A coffee graphic
Individual Accounts
  • Resetting your password
  • Requesting profile info
  • Managing public profile info
Organization Accounts
  • Appending records to a form
  • Adding new connections
  • Conducting sell transactions
  • Translating profile forms
  • Entering, reviewing, & approving profile form data for an identity
  • Batch asset transactions
  • Conducting buy transactions
  • Creating identity profile forms with data fields that will be completed by org associates
  • Asset transfer transactions
  • Creating assets with categories

Resetting your password

  1. Navigate to BanQu and click "Forgot Password?" on the BanQu sign in screen:

    Sign in screen
  2. Enter phone number or email associated with the account and click "Reset My Password"

  3. You will then receive a text and email (if both are associated with the account) with a password reset link (URL).

  4. On an internet-enabled device, navigate to the URL. Enter a new password and click "Change Password":

    Request a new password

Requesting profile info

  1. To request elements of someone else’s data, search for their identity in your list of BanQu connections and click on their name to access their blank profile.

  2. Next, click on the three dots on the top right portion of their profile to access a dropdown menu entitled “request more info”:

    Tyler Campbell raw profile
  3. Now you will have the option to request certain elements of that individual’s profile (address, email, phone number, transaction history, connections, etc.):

    Tyler Campbell raw profile
  4. Check the desired elements and click the blue send button on the bottom of the form to send the request.

  5. If granted, you will now be able to see the elements you requested under that user’s profile that were initially out of view in step 2:

    Tyler Campbell shared profile

    ** Please note that corresponding user may revoke the information they have shared with you at any time**

Managing public profile info

  1. Log in to your BanQu account. Click on your photo in the top right and scroll down to the Security section. Select Public Profile Settings. Note that if you are an admin or owner of an Org, you have the ability to set the sharing permissions for your Organization.

  2. On the right you will see 2 options - Share on Internet and Share with my connections. Sharing on the Internet will allow any BanQu user to see the information you choose to share. Sharing with your connections will limit this to only the users you have chosen to connect with. You can change your permissions at any time.

  3. Depending on which box you check (Internet or connections), fill out the corresponding check boxes. You can set different permissions for Internet and connections, but any permissions being shared on the Internet must also be shared with your connections. Permissions can be changed at any time. Click Save.

Appending records to a form

Appending to a Form

New functionality in BanQu allows for multiple records to be appended onto the same form. This functionality can occur on both the user interface (UI), as well as in bulk via CSV upload.

Previously, in order to add data to repeatable sections you had to add both new and old records to the CSV file. Now you can use the “$append” operator to add new records to a form:

Here is an example screenshot of a 2nd record being appended to a form that already has 1 record entered:

An Excel form

Let’s take a closer look at the header in B1 and break down the components. It looks like this:

Form permissions for BanQu

What follows is the JSON Field Name for the section. Editing the Section of the form is also where we give the form the unique property of allowing multiple instances (note the completed checkbox in the screenshot below):

Append test form for BanQu

Next, we add our new appending operator: .$append

Finally, we add the individual field JSON code:

Append test form for BanQu showing the JSON needed

Again, we should arrive with the following:

urn:banqu:schemas:d04f0b2082d9482e940bf2bb9f82d483:User:appendTestForm.section.$append.field1

Remember, this CSV column header is for one single field. So the very last component (field1) should be changing based on the JSON code in the relevant field to which you are placing content (field2 is shown in CSV screenshot). Our end result on the UI after we upload the CSV row shown in the screenshot on page 1 is:

Append test form finished

In addition to appending single records, you can also add several records to a form at one time by adding incremental index after $append for each row. So, let’s say we want to add 2 records at once. Our headers, though side-by-side in our CSV, should read as follows:

urn:banqu:schemas:d04f0b2082d9482e940bf2bb9f82d483:User:appendTestForm.section.$append.0.field1

urn:banqu:schemas:d04f0b2082d9482e940bf2bb9f82d483:User:appendTestForm.section.$append.1.field1

Updating Sections Instead of Appending

It is important to note that while we can use our $append operator to tack on additional records, we still need to have all existing data in the form in order to keep the data intact while making updates to any of the records via CSV upload. Sections can always be updated on the UI by clicking the blue edit button on the profile page.

