Creating and Managing Widgets

Learn how to create, configure, preview, implement, and manage widgets within the Moneyhub Admin Portal. This guide provides detailed instructions for both new and existing users, covering everything from setting up common fields to embedding widgets on your website and capturing events for diagnostics.

Create

Widgets can be created via our Admin Portal. To create widgets, you must be granted permission by a member of the Moneyhub team.

Existing Users

If you can view the Widgets section (under API) in your navigation panel inside the Admin Portal, you already have the required permissions to create widgets. Start by adding a new widget.

New Users

Sign up to the Admin Portal to create a user account, and then reach out to your Moneyhub contact to grant you the necessary permissions to create widgets.

Once you have the appropriate permissions, navigate to API/Widgets and add a new widget.

Configure

Configuring a new widget involves setting up both common fields and widget-specific fields. This section covers the common fields shared across all widgets. For details on widget-specific configuration, please refer to the respective sections for each widget type.

General Configuration

The following fields are essential for all widgets:

Name	Description	Requirement
Widget Type	The type of widget to be created. Options include Affordability, Connections, Single Payment, or Pay Link.	Required
Widget Name	Used to identify the widget in the Moneyhub Admin Portal only.	Required
Business	The API Business to which the logged-in user is linked (one or many). The API Business name is set by Moneyhub. You can create multiple widgets under your API business.	Required
Widget Status	Can be either Production or Sandbox. This dictates whether live banks or test banks are accessible during the flow. Note: the status cannot be changed after creation; a new widget must be created if changes are required.	Required

Authorised Domains

Widgets are automatically accessible on the Moneyhub platform. If you prefer to host the widget on your own site, you need to specify the authorised domains. See more at Hosting and Implementing.

Name	Description	Requirement
Authorised Domains	Specify a list of domains on which the widget can be hosted if self-hosting.	Optional

Theme

To ensure a seamless visual transition between your site and the widget, you can specify theming options.

Name	Description	Requirement
Primary Colour	Choose a primary colour.	Optional
Custom Font	Select any Google Font.	Optional

Preview

Once a widget has been created, you can preview it in Admin Portal:

Edit

After a widget has been created, you can edit some of its fields by clicking the "Edit" button in the Admin Portal.