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Admin settings: Overview

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Summary

The Admin settings allow you to manage users and streamline how your team uses the MindBridge platform.

Learn how to find the Admin settings in MindBridge, as well as the purpose of each section.


Go to the Admin settings

Note: Only users with App Admin or User Admin access can access the Admin settings.
  1. Open the MindBridge sidebar ( Sidebar_open-close_icon.svg ) from any page within MindBridge.
  2. Select Admin ( Admin_icon.svg ) near the bottom of the sidebar.  You will go to the User management tab on the Admin page.


Overview of Admin settings

The following tabs can be accessed from Admin settings:

  • User management — A list of all users that have ever been added to the tenant, including roles and current status.
  • Analysis designer — A list of the custom analysis types created for you and your team. Custom analyses are created with a .json template provided by MindBridge, and are used as the basis of MindBridge's Transaction Risk Analytics ("TRA") analyses.
  • Account groupings — A list of the account groupings created by you and your team within MindBridge. Each account grouping represents a specific financial hierarchy that MindBridge uses to align your accounts with the MindBridge Account Classification ("MAC") code system.
  • Libraries — A list of the libraries created by you and your team within MindBridge. Libraries contain unique configurations of analysis features, permissions, and settings that you can use to to standardize you team's workflows.
  • Activity report — Allows you to export an event log, which provides a record of important activities (i.e., "events") that occurred within your MindBridge tenant.
  • Usage report — Allows you to export a report that identifies user habits over a specified period of time, and is an efficient way to monitor how your team is using MindBridge.
  • API — A list of the API tokens created by you and your team within MindBridge, including creation and expiration dates and the status of each token. This is also where you can access the API reference documentation, which provides guidance for the various operations, as well as the API changelog, which provides a running history of changes made to the MindBridge API.


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