Using our example above, let’s say that we wanted to go back and update our first record to show something in Field 1 and Field 2 that is different from “UI Test.” If we want to do this with a CSV upload, we need to make sure to include all of the relevant information that is noted in that second record, otherwise it will be overwritten. Our file will look like this - making sure to not have the $append operator listed:

Highlighted cells in Excel

From left to right, our headers for columns B, C, D, and E will look like this:*

urn:banqu:schemas:d04f0b2082d9482e940bf2bb9f82d483:User:appendTestForm.section.0.field1

urn:banqu:schemas:d04f0b2082d9482e940bf2bb9f82d483:User:appendTestForm.section.0.field2

urn:banqu:schemas:d04f0b2082d9482e940bf2bb9f82d483:User:appendTestForm.section.1.field1

urn:banqu:schemas:d04f0b2082d9482e940bf2bb9f82d483:User:appendTestForm.section.1.field2

*field indices always begin at 0 rather than 1.

Adding new connections

  1. From the Organization account, navigate to the “Add Connection” icon on the Identities page:

    Add connections image
  2. Complete all relevant information. Note that either email, phone number, or username is required. The options displayed on this screen will look slightly different, depending on how the platform has been configured for your organization:

    Invite form
  3. In the Settings section you can verify your connection is created in the correct language, choose whether you'd like to send an invite or create the account automatically, and assign a role.

    • Preferred Language will default to the primary language of the associate adding the connection. The newly added identity will receive notifications in the chosen language until they log in to BanQu and update their language in their own profile settings.
    • Transaction Direction should be left as Sender & Receiver unless otherwise notified. This will allow the identity to send and receive assets.
    • Sending an invite will require the identity to create a password and accept the invitation, while creating automatically will create the account immediately. The identity can set a password later by following the Forgot Password process (note that an email or phone number is required for this).
    • Roles can be used to assign certain profile forms to a certain subset of identities; choose the proper role if your organization is using this feature. Invite form
  4. Review all the information and add the connection once all information is deemed accurate.

Conducting sell transactions

  1. Use the Identities dashboard to search for the identity you’d like to transact with and click ‘Sell’. You can also initiate the transaction from the dropdown when hovering over the Assets icon. DO NOT use the Initiate Transaction in the Assets screen:

    Option 1:

    Option 1 for sell transactions

    Option 2:

    Option 2 for sell transactions
  2. Verify the proper identity name has populated, choose the asset you’re selling from the dropdown for ‘Asset’, and enter the total quantity amount. If you’d like to add another asset, you can choose ‘ADD ASSET.’ The Payment amount field will automatically populate with the calculated payment information. Click Review:

    Sell new transaction

    **If the asset you're trying to transact is not displaying in the dropdown, please reach out to your organization's BanQu administrator for assistance.**

  3. Review the transaction details to ensure that everything is accurate. Press Submit when ready:

    Sell new transaction completed
  4. After pressing 'Submit', the identity will be sent an SMS and/or email with the transaction details and payment instructions, if applicable. The org will be able to view the transaction from their Transactions screen.

Translating profile forms

  1. Navigate to Forms and select the form you would like to translate.

    Translation form
  2. Once the form is open, click on the word you want to translate and click the language dropdown.

    Citizenship form
  3. Select the language you’d like to enter a translation for. The English version of the word will disappear - enter the translated word in its place. Do not translate the JSON Field Name.

    Second citizenship form
  4. Click Save and repeat for all other words in the form that need to be translated.

    Selected for translation form
  5. Once done translating the form click the blue Save button at the bottom of the screen. This will update the translation in all connected identity profiles who have set their language to that which was just translated.

    Completed translation form

Entering, reviewing, & approving profile form data for an identity

First, let’s review what was covered in the article Creating Identity Profile Forms with Data Fields that will be Completed by Org Associates. We have made sure that our Form has been set to be shared on all connected user profiles. Next, within the Form we have set field permissions so we can allow our Org Associates the ability to edit information for a connected identity. Finally, we have chosen which Org Associates will be the Reviewers and Approvers of the data entered into the Form.

