Feature update: Empowering customers through the Redox dashboard

Over the past few months, our Product team has been working towards the goal to empower our customers by improving the User Experience of our Dashboard. These improvements were based directly on customer feedback and requests for more autonomy and improved management capabilities within the Redox dashboard. 

So far we have released the ability to Delete API Endpoint, Keys, Data Flows, and Configurations, Request a Connection, Create and/or Delete an Organization, and Assign Roles and Permissions. 

Delete API Endpoints, Keys, and Configurations

Redox customers can now delete API Endpoints, Keys, Data Flows, and Configurations within the dashboard to create a clean organized view.

Delete an API Endpoint from the Redox Dashboard

1. Login to your Redox Dashboard
2. From the left-hand menu, click on Developer
3. Click on the API Endpoint tab from the upper menu and click Edit on the Endpoint that needs to be deleted.
4. Under the General Settings tab, click the red Delete button at the bottom of the screen

Delete an API Key from the Redox Dashboard

1. Login to your Redox Dashboard
2. From the left-hand menu, click on Developer 
3. Click on the API Keys tab from the upper menu and click Edit on the Key that needs to be deleted.
4. Under the General Settings tab, click the red Delete button at the bottom of the screen

Delete a Subscription from the Redox Dashboard

1. Login to your Redox Dashboard
2. From the left-hand menu, click on Connections and then click on the Connection where the subscription needs to be deleted
3. On this page, you will see a list of data flows. Click the Settings button.
4. From the Subscription Settings page, click the red Delete button at the bottom of the screen

Delete a Configuration from the Redox Dashboard

1. Login to your Redox Dashboard
2. From the left-hand menu, click on Developer 
3. Click on the Other tab from the upper menu and click Edit on the configuration that needs to be deleted.
4. On the next screen, click the red Delete button

Request a connection (PRF)

Requesting new connections just got a lot easier. Instead of needing to contact a Redox representative, customers can now request new connections and generate a Project Request Form (PRF) directly from their dashboard in a matter of seconds. 

Initiate a Connection Request from the Redox Dashboard

1. Login to your Redox Dashboard
2. From the left-hand menu, click on Connections
3. From the Connections screen, click the Plus Sign Symbol in the bottom left hand corner
4. From there, you will be prompted to complete a Project Request Form (PRF)
5. Completing the Project Request Form (PRF) will send an email notifying the email address you provided of the request, and will also send a Jira Service Desk ticket to our team

Create and/or Delete an Organization

Organization management is now live, enabling our users to create new organizations and delete organizations that are no longer needed. 

Create a New Organization from the Redox Dashboard

1. Login to your Redox Dashboard
2. From the left-hand menu, click the down arrow beside your name and then click Manage Organizations
3. From the next screen, click the Plus Sign Symbol in the bottom left hand corner, enter your New Organization Name, and click the Save button

Delete an Organization from the Redox Dashboard

1. Login to your Redox Dashboard, click on the organization you would like to delete, then click the arrow beside your name, and then click Organization Profile
2. From the Organization Profile screen, click Settings from the upper menu
3. From the Settings screen, click the red Delete button

Assign User Roles

Organization Owners within the dashboard can now assign roles to their users from a drop-down list of Developer, Executive, Implementation, Product, Sales, or Support. 

Assign a User Role from the Redox Dashboard

1. Login to your Redox Dashboard, click the arrow beside your name on the bottom left-hand menu, and then click Manage Users
2. From the Manage Users page, click the Edit button on the right

3. You will then be able to click on the Select User Roles box and select a User Role from the drop-down list.

Thank you to our customers for the feedback that helps drive the development of our products. Keep that feedback coming and be sure to subscribe below for future product updates like these.