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These docs are for v1.1. Click to read the latest docs for v2.10.
Welcome
Welcome to Toqio
Toqio Start Guide
Before you start
Step 1: Logging in
Step 2: The Admin Panel
Step 3: Terms and Conditions
EULA
Step 4: Scheduling training
Step 5: Working together
Toqio Platform
Onboarding your users
Registration
Credentials
Compliance
Third-Party data providers
Setting up TruNarrative
Working with accounts
Create a new account
Cancel and delete accounts
Main account
Read-only accounts
Dashboard view
Account section
Bank account details
Download a balance statement
BaaS providers
Making and managing payments
View past and future payments
Consult payment details
Filter
Same Currency Payment
Foreign currency payment
Payment schemes
Edit a Payment
Cancel a payment
Payment status
Payments via the Admin portal
Working with beneficiaries
Direct debits
Creating and managing cards
Admin portal configuration
Card setup
User card management
How to issue a virtual card
How to issue a physical card
Set card limits
Modify limits
Block/Unblock card
Webhooks
BaaS provider peculiarities
Viewing transactions
Expenses
Payments
Cards
Searching through data
Searching throughout modules
Search options
Exporting search results
Exporting reports
Enable/Disable exporting
Generate a report
User permissions
Types of reports
Common errors
Set up and manage billing
Create/Edit a billing model
Set a default billing model
Make info. public/private
Hide a fee
Check client billing model
Billing ON/OFF
Fees, times, and calculations
Account fees
Transaction fees
ATM fees
Card fees
Client fees
Notes
Fee execution times
How fees are calculated
Pending fees
Ensuring security
Platform security
Admin portal security
API authentication
Integration hub authentication
Unblock user
Changing settings
SME settings
Consumer settings
Managing expenses
Admin portal
SME apps/web
Consumer
Managing your team
Invite new users
View/edit users
Issue cards to users
Managing your clients
End-client creation
End-client activation
End-client freeze
End-client reject
End-client delete
Operating as a user admin
Admin user Creation
Admin user Activation
Admin user list/details
Edit an Admin user
Turning Admin functions ON/OFF
Development Hub
Modules
I-Frames
Step 1: Prepare your test environment
Step 2: Develop your module
Step 3: Deploy your module
Requesting access to Toqio's public API
Integration Hub
Integration Guide
Security
QA Testing
The Toqio Public API
Customization Guide
Nigiri Design System
WEB Design
Marketplace
Getting started on the Marketplace
Google Tag Manager
Configuring Google Analytics and GTM (Update screenshots)
Create a tag in Google Tag Manager (update screenshots)
Tell Money
User Consent to Read Accounts
User Consent to Initiante a Payment
Granted / Revoke Consent
Configuration in Tell Money
Configuration in Toqio
Intercom
Use Cases
Features
Configuration
Access and Connection between Toqio and Intercom
Intercom Messenger in Toqio
Intercom Starter Kits
Toqio Analytics
Setup & Licenses
Preconfigured Dashboards
Drill Down
Schedule Reports
Explore
Transaction monitoring
Configuration
Alerts and Reporting Management
Firebase
TruNarrative
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Updated about 1 year ago
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User permissions
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