Now, let’s see what happens when the Foundation Admin (our Approver and Reviewer) goes to enter information on a connected identities profile. In this case, let’s enter information for Jennifer Example.

Once I have found Jennifer Example in my list of connected identities, I can see a limited view of her profile. Because I, as Foundation Admin, am set to be the Reviewer of the Form we have created, I can see that Form when I click on her name. Notice that there is a blue “edit” button next to the Form:

Jennifer example form

Click the blue “edit” button to edit the Form data, and click "save" when you are finished:

New functionality test form

Navigate back to the limited view of Jennifer Example’s profile to view the immutable audit trail:

Jennifer completed form

Since I am also set as the Approver of the inputted data, I can navigate to the new “Requests” icon in the header of the Organization account to move forward with approving the entry:

Review request form 1
Review request form 2
Review request form 3

Now, from Jennifer Example’s view, there is a full auditable approval trail of the data that was entered for her new profile Form:

New functionality completed form

Batch asset transactions

  1. Operating as an Associate role under the organization account, hover over the Assets icon and select Create Batch Transaction:

    Batch asset transcations dropdown
  2. You will see a new type of transaction form.

    New transactions form

    **Note that the Truck Information section may not display depending on its relevance to the specific organization. If you would to have it added or removed please reach out to your BanQu representative.**

  3. Enter each field as accurately as possible. Continue to add assets to the batch as necessary:

    Truck and asset form

    **The Asset Quantity will default to the total amount of the asset owned by the specific organization account. The amount can be manually reduced but can't be increased.**

  4. When you have entered all of the transaction information, click 'Review'. Once again, please ensure that all of the information is accurate. Click 'Submit' when finished:

    Batch asset receiver form
  5. The batch transaction is now complete. The transaction details will now be available to both parties involved in the transaction. The parties will receive the following transaction information:

    Batch asset zoomed in form

    The parties can click on the above transfer summary to view the details of the transaction complete with timestamps and asset details:

    Batch assets completed form

Conducting buy transactions

  1. Search the Identities dashboard for the identity you’d like to transact with and click ‘Buy’. You can also initiate the transaction from the dropdown when hovering over the Assets icon. DO NOT use the Initiate Transaction in the Assets screen.

    Option 1:

    Conducting buy transactions

    Option 2:

    Conducting buy transactions with dropdown
  2. Verify the proper identity name has populated, choose the asset you’re buying from the dropdown for ‘Asset’, and enter the total quantity in the correct unit of measure. The Payment amount field will automatically populate with the calculated payment information. Click Review:

    Verifying the buy transactions

    **If the asset you're trying to transact is not displaying in the dropdown, please reach out to your organization's BanQu administrator for assistance.**

  3. Review the transaction details to ensure that everything is accurate. Press Submit when ready:

    A new buy transaction
  4. After pressing 'Submit', the identity will be sent an SMS and/or email with the transaction details and payment instructions, if applicable. The org will be able to view the transaction from their Transactions screen.

Creating identity profile forms with data fields that will be completed by org associates

The latest update to the BanQu Forms functionality offers an Organization’s Associates the ability to actively edit, approve, and review Forms that are displayed on the profiles of their connections. The functionality works as follows:

First, we start on the Forms dashboard. This dashboard should look familiar to you if you have worked with BanQu’s Forms functionality in the past. Note that this test Form has been set to “Displayed on Profiles”:

An identity profile form

Click on the blue “Edit Form” button to be taken to the Form Editor. From here, click into any field. At this point, we will be setting field permissions:

A functionality test form

When you click on a field in the Form, you will be taken to a field editor screen. This screen contains all of BanQu’s robust data capture functionality, with the new addition of a “Permissions” drop-down menu at the bottom of the editor:

A functionality test form dropdown menu

For each field in a Form you may now select who can input (edit) data, and who can simply view (readonly) data. A third option, “Hidden” can also be assigned. It is critical to know the terminology used within the Permissions drop-down:

