Casa Dashboard

The Casa Dashboard enables organizations to efficiently manage company treasuries with features like Role-Based Access Control, transaction history, statements, and multi-account management in one centralized platform.

Overview of the Dashboard

This support article will provide a foundation to get the most out of your Casa account, ensuring that your company has the right tools to support your company’s treasury.

In order to use the dashboard, each user that needs access will need to set up 2FA. If you are an Enterprise client, our Client Services team will walk you through this set up during your onboarding call. Users enrolled in the Business plan have the option to pay for an onboarding and implementation call, or set up 2FA themselves by following one of our support articles. If you have questions, you can also reach out to help@team.casa. Once logged in, the homepage will display a summary of your Primary Account. 

To add and associate other accounts to your Primary Account, Enterprise users can reach out to their dedicated advisor. Customers enrolled in the Business plan can contact help@team.casa to make adjustments.

To select a different associated account, click the dropdown arrow next to the email dress at the top of the screen.

Check the status on pending transactions by selecting the In Progress button under transactions. 

Role Based Access Management

Under the User Management tab you can monitor and manage the access of View-Only users. 

To add a viewer, you will need to click on Invite Viewer, add their email address, select which dashboards they will have access to, and give them access to download the transaction CSV if desired. Once you've confirmed the viewers access and permissions, they will receive an email invite to set up a Casa account.

You can always restrict a user's access to different vaults through the View Permissions flow.

Vault access can be adjusted at any point by the Primary Account owner by selecting the Manage button next to a user's login. 

Under Vault Owners, you can view all vault owners associated with your organization. To add or edit a vault owner simply contact the Casa Client Services team.