---
name: bank131-dashboard
description: Use when the user asks about the Bank 131 Dashboard: what it is and its benefits, the transaction registry and transaction details (session ID, transaction ID, type, method, amount, status, fee, antifraud), date filtering and AI search over transactions, downloading CSV reports, getting access, and managing users (roles Admin, Manager, Support, user statuses, add/edit/block/delete/reinvite/password reset).
---

### What it is

Bank 131 provides a service for tracking and analyzing transactions — the Dashboard (Личный кабинет). It is a centralized platform that lets you fully control your business's financial flows, see the details of every transaction, and resolve issues faster. The service removes the need to request statements from a manager: all the data is always at hand.

The Dashboard is primarily about transparency. You see the full map of funds movement: which transactions succeeded, which failed, and why. It is not just a transaction history but a powerful tool for sales analytics.

### Key benefits

- **Independent transaction control** — you do not need to contact support to get information about transactions; it is available in the Dashboard at any time.
- **Clear statuses and error details** — every transaction shows its current state. If a transaction failed, the service shows the specific reason.
- **Transaction analytics for business growth (soon)** — statistics on successful and failed transactions, dynamics analysis, peak loads, and problem scenarios.
- **Data security** — transaction data is protected by corporate security standards and transmitted over secure channels.

### Main features

Currently available in the Dashboard:

- the transaction registry and details of a specific transaction;
- date filtering of transactions;
- AI search over transactions;
- downloading transaction reports in CSV format.

**Transaction registry** — track the full history of funds movement: payments, payouts, refunds. The registry shows transaction statuses and key details, so you can analyze successful and failed transactions without contacting a manager.

**Transaction details** — click any row in the registry to open a panel with details:

- session ID;
- transaction ID;
- transaction type: payment, payout, refund;
- method: FPS, bank card, SberPay, T-Pay, YooMoney;
- amount;
- status: `succeeded`, `failed`, `pending`, `in_progress`;
- creation date and time;
- partner: your company's name;
- fee: the amount withheld by the Bank for the transaction;
- antifraud: the service comment (`Пройден`/passed or `Не пройден`/not passed).

**Date filtering** — a filter in the top panel of the registry lets you choose a period: all time (from the start of work in the service, the default), ready-made periods (7, 30, 90 days), or a custom period with arbitrary start and end dates.

**AI search** — in addition to filters, you can use AI search. Type a query into the search field and the neural network analyzes the data array and returns the most relevant result. AI search understands natural-language queries, for example "Show all payments via the Mir card on November 25" or "Transactions from 5 thousand rubles".

### Getting access

The service is connected through your manager at Bank 131.

Login instructions:

1. Wait for an email from Bank 131 to your corporate email specified during registration. The email contains the first-login data: **login (your email) and a temporary password (a generated character combination)**.
2. Follow the link in the email.
3. On the first login, change the temporary password to a permanent one and pass two-factor authentication.

### User management

Each Dashboard user is assigned one or more roles. There are three roles:

- **Admin** — manages users and has access to all sections.
- **Manager** — works with transactions, reports, balances, and fees, but cannot manage users.
- **Support** — for partner support. Can view transactions and download reports and confirmations, but does not see balances and fees and cannot manage users.

Only a user with the **Admin** role can manage users. The Admin role can be held by only one user; you cannot assign another admin through the Dashboard interface — contact support if needed.

User statuses:

- **Active** — the user accepted the invitation and can work in the Dashboard;
- **Invited** — the invitation was sent but not yet accepted;
- **Deactivated** — the user's access is blocked.

**Admin** can perform these actions with users:

- add a user (enter name, last name, roles, email for the invitation, and partners);
- edit a user (name, last name, role, partner; the email cannot be changed);
- block or delete a user. Blocking keeps the user in the table with the **Deactivated** status (restorable); deletion removes the user from the table and revokes access (not restorable);
- restore access for **Deactivated** users;
- reinvite **Invited** users (for example, if the email was lost);
- reset the password for **Active** and **Invited** users — the user receives an email with a temporary password and must change it on the first login.

### Roadmap

An analytics dashboard is planned for the near future: charts of approved transactions, conversion reports broken down by payment method, and widgets for monitoring refunds.