Synchronisation über Salt Edge

Unser Schnittstellen-Provider Salt Edge bietet ein eigenes Dashboard, um Deine Bankverbindungen zu aktualisieren

Bei der ersten Verbindung Deiner Bank mit Tidely über Salt Edge erhältst hast Du von support@saltedge.com eine E-Mail. Darin wirst Du aufgefordert, Dir ein Passwort für Dein Salt Edge Dashboard (https://www.saltedge.com/dashboard/sign_in) zu erstellen. Die Email findest Du weiter unten.

Im Salt Edge Dashboard kannst Du Deine Bankverbindung aktualisieren/refreshen oder entfernen.

 
Hello there,
Your Dashboard account has been created by Tidely with the following information:
Email: Deine E-Mail-Adresse
To be able to access your account later, use the provided email and set your own password by clicking the button below:
"Set password"
The password setting is valid only for the next 6 hours. If already expired, you can always ask for a new one with your registered email here.
For more information, you can read our Dashboard Terms of Service and Privacy Policy.
If you require further assistance or have questions regarding the Dashboard functionality, please contact us at support@saltedge.com.
Best regards,
Salt Edge Team https://www.saltedge.com/dashboard/
 

Zahlungskonten Management in Salt Edge

Bei der Verbindung Deiner Bankverbindung ruft Salt Edge alle möglichen Unterkonten ab und kommuniziert diese an Tidely. Hierzu kannst in deinem Salt Edge Dashboard ungewünschte Konten oder zumindest Konten, die du nicht mit Tidely verknüpfen willst, entfernen.
 

E-Mail Adresse in Salt Edge ändern

"In order to change your email in the End-user Dashboard, we kindly ask you to follow our guide below.

After performing all the mentioned steps - your email address will be successfully changed:

  1. Please sign in to your [End - user Dashboard](

    Sign in | Salt Edge ) using your current credentials (email and password).

  2. After entering into your profile, go to Settings → General.

In the Email field, insert your NEW email address and current password.

  1. After pressing “Save changes”, you will receive an “Update Request” from Salt Edge on your current registered email address.

  2. Then click on “Update Email Address” and you will be redirected to the End-user Dashboard, so that settings will be updated.

  3. As the 5th step - you will receive a letter from Salt Edge on your new email address, where you will be required to confirm your new email address.

After pressing the required button - your email address will be successfully confirmed.

If after pressing any of the buttons, you will not be redirected to the appropriate page, just click on “Resend instructions” in the End-user Dashboard."