Merchant Dashboard is a visualization instrument for merchants that provides access to the eCommerce service, including transactions overview, payout initiation, and settlement creation. The following guide is leading the user through the essentials of Merchant Dashboard and provides instructions on the actions available.

The Dashboard design varies depending on the visual solutions of the company providing the service. Nevertheless, the interface structure and functionality are implemented according to the following guide.

Overview

The Dashboard consists of several functionality fields that provide quick access to all the necessary details of your accounts and transactions in <Company>. See the image below to navigate across the interface:

  1. The Navigation sidebar is the main navigation instrument to switch between Merchant Dashboard functionalities.

  2. The Overview field includes four widgets displaying the total balance, total reserve, the number of completed and failed transactions.

  3. The Balance details field demonstrates the sum of funds sorted by currency, operators, and turnover.

  4. The Account option allows to configure profile settings and sign out of the Merchant Dashboard.

Dashboard overview

Signing up

An existing profile is required to have access to all the Dashboard functions. If you have not registered yet, contact your <Company> manager to create a merchant profile.

All profiles are created manually by <Company> administrators.

Signing in

If you already have an account, follow the steps below to sign in:

  1. Navigate to <link> .

  2. Fill in your credentials for authorization.

  3. The Merchant Dashboard will be opened

Sign In

If you forgot your password, the recovery process is executed as follows:

  1. Click Recover below the Sign-in form. The password recovery window will be opened.

  2. Enter your email address and click Reset.

  3. The password recovery email will be sent to your email—follow the instructions to reset your password.

  4. Navigate back to the Sign-in page and log in using the updated credentials.

Password recovery

Currency exchange

The Currency exchange tab allows to exchange currencies in the Dashboard. Merchant accounts are multi-currency, no additional accounts are required. Follow the steps to exchange currencies:

  1. Click Currency exchange in the navigation sidebar. The Currency exchange window will be opened.

  2. Click Operator and select an operator from the drop-down list.

  3. Enter the amount that is to be exchanged in the You exchange field.

  4. Select the exchanged currency from the drop-down list in the You exchange line.

  5. Select the target currency from the drop-down list in the You get line.

  6. The target amount will be updated automatically according to the Operator exchange rate.

  7. Click Exchange to initiate the exchange request. Once the request is processed, the target amount will be available in the Dashboard.

An operator—a licensed payment service provider—is to be pre-configured. It is possible for a merchant to have agreements with several operators responsible for transactions to divide incomes/expenses inside different projects. Сontact your <Company> manager to configure operators.

Currency exchange

Payouts

Payout is an additional instrument for merchants that provides a way to make payments to their users (for example, when a merchant makes a prize money payout). The process is executed as follows:

  1. Navigate to Payouts in the navigation sidebar. The Create payout window will be opened.

  2. Select a payout type from the Type drop-down list.

  3. Enter the User account number (card number if Credit card is selected as a payout type).

  4. Select the payout currency from the Currency drop-down list.

  5. Enter the payout amount in the Amount field.

  6. Fill in the Beneficiary name if necessary.

  7. The Remitter name will be filled automatically.

  8. Click Create to initiate a request.

  9. The payout is to be pre-approved by an Administrator via the Admin Panel if the configuration is set in the merchant's profile.

  10. The payout request is sent to the defined operator.

  11. The operator processes the payout.

  12. The defined user receives the payment.

An operator—a licensed payment service provider—is to be pre-configured. It is possible for a merchant to have agreements with several operators responsible for transactions to divide incomes/expenses inside different projects. Сontact your <Company> manager to configure operators.

Create a payout

Mass payouts

The Dashboard allows merchants to initiate payouts to multiple users at once. The process is executed as follows:

  1. Navigate to Mass payout in the navigation sidebar. The Mass payout window will be opened.

  2. Select a payout type from the Type drop-down list. The required column names will appear in the Column names field.

  3. Create either a .csv or .xlsx or file with the corresponding columns.

  4. Add the recipients' details into the file.

  5. Click the Select .csv or .xlsx button to import the list of recepients.

  6. Click Create to initiate a payout request.

  7. The payout is to be pre-approved by an Administrator via the Admin Panel if the configuration is set in the merchant's profile.

