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Embedder Portal - New user management screen

· One min read

Primary administrators of Embedder product/operations teams can now add, temporarily deactivate and reactivate, and remove additional users for the Embedder Portal via a “Manage Users” screen.

Effective:

  • 13 August 2024 on Sandbox
  • 20 August 2024 on Live

Primary administrators of Embedder product/operations teams can now add, temporarily deactivate and reactivate, and remove additional users for the Embedder Portal via a “Manage Users” screen. Please login to the Portal to test. This feature is available via the Portal UI only, not via API.

Please note “delete” does not actually delete a user, it just permanently deactivates that user credential.

Embedder Portal now displays the Linked Account consent information

· One min read

We have updated the linked accounts screen in the embedder portal to provide you with more information about your buyers linked accounts.

Effective:

  • 01 July 2024 on Sandbox
  • 09 July 2024 on Live

When logging in to you embedder portal, and you select a Buyer > Linked Bank Accounts you'll see two new columns displaying the 'Status' and the 'Consent expiries in'.

  • The 'Status' will display the status of the linked bank account, Linked or Unlinked.
  • The 'Consent expires in' will display the days left until the buyer is required to re-consent the linked account before it expires.

The consent information can be also retrieved from the get linked accounts or get linked account endpoints.

You can find more information about linked accounts and consents in our docs.

Event logs are now visible in the Embedder Portal

· One min read

Effective:

  • 23 April 2024 on Sandbox
  • 1 May 2024 on Live

We understand the importance of accessibility and efficiency when it comes to monitoring your webhook events and for this reason, we have introduced an Event Log page within the Embedder Portal to provide you with a better user experience.

We restructured the list of webhook events to be presented in descending order, with the latest created event displayed first.

To view the webhook logs, please login to your sandbox embedder portal and go to Webhook Logs.

More details on webhook logs is available in our documentation.