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Table of Contents

The backoffice service enables the operators listing through the visualization of an operators table with filtering and paging capabilities, operators personal data consulting and editing of details and status editing , and credentials redefinition of credentials.

Noteinfo

Given the supported four roles supported, the operators list is in fact separated in divided into four individual lists.

  • Admin - manages all system info

  • Partner - manages own partner company related issuer companies information

  • Issuer - manages own issuer company and related audit accesses

  • Auditor - consults operation information related to the issuer company that has access to

How to consult operators

Once you have logged in in the backoffice service with your operator account, access “Operators > <role>” option, where <role> is one of the sub-options presented shown after clicking the “Operators” option.

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Note

The sub-options presented in the “Operators” dropdown change according to the role of the current operator. In this case, the

printscreen

image above is from the perspective of an Issuer operator

with Issuer role

, which can only consult operators with

Issuer or Auditor role

the same role or managed or lower role (i.e Auditor). If it was an operator with a

different role

higher role, such as a Partner or Administrator, the sub-options could

be more.

Check detail of a specific operator

Once you have logged in in the backoffice service with your operator account,

include the operators list with those roles.

Filtering the operators list

The operators list displayed can be filtered by username, name, status, and creation date. To do this, you need to enter the required input and press the “Search” button, next the result of the requested query will be displayed on the table. It is also possible to clear all filters with the “Clear filters“ hyperlink below the “Search” button.

Info

Partner and Administrator operators can also filter by issuer or partner company.

How to check operator details

While consulting the operators list, it is possible to check the detail of a specific operator. To do this, you need to press the eye icon on the “Actions” column of the target operator.

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You will automatically navigate to the operator details page, where various details are displayed - such as the company, role, e-mail, name, creation date, and operator status.

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Besides informing the details of a specific operator, it is also possible to consult your details or profile. To do this, you can access the “Profile“ icon option in the left side menu or the “Profile“ option in the right top corner menu.

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Info

The difference between the profile page and the detail page of other operators is that on your profile page, it is possible to set your credentials.

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