant to your users. A role contains a set of permissions that allows you to perform specific actions in the Kontomatik Client Area (Insight). There are three types of roles:

Viewer Technician Admin
Can view the import data Can manage account settings - add/edit IP addresses, generate API keys Permissions from Viewer and Technician
Can view API usage Can view API usage Can invite new users
    Can delete users

WARNING: It is advised to be careful when changing/adding permissions in Insight as it contains sensitive end-user data which are subject to GDPR procedures.

Adding a new user

To invite new person to Insight:

  1. On the left menu, choose theInvitations tab
  2. Click the Invite Member button
  3. Fill in the information in the Invite a new member section. In most cases the ‘Viewer’ role will be the most suitable:
  4. Press Send.
  5. The person will receive an email with an invitation link. The link allows registering in the application and become member of your company. The link will be valid for 7 days.
  6. The new member will have to follow registration steps shown on the website (including enabling 2FA).

Users Management

Users tab in Insight allows you to view the list of current users assigned to your company account and manage their settings.

From the list, under each user, you can:

If a person with administrator privileges is no longer available, it is a good idea to designate a new person or two who will have privileges to manage your platform settings.

Make sure to verify the list and update it as often as you can to avoid risks regarding access to sensitive data or settings.

Documentation

Banking API

Read-only API to banks. Import all data from any supported bank into your system.

Parsing API

PDF parsing API enables checking PDF statements against tampering attempts.

Zero-integration solution

Easy integration with access to data via Customer Platform.

See documentation change log

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