Using the Dashboard (Partner View)

Created by Richard Moore, Modified on Fri, 12 May 2023 at 07:42 AM by Richard Moore

Welcome to the Exact Pay Dashboard. This interface is divided into six main sections: User Settings, Merchant Onboarding, Merchant Accounts, Reporting, Users and Invites, and Roles and Permissions.


TABLE OF CONTENTS


Organization

Upon logging in you will see the Organization or Partner name being accessed in the top-left (Flower Power):

User Settings



Clicking on the name beneath the Organization or Account being viewed will present the user with two options, User Settings and Logout. The User Settings settings page allows the user to change their password whenever they like using the Current Password and New Password fields:


Merchant Onboarding

Merchant Onboarding is the default menu that a user is presented with when accessing the Dashboard.


Merchants that appear here are currently in the Onboarding queue (notice the Pended status in the right-most column). Once the Underwriting process has been finalized the Merchant will move to the Merchant Account sections and will no longer appear here:


Selecting one of the Pended status merchants will bring up the Onboarding Details window containing most of the information submitted by or on-behalf of the Merchant:



The Properties tab shows the information collected during the Create Onboarding process:



The Verifications tab shows the checks performed against the merchant and owner and statuses for each:


The Logs tab shows the action history of the account:



Create Onboarding and View Underwriting Workflows





The Create Onboarding section allows a Partner Admin to manually create a merchant onboarding using Exact’s pre-built web form. We will go into further details about this in a separate Merchant Onboarding article:


The View Underwriting Workflows allows a Partner Admin to view previously created underwriting workflows. The Payfac As A Service model only allows Exact Administrators to create new workflows. The image below shows that the Max Ticket + Trulioo KYC/KYB workflow has been selected as the default workflow:



We can view the details of this workflow by selecting this row:


Merchant Account


The Merchant Accounts sections displays Merchants who were already successfully onboarded under the Organization:



Selecting a  merchant on this screen will present the Account Details screen with some additional tabs including Requests, Notes, Fees, and Risk Settings:


An Underwriter can use the New Request button to make a number of requests such as “Verify your Email”, “Answer Further Questions”, and “Upload Additional Documents”. Once a Request is made an email will be sent to the primary person on the Merchant's application:


A merchant can respond to this request by email or the Partner can respond to this Request on their behalf using the Add Document button:


The uploaded document can be viewed, downloaded, or deleted using these buttons:




Reporting


The Reporting allows a user to generate new reports, and to view or download previously generated reports for up to a year:



There are several report types that can be generated, including: Accounts, Transactions, Chargebacks, Settlement, and Funding:



A Report Type, Name, and Date Range must be chosen before the report an be generated:



Once the Generate Report button is pressed it can take some time before it is available to view or download. During this time the stopwatch icon is visible:


Upon Completion the Status option to download the report as a JSON or CSV file are visible:



Users and Invites


The Users & Invites section shows a list of all users with access to the Organization or Account. 



Selecting a User and clicking Edit User Info will allow an Admin user to edit a User’s Name, Email Address, Phone Number, User Role, Lock or Unlock the User, or Delete the User profile: 



Invite User


The Invite User button in the top-left of the Users and Invites screen allows an Admin user to invite additional users to the Organization or Account. Enter the user’s full name, email address, phone number and select one of the roles from the drop-down list. 




Send Invite will email the new users with an invitation to join:


Show Invites


The Show Invites toggle switch is found in the top-right corner of the Users & Invites screen. From here we can see recently invited users who are yet to accept their Invites. 



Note that an Invite can also be re-sent or deleted by clicking on the paper aeroplane or garbage can icons, respectively.



Roles and Permissions


The final section is Roles & Permissions. This will allow an Admin user to view the existing roles on the account that can be assigned to users, and the permissions for each. Note that this account has created two custom roles “Partner Admin - Advanced” and “Partner Read-Only”. All Organizations will see the default Partner Admin and Merchant Admin roles.



Selecting a role will allow a user to view the Role’s permissions. Here is a partial snippet of what that screen looks like:



At the bottom of the page there is a toggle switch to enable or disable the role:



It is also possible to create new roles by selecting Create New Roles in the top-right corner of the Roles screen:



Selecting “Distribute this role downstream” and then selecting Accounts will allow Accounts boarded under this Organization to also use this User Role. Once the user has finished adding permissions for the Role select Save New Role at the bottom of the page:



When finished select Save New Role at the bottom of the New Role page. 

The newly created role can be viewed, edited or deleted from the Roles menu:



Now, upon inviting a new user, this role will be available on the Invite User screen:



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article