Ibanera Customer API
Customer Portal
  • Overview
  • Terminology
    • Exchanges of Assets
    • Payees
    • Personal Customers
    • Business Customers
      • Managees
    • Enumerations, Codes and Definitions
      • Source of Funds Types
      • Transfer Purpose Codes Reference
  • Getting Started
    • Access the API
    • API Principal Account
    • Common Response Format
    • First API Call
    • Authentication & Authorization
      • Generating a Time-Based One-Time Password (TOTP) with a Shared Secret
  • API Endpoints
    • Accounts
    • Business Onboarding
    • Cards
    • Crypto Exchanges
    • Foreign Currency Exchange
    • Payees (Beneficiaries)
    • Transfers
    • Transaction Cancellation
    • Managees
    • Information Requests (RFIs)
    • Quick Buy
    • Simulated Testing
  • Callbacks
    • Managee Jumio Completed
    • Cryptocurrency Transfers
    • Exchange Status Updated
    • Fiat Deposit Received
    • Managee Card Approval Updated
    • Managee KYC Updated
    • Transaction Status Updated
    • Information Requests
  • QuickBuy
    • QuickBuy Callback
    • QuickBuy Front End Implementation
    • Validating the Webhook Signature
    • QuickBuy Pro
      • Visual Customization
      • Getting Started / Authentication
      • API Endpoints
        • Create Payment
        • Retrieve Payments
        • Delete Payment
      • Callbacks
        • Payment Captured
        • Cryptocurrency Transferred
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  1. Terminology
  2. Business Customers

Managees

Terminology is critical in understanding and using the Customer API effectively. This terminology page serves to define the key terms used throughout the API documentation and interaction:

  • Manager: This term refers to the individual or entity that holds a personal or business account within the banking platform and has been granted API access. Managers have the capability to oversee and manage other customer accounts through the API.

    • Example: John Doe, who operates a small business, is a manager on the banking platform and supervises his employees' financial transactions.

  • Manager Card: A top-up card associated with the manager's account is known as a manager card. It is a financial tool that the manager can use for various transactions.

    • Example: John Doe has a manager card that he uses to load funds for operational expenses.

  • Managee: A managee is a customer user that is created and overseen by a manager. This relationship allows for structured financial governance within an organization.

    • Example: Mary Jane, an employee at John Doe's business, is a managee with an account on the banking platform.

  • Managee Card: This is a top-up card linked to the managee's account on the banking platform. It can be used by the managee for authorized expenses or to receive payments from the manager.

    • Example: Each of John Doe's employees, including Mary Jane, has a managee card for business-related expenditures.

When the terms customer or user are mentioned without the manager-managee context, they generally refer to any account holder who is accessing or interacting with the API.

These terms create a framework for understanding the hierarchical structure and roles within the Customer API, simplifying the interaction with the banking platform's various features and services.

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Last updated 1 year ago