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  3. Setup and manage your MindBridge tenant

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 tab. Follow the links to learn more about a given tab.

Go to the Admin settings

Note: Only App Admins or User Admins can access the Admin settings. However, User Admins have limited access to this area, and will see fewer tabs as a result.

Select the Admin icon ( Admin icon ) near the bottom of the MindBridge sidebar on the left side of the screen. You will go to the User management tab on the Admin page by default.

Overview of Admin settings

The following tabs can be accessed from the Admin settings:

  • User management — A list of all users that have ever been added to the tenant, including their user roles and current status.
  • Analysis designer — A list of the custom analysis configurations 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 configure and export an event log of important user activity that occurred within your MindBridge tenant.
  • Usage report — Allows you to export a report of user habits over a specified period of time — 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 tab includes a link to the API reference documentation, which offers guidance on the various operations. 
    • This tab also includes a link to the API changelog, which provides a running history of changes made to the MindBridge API.

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