Reviewer - For the example above, the Reviewer is the Org Associate that will be inputting the data

Approver - The Org Associate that will give final approval to the data input

Responder - The connected identity (i.e. the owner of the profile where the form is residing)

When all of the fields in your Form are correctly permissioned, it is time to assign Associate roles so we know who exactly will be the Approver and Reviewers of the fields in the Form. Click Save and navigate back to the Forms Editor. From here, click on “Permissions”:

A functionality test form with circle

You will be taken to the Permissions Editor screen. Please double-check that the “Sharing” permission has been set to “Show on connected user profiles.” The “Third Party Validation” checkbox is incredibly useful if you will be needing review from an entity outside of your BanQu platform ecosystem. The “Section Priority” field is simply an ordering schema - the lower the number inputted the higher it will be displayed on the identity's profile page:

A functionality test form with permissions

“Replace Profile Section(s)” is only to be used if you plan on replacing an existing profile section with the Form at hand. Under the heading Org Associate Permissions, you will be able to select who will be the Reviewer, and who will be the Approver of the Form. Previously, this was only an option for Forms that were set to either “Private” or “Shared with All Connections.” In this example, I have selected the Foundation Admin to be both the Reviewer and Approver. For the most part, all of the information discussed thus far should be reviewed:

A functionality test form with checkboxes

At this time it is important to remember who is set as the Reviewers and Approvers of the Form. Reviewers will able to edit fields in the Form as it sits on the profiles of connected identities. Approvers will be be able to approve or request corrections to forms completed by Reviewers. An Associate given both of these permissions will be able to do all of these functions. Click “Save” when you are done.

Let’s review. First, we have made sure that our new Form has been set to be shared on all connected user profiles. Next, within the Form we have set field permissions so we can allow our Org Associates the ability to edit information for a connected identity. Finally, we have chosen which Org Associates will be the Reviewers and Approvers of the data entered into the Form.

When you're ready to start completing these form entries on behalf of your connected identities, check out the article Entering, Reviewing, & Approving Profile Form Data for an Identity.

Asset transfer transactions

  1. Navigate to your Assets screen and click on the Initiate Transaction option along the bottom of the asset:

    Asset transfer transactions
  2. Fill out the new transaction form. Select the proper connection, enter the quantity of the asset you would like to send, and, if you choose, enter a message that will show when the connection receives the asset. Select the blue review button at the bottom of the screen when finished:

    Filling out an asset transfer transactions

    **Do not edit the Delivery Type or Transaction Type unless you have been specifically instructed to do so.**

  3. Clicking the review button will take you to the following page. Please ensure that the listed information is accurate and select the blue submit button:

    Finalized asset transfer transaction
  4. To verify that this asset was sent click on Transactions, located in the drop-down menu under the Asset icon. A green checkmark will signify that the transaction went through successfully. The transaction will also be time stamped:

    Confirmation asset transfer transaction
  5. The Organization will now have 999 of these assets remaining (1000 starting balance minus 1 sent) to send to other connections.

Creating assets with categories

  1. Navigate to the Categories section of the drop-down menu under the Assets icon and click Create Category. Make sure you are operating from the Org account, rather than your personal account.

    Creating assets with categories Creating assets with categories selection screen
  2. Fill out the Type Identifier, Description, and Unit of Measure for each category as appropriate.

    New category screen
  3. When multiple categories have been created, the categories dashboard will look like this:

    Multiple assets screen
  4. To create a unique asset, click on “Register Asset” in the lower right-hand corner of the category box as shown in the last screenshot. You may also register a new asset from the Assets screen. If you do this, be sure to select the appropriate Asset Category from the dropdown list of categories. Both options will get you to a New Asset page where the appropriate category is selected.

    Finalized new assets screen
  5. Fill out the details of the asset as shown above, and attach a file as underlying documentation of the asset, if necessary. Then press SAVE. Note: at this point, nothing has been sent. To send the asset, see the section "Asset Transfer Transactions"

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