What you can do in Dashboard
Insights
Track key payment metrics including authorizations and authentication outcomes.
Flow
Create no-code rules to route and optimize checkout and transaction behavior.
Reports
Build exports and recurring reports for reconciliation and analysis.
Settlement reports
Configure settlement ingestion and reconcile provider-level payout data.
Roles and permissions
Assign access by role and apply least-privilege controls across teams.
SSO
Set up identity provider login for secure team access.
Recommended setup path
- Start with Insights to baseline your current authorization and 3DS performance.
- Configure Flow rules to optimize routing, retries, and transaction handling.
- Set up Reports and Settlement reports for finance and operations workflows.
- Apply Roles and permissions, then configure SSO for secure access.