---
title: "White Label FinTech Dashboard | Crassula"
description: "Manage your employees and access levels. Crassula allows you to create access roles, customize permits, and control any functionality of your product."
url: "https://crassula.io/features/dashboard/"
lang: "en"
alternates:
  "en": "https://crassula.io/features/dashboard/"
  "de": "https://crassula.io/de/features/dashboard/"
  "es": "https://crassula.io/es/features/dashboard/"
  "fr": "https://crassula.io/fr/features/dashboard/"
  "x-default": "https://crassula.io/features/dashboard/"
index: "https://crassula.io/llms.txt"
---

# Dashboard

Run the service from one Back-Office Dashboard: user roles, fees, onboarding, issued cards, transaction approvals and limits.

- Roles and permissions
- Payment approvals
- Operational reporting

[Request demo](https://crassula.io/request-demo/)

Dashboard

## Build the operating model behind your fintech.

Configure access, approval policies and operating views in one back-office environment.

The people behind your platform

## Build the team behind a better banking experience.

Give operations, payments and compliance teams a shared place to work, with access and approval responsibilities shaped around your business.

- Clear roles and responsibilities
- One connected operating environment

![A financial product team working together in a studio.](https://crassula.io/static/images/features/people/team-1200.webp)

User management

## The right access for every role.

Create employee access roles, customise permissions and control the functionality available to each team. Keep viewing, payment preparation and approval responsibilities distinct.

- Role-based access
- Separate preparation and approval permissions
- Support for business account access

Related connectors [Sumsub](https://crassula.io/connectors/app/sumsub/) [Comply Advantage](https://crassula.io/connectors/app/comply-advantage/)

![Access-role configuration - product configuration](https://crassula.io/static/images/features/configuration/dashboard-access.svg?v=10)

Approval policy

## Make oversight part of the payment flow.

Add single or multi-level transaction pre-approvals to your operating process. Define the scope, threshold and approval roles at policy level, then let the customer app reflect the payment outcome.

- Product-wide approval rules
- Amount and currency thresholds
- Clear approval responsibility

![Payment pre-approval policy - product configuration](https://crassula.io/static/images/features/configuration/dashboard-approvals.svg?v=10)

Back-office workspace

## One workspace for the work behind banking.

Configure reporting views, client and business relationships, onboarding processes and case-management access. Use dictionaries and country groups to organise pricing and operations, and retain UTM attribution for acquisition analysis.

- Reports for fees, volumes and currencies
- CRM, onboarding and case-management access
- Dictionaries, country groups and attribution

Related connectors [Sumsub](https://crassula.io/connectors/app/sumsub/) [Comply Advantage](https://crassula.io/connectors/app/comply-advantage/)

![Operations workspace - product configuration](https://crassula.io/static/images/features/configuration/dashboard-operations.svg?v=10)

Crassula Connectors

## Connect the services your product needs.

Choose integrations that fit your programme, market and required capabilities.

[![Sumsub](https://crassula.io/static/images/solutions/connector-logos/sumsub.png)Identity verification](https://crassula.io/connectors/app/sumsub/) [Comply Advantage AML screening](https://crassula.io/connectors/app/comply-advantage/) [Explore all connectors](https://crassula.io/connectors/)

Built for developers

## Connect your operations to the same source of truth.

Bring client and account information into your own reporting tools. Retrieve a paginated account report for a connected view of your financial business.

- Retrieve clients and their associated accounts
- Choose the page size and page number
- Filter reports for people or companies

[Explore the API docs](https://docs.demo.crassu.la/#tag/reporting/GET/api/reports/client-accounts)

GET`/api/reports/client-accounts`

Node.js · native fetch

```text
// Retrieve an account report
const baseUrl = process.env.CRASSULA_BASE_URL;
const apiKey = process.env.CRASSULA_API_KEY;

const path = `/api/reports/client-accounts`;
const query = new URLSearchParams({
  "filter[limit]": "25",
  "filter[page]": "1",
  "filter[clientType]": "COMPANY"
});
const response = await fetch(`${baseUrl}${path}?${query}`, {
  method: 'GET',
  headers: {
    Authorization: apiKey,
  },
});

if (!response.ok) throw new Error(`HTTP ${response.status}`);
const data = await response.json();
```

**Retrieve an account report**

This report requires a master API key. Use it only in your server-side integration.

[View API reference](https://docs.demo.crassu.la/#tag/reporting/GET/api/reports/client-accounts)

Case Studies

## See what teams build with Crassula.

![LuxPay](https://crassula.io/static/images/solutions/cases/logo-luxpay.png)

- IBAN · SEPA
- Card issuing
- KYC onboarding

Live on Crassula

### [A connected banking platform for modern financial services.](https://crassula.io/cases/luxpay/)

Account details, SEPA payments, card issuing, KYC onboarding and multi-currency exchange in one financial product.

[Read case study](https://crassula.io/cases/luxpay/)

![Paysend](https://crassula.io/static/images/solutions/cases/logo-paysend.png)

- SEPA Credit
- SEPA Instant
- SEPA Direct Debit

Live on Crassula

### [SEPA connectivity for a global payments business.](https://crassula.io/cases/paysend/)

A technical connector for SEPA Credit, SEPA Instant and SEPA Direct Debit, with back-office and ledger capabilities.

[Read case study](https://crassula.io/cases/paysend/)

A closer look

## Plan the details of your product.

The questions teams ask us before a first call.

[**Not covered here?**Bring your question to a demo with our team.](https://crassula.io/request-demo/)

Can different teams have different permissions?

Yes. Access roles can distinguish which teams view, configure and approve activity. Permissions describe responsibilities across the product, rather than the state of one customer.

How do pricing and onboarding fit in?

The back office connects price lists, verification processes, client profiles and documents. Configure these in their relevant modules, with access granted through the operating roles.

What can reporting cover?

Use reporting for fees, currencies, markups and volumes. Configure the report view and export format your operations team needs.

Dashboard

## Bring your operating model into focus.

Explore how your team can configure and run the fintech behind the customer experience.

[Request demo](https://crassula.io/request-demo/)

![Dashboard - customer app preview](https://crassula.io/static/images/features/configuration/dashboard-phone.svg?v=10)