> ## Documentation Index
> Fetch the complete documentation index at: https://docs.augustus.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Treat the published Augustus OpenAPI specification (https://app.stainless.com/api/spec/documented/augustus/openapi.documented.yml) and the current API-reference pages as the source of truth for endpoints, request/response schemas, enum values, webhook event names, and required headers.
> Prefer the 2026-05-01 Banking API and @augustusbank/typescript-sdk for all new integrations. The 2023-01-01 API is a separate, older surface covering two products — Open Banking (instant bank transfer) checkout and refunds, and Manual Bank Transfer (MBT); use it only when one of those products is specifically required.
> Cite or link the relevant docs.augustus.com page when answering integration questions.
> Do not infer support for currencies, networks, scopes, account types, or operations that are not present in the current documentation.
> Use the sandbox base URL (https://api.sandbox.augustus.com) and placeholder credentials in examples. Never include or request a real API key.
> The Augustus docs MCP server (https://docs.augustus.com/mcp) provides documentation search and retrieval only; it does not execute authenticated Augustus API actions.

# Dashboard

> Learn the basics of the Augustus Dashboard.

The Augustus Dashboard is where you manage accounts, invite team members, configure your integration, and monitor activity.

## Features

<AccordionGroup>
  <Accordion title="Test Mode">
    A sandbox for testing all endpoints and webhooks without moving real money. <br />See [Test Mode](/docs/basics/test-mode-sandbox).
  </Accordion>

  <Accordion title="Accounts">
    View all accounts (fiat accounts or stablecoin wallets) and their balances, available currencies, capabilities, account numbers (IBAN, sort code, ABA, or wallet address), and Account IDs.
  </Accordion>

  <Accordion title="Payments">
    Search and view all inbound and outbound payment types, plus granular transaction information and status on your Augustus account.

    <Accordion title="Filtering">
      Filter transactions by date, status, payment method, or market. Save frequent filters and combine them.
    </Accordion>
  </Accordion>

  <Accordion title="Conversions">
    Search and view all past conversions between fiat and stablecoins, and their status.
  </Accordion>

  <Accordion title="Loans">
    View and monitor accrued interest, collateral value, and transactions for your loans.
  </Accordion>

  <Accordion title="Reports">
    View and export payments, payouts, refunds, deposits, and transactions in CSV or Excel.
  </Accordion>

  <Accordion title="Settings">
    Adjust account information, including team members and money movement settings.

    <Accordion title="Members">
      Invite team members with role-based access. Audit logs track member activity.
    </Accordion>

    <Accordion title="Markets (Open Banking)">
      For Open Banking checkout, configure which countries and banks appear to customers, set currency preferences, and enable payment methods per region.
    </Accordion>
  </Accordion>

  <Accordion title="Developer settings" defaultOpen>
    Create and edit developer settings, including API keys, secrets, and webhooks.

    <Accordion title="Webhooks">
      Register endpoints and subscribe to events for real-time updates on deposits, payouts, orders, and more.

      <Note>
        Webhook setup requires step-up 2FA and an Admin or Owner role.
      </Note>
    </Accordion>

    <Accordion title="API Keys">
      * **Test keys** — for the sandbox.
      * **Live keys** — for production.

      Manage under **API Settings**. Only Owners and Admins can create, roll, revoke, or delete keys.
    </Accordion>
  </Accordion>
</AccordionGroup>

## Roles and permissions

Each team member has one of five roles:

* **Owner** — full access, including promoting other users to Owner.
* **Admin** — manage team members, API keys, and payment settings. Cannot remove Owners or other Admins.
* **Editor** — for developers managing the integration, webhooks, and technical configuration.
* **Operator** — for support and operations. Can execute refunds and simulate test flows.
* **Viewer** — read-only.

### Detailed permissions

<AccordionGroup>
  <Accordion title="Owner">
    **Can:**

    * View all data
    * Invite, promote, and demote users at any role (except other Owners)
    * Remove users (including Admins)
    * Execute refunds
    * Manage API keys (create, roll, revoke, delete)
    * Manage payment settings

    **Cannot:**

    * Demote themselves
    * Remove the last Owner
  </Accordion>

  <Accordion title="Admin">
    **Can:**

    * View all data
    * Invite users up to Admin
    * Promote users up to Admin
    * Demote users from Editor to Viewer
    * Execute refunds
    * Manage API keys (create, roll, revoke, delete)
    * Manage payment settings

    **Cannot:**

    * Demote themselves
    * Demote an Owner or another Admin
  </Accordion>

  <Accordion title="Editor">
    **Can:**

    * View all data
    * Execute refunds
    * Configure webhook subscriptions and send test webhooks
    * Access integration settings

    **Cannot:**

    * Invite, promote, or demote users
    * Adjust payment settings
  </Accordion>

  <Accordion title="Operator">
    **Can:**

    * View all data
    * Execute refunds
    * Simulate test payments and refunds

    **Cannot:**

    * Invite, promote, or demote users
    * Adjust payment settings
  </Accordion>

  <Accordion title="Viewer">
    **Can:**

    * View all data

    **Cannot:**

    * Invite, promote, or demote users
    * Move money or adjust payment settings
  </Accordion>
</AccordionGroup>

## Two-factor authentication

Dashboard login uses Strong Customer Authentication via biometrics (recommended) or TOTP. Sensitive actions trigger step-up 2FA:

* API key generation
* Webhook settings
* Money movements
* Dashboard settings

Contact your account manager for more information.