Interaction with the interface

Overview

Dashboard interface is divided into topic-driven sections with each focused on the corresponding data segment and employing specific operation tools. These sections contain a number of standard items while most tasks are solved with the use of registers. To search for data and perform a range of operations, use the main menu located at the top of the page. To switch from one section to another, use the navigation panel on the left.

The following is a summary of using the main menu, sections, and lists.

Main menu

Overview

The main menu located at the top of the Dashboard interface contains buttons that allow the user to customise the interface, access subsidiary sections, and log out.

The main menu with an expanded navigation panel: 1—navigation panel button; 2—clock; 3—help; 4—language switcher; 5—notifications and search panel buttons; 6—user information; 7—logout button.

Navigation panel

The navigation panel is located on the left side of the interface and contains buttons for switching between the sections that are available for the user account. The panel can be shown expanded with the sections' names and the corresponding icons or collapsed (with the sections' icons and the tooltips with the corresponding names). To expand or collapse the navigation panel, use the button on the left of the main menu.

Clock

The clock with an option to select the time zone is located in the centre of the main menu. Selecting the time zone affects the way the data is shown in the payments list, but it does not impact the way business days are determined and counted. Business days for reporting purposes are set in UTC + 00:00.

Search panel

Search panel contains a set of fields allowing users to find necessary payments quickly and efficiently. To increase usability and optimise search speed, the panel shows only the most frequently requested parameters, and the search is carried out only if the attributes provided fully match. The search results can be found in the payments list of Payments section.

Figure: The main menu with a shown search panel

If the fields are shown but are not enabled, it means they are still in development and optimisation.

Sections

Dashboard interface includes the following sections:

My profile—it contains the user information and the tools to configure the user account.
Finance—it contains the merchant's current balances broken down by projects.
Reports—it contains the tools to prepare reports according to specified parameters and to view and export the reports that have been drawn.
Payments—it contains the list of all payments, both completed and in-progress, as well as tools for configuring the way the data is displayed in the list. This section also allows users to view detailed payment information and issue single refunds.
Remittances—it contains the list of remittance recipient accounts and tools for managing recipient accounts and creating single and mass remittance orders. This section also allows users to view lists of all B2B payments, both completed and in-progress, and the detailed information about each payment.
Payment links—it contains the list of all payment link purchases, both completed and in-progress, as well as tools for managing payment links to create, deactivate, and set up auto-sending of payment links to customers.
Manual payments—it contains the list of all payouts, completed and in-progress, as well as tools for configuring the way the data is displayed in the list. This section also allows users to view detailed payment information and issue single and mass payouts as well as mass refunds.
Subscriptions—it contains the list of registered regular COF purchases (subscriptions) as well as tools for configuring the way the data is displayed in the list. This section also allows users to view detailed subscription information, update subscription settings and cancel subscriptions.
Risks—it contains the list of fraudulent operations and the list of criteria of mearchant whitelists and blacklists, as well as tools for configuring the way the data is displayed in the lists. This section also allows users to manage criteria of whitelists and blacklists.
Chargebacks—it contains the list of all chargebacks, both completed and in-progress, as well as tools for configuring the way the data is displayed in the list. This section also allows users to view detailed chargeback information and accept chargebacks withoutgoing through an arbitration process.
My team—it contains the list of all user accounts of the merchant's employees as well as the tools to manage the user accounts and to view user actions history.
Analytics—it contains a pre-configured set of analytic panels for online analysis of payment and operation processing for the merchant's projects (accessible with the appropriate permissions of the user account).
Projects—it contains the information about individual settings of the merchant's projects (accessible with the appropriate permissions of the user account) and the instruments to configure these settings.
Help—it contains the information that covers how to use Dashboard and its sections (accessible with the appropriate permissions of the user account).

Lists

Dashboard implements lists to display large volumes of records with payment data or user account information. One section can contain one or several lists. To switch between them, use tabs with the names of the corresponding lists.

Figure: Switching between lists

Lists have a uniform design, and all of them allow you to configure the number and the order of columns, filter recorded data and perform a number of actions including switching to detailed payment information or deleting a user account.

Each section which contains a list includes the following types of filters:

Predefined filters—they are available via the buttons located at the top of the list, in the filter area. These filters allow users to select or deselect filtering with the use of a single parameter, for example, payment currency in one-click.
Custom filters—they are available in a separate panel which is opened with the button on the right located in the filter area. They allow users to filter recorded data according to a total of selected parameters. The settings of such filters can be flexibly configured and saved for future use.

Moreover, depending on the purpose of the list, they include additional tools for working with them. For instance, the payments list allows users to configure the number and the order of columns with the use of the custom filter manager which is opened with the button on the right located in the filter area.

Payments list in Payments section: 1—a tab with the list of all payments; 2—predefined filters; 3—buttons to reset all filters, to show custom filters and to configure payments list display mode.

Payouts list in Manual payments section: 1—tabs with lists; 2—a button to issue payments; 3—predefined filters; 4—buttons to reset all filters, to show custom filters and to configure payments list display mode.

User account list in My team section: 1—tabs with lists; 2—a button to create a new user account; 3—predefined filters; 4—buttons to reset all filters, to show custom filters and to configure users list display mode; 5—tools to edit a user account.