Admin Tool Guide
The Rize Admin tool allows clients to service and maintain customer accounts through a user interface.
Getting Access
To get access to the Admin Tool on our Sandbox tier, sign-up at https://rizefs.com/get-access/. An invitation will be sent via email including all relevant information for establishing an account.
The Rize Implementation team will provide access to the Admin Tool on Integration and Production tiers.
Team Management
Sharing Access
After the Rize Team extends invitations for the initial Super Admin users for your organization, it is your responsibility to maintain employee users and access controls.
Users and their credentials are tier specific, meaning a user must be added onto each tier with the intended role for that tier.
Anyone with access to the tool can access information for every account. Never allow a customer to access the tool.
Once logged into the Admin Tool, click Account Settings on the bottom left and then select Team Management. Click Add New Team Member and complete the prompt with email address and role to send an invite.
It is strongly recommended to restrict access invitation within your organization's email domain.
User Roles
| Role | Description |
|---|---|
| User | A User can view customer account and transaction data, administer cards, and perform Synthetic to Synthetic transfers on behalf of customers. |
| Admin | An Admin can invite team members to the Admin or User roles, lock customer accounts, and perform external transfers on behalf of customers. This role also has every permission of the User role. |
| Super Admin | A Super Admin can invite team members to any role, lock and unlock customer accounts, and perform maintenance of external account transfers on behalf of customers. A Super Admin can also update a customer's shipping address while reissuing a physical debit card. This role also has every permission of the Admin and User roles. |
User Administration
While in the Team Management screen, clicking the ellipses provides additional options to administrate other users within your organization. This requires Admin or Super Admin access to initiate.
Multi-Factor Authentication (MFA)
While we recommend the Google Authenticator as a free and accessible tool for MFA, any authenticator that allows setup via QR-code will work. In the event that a user needs to update their MFA (e.g. new phone), it can be initiated either from that users own Account Management page if they are already logged in, or by an Admin or Super Admin within the organization through User Administration.
Customer Lookup
The Customer Lookup page is the default page upon logging into the Rize Admin Tool on Integration and Production tiers.
You can utilize multiple search parameters to find and filter customers:
| First Name | Customer's full, legal first name |
| Last Name | Customer's last name |
| External Client UID | Customer identifier created and provided by the client at the time of customer creation |
| Rize Customer UID | Customer identifier created and provided by Rize at the time of customer creation |
| Customer's email address on record | |
| Account Status | Represents the overall state of the Customer. |
| Account Verification Status | A value indicating the state of the customer’s KYC/AML evaluation. |
| Locked/Unlocked | Sorting between locked and unlocked accounts. |
Customer Profile
Upon clicking into a customer record, you will be able to perform additional actions based on user permissions. For more tutorials on performing these actions when you have access to the Production tier, please see our knowledge base article here.
| Tab | Functions |
|---|---|
| Profile | View customer information Transfer funds Issue fees and credits Archive customer Lock customer Update customer information |
| Account Verification | View account verification status View KYC warnings Upload verification documents Export customer verification activity |
| Transactions | View and export transaction data |
| Activity | View and export all customer activities |
| Synthetic Accounts | View synthetic account details Rename synthetic accounts Initiate transfer to external account (push) Click into specific synthetic account for additional details |
| Custodial Accounts | View details on custodial accounts Click into specific custodial account for additional details |
| External Accounts | View details on connected external accounts Rename external account Initiate transfer from external account (pull) |
| Cards | View and export customer card history and information Lock or reissue a card Click into specific card for additional details |
| Documents | View and download account statements, tax documents, and acknowledged agreements |
Sandbox Tier Functions
These additional screens are available with the Sandbox environment to support development.
Developer Launch Pad
The landing page on the Sandbox tier presents links to helpful resources and documentation to facilitate development.
Program Configs
The Program Configuration page displays Program Credentials required to initiate calls to the Sandbox tier, Message Queue access information, and Program Configs exposing limitations configured on the Sandbox tier.
MQ Console
The Rize Message Queue (RMQ) Console displays all RMQ messages published for your Program. Start the RMQ Console to begin logging events. Events triggered prior to starting the console will not be available.
Mock Transactions
Create a mock debit or ACH transaction for a customer in your program to simulate data.
Still have questions? Contact us at [email protected].