  8. The payout request is sent to the operator.

  9. The operator processes the payout.

  10. The defined users receive payments.

Create a mass payout

Transactions

The Transactions tab provides the read-only list of payments, verifications, and exchange transactions executed on the platform. All transactions are created by merchant users and executed by external service providers.
The following actions are available in the tab:

  • Click a Transaction ID to open transaction details.

  • Filter the list using the advanced filter in the right sidebar.

Transactions list

Fail reasons

The Transactions tab provides the read-only list of payments, verifications, and exchange transactions executed on the platform. All transactions are created by merchant users and executed by external service providers.
The following actions are available in the tab:

  • Click a Transaction ID to open transaction details.

  • Filter the list using the advanced filter in the right sidebar.

The tab provides additional instruments to monitor the way compliance checks are performed on the Users' transactions. The monitoring is performed by the compliance service provider and does not require any assistance.

Fail reasons

Settlements

Settlement is the main instrument to request income withdrawal for a merchant. The process is executed as follows:

  1. A settlement is initiated in the Administrative Panel.

    1. The settlement period is to be defined (only Completed transactions are included).

    2. An operator - a licensed payment service provider - is required. It is possible for the merchant to have agreements with several Operators responsible for withdrawal transactions to divide incomes received from different projects or transaction types.

  2. The settlement is sent to the Operator defined in the details.

  3. The Operator processes the settlement.

  4. Once the settlement is processed, the withdrawal sum is transferred to the merchant's external account according to the account/card details provided to the Operator.

The tab provides the list of all settlements created by the merchants.

Settlements list

Projects

In some cases, a merchant requires several business projects to be created. For example, one merchant provides exchange, online retail, and streaming services. Therefore, all the services require payment solutions that can be configured differently. The Projects tab provides the list of all merchant’s projects created in the platform.

Create a new project as follows:

  1. Navigate to Projects in the navigation sidebar. The list of existing projects will be opened.

  2. Click New project to open the project creation form.

  3. Fill in main details in the General field. There are a few special parameters in the field:

    1. URL - a URL available for users to access the project (for example, web site address).

    2. Callback URL - defines a callback Url that is used for payment confirmation.

  4. Fill in payment details in the Widget field. The field is to be filled if virtual currency is used for the project.

  5. Add virtual currency rates in the Virtual currency rates field if virtual currency is used for the project.

  6. Add a package set in the Package sets field to define gift codes and promo configurations for virtual currency.

  7. Click Save to activate the project.

Projects list

New project

Project details

Staff

The Merchant staff tab provides the list of merchant staff and their access roles on the platform. Add a person to merchant staff and grant them access roles to define their activities in the Dashboard.

Create a new staff profile as follows:

  1. Navigate to Staff in the navigation sidebar. The list of existing staff profiles will be opened.

  2. Click New Staff Person to open the profile creation form.

  3. Fill in general details in the form. There are a few special parameters in the field:

    1. Email and Password are required to be used as staff credentials.

  4. Select an access role in the Roles drop-down list.

  5. Click the Enable check box to activate the profile.

  6. Click Save to create the profile.

Edit profiles by clicking the Edit button in the Staff list. All the aforementioned parameters are available for editing.

Staff list

Create a new staff profile

Edit a staff profile

Subscriptions

The tab provides the list of recurring transactions that a related to merchant users. The following parameters are available:

  • Subscription transaction ID - internal identification number of the transaction.

  • Project - the project related to the recurring payment.

  • User ID - internal identification number of the user.

  • Starts at - date and time when the first transaction was charged from the user.

  • Ends at - date and time when the last transaction will be charged from the user.

  • Price - the transaction sum.

  • Currency - the transaction currency.

  • Interval - the time period before the transaction is repeated in days (1-365). If set to 0, the subscription is semi-automated and is initiated by a merchant (semi-automated subscriptions are to be configured in the system configuration).

  • Status - the parameter defines whether the transaction is active, pending or canceled.

Subscriptions list

Account settings

The Account settings tab provides general information on your profile. It is possible to edit the details, though all the new information is to be verified by additional documents.

Merchant profile settings