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| Note |
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Some Merchant users may not have all listed features available to them based on their access level as granted by their Admin or Referrer. |
Dashboard | Payments | Management | Forms | Admin |
|---|---|---|---|---|
The Dashboard is the first landing page after logging into the portal. It displays customizable interactive charts with your most important data, global search of all activities and entities, view alert notifications for things like chargebacks, manage your own user profile or log off securely. | The Payments section provides users with all they need to create new payments, and manage existing transactions as well as new/existing customers from which payments are made. | The management section provides users with functionality related to access control. Roles, templates and teams can be created to fine tune the access of each user account. | The forms section is used primarily for making invoices, payment pages, and product listings intended for processing transactions for specific items and services on the portal that you can send to your customers. | The Admin section is used to create withdrawals and reports, setup alert (webhook) notification systems, manage risk, and generate API Keys for additional granular use of the API. |
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In-Portal Help
While navigating the Portal, small learning icons 
will on various pages and menus will link you to an applicable use case for that Portal page from the Use Case Tutorials available on the Resource Center.
These step-by-step walkthroughs are designed to help you complete specific tasks using the features of the Portal page you’re visiting.
Note: Some tasks are only applicable to specific user access levels or can only be used in certain development environments. Each Use Case Tutorial will outline the applicable user access level in the “Audience” section and the which environments it can be used in under “Environments”