Overview of the Newline Dashboard

The Newline™ Dashboard is a secure, intuitive platform designed to simplify operations and accelerate response times. It empowers teams to manage customer and transaction data efficiently, providing real-time visibility, interactive reporting, and streamlined workflows that enhance productivity. Built for organizations implementing Newline and technical teams managing its usage, the dashboard offers:

• Instant access to financial data for informed decision-making
• Team management tools for easy onboarding and role-based access
• Scalable architecture to support growth and evolving business needs

With its user-friendly interface and robust security, the Newline Dashboard delivers actionable insights and a seamless experience—helping your organization stay agile and data-driven.

Key Features

• Real-Time Data Access Provides instant access to transaction data and account information, enabling timely decision-making.

• User-Friendly Interface Intuitive design makes it easy for users to navigate and use the dashboard effectively.

• Security & Authentication Implements Okta-based token authentication and robust encryption protocols to ensure secure access.

• Scalability Designed to scale with the organization’s needs, accommodating growth and increasing data volumes.

• Collaboration Tools Facilitates better communication and collaboration among team members through shared data and insights.

• Role-Based Access Admins can invite new members and reset MFA; Users access dashboard features limited to their specific program.