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Overview

The Ivy Dashboard is the user interface that lets you manage and configure your account. Use it to navigate to account resources, invite team members, configure your integration, and monitor your transactions.

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Role Management

The Merchant Dashboard provides a robust system for managing user roles and permissions. Each user is assigned one of four roles that determine their access level and permissions.

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Available Roles

1

Owner

The highest level role with complete access control.
2

Admin

Senior management role that can manage team members, API keys and operations, but cannot override Owners or remove other Admins.
3

Editor

Perfect for developers and technical team members who need to manage the full integration, including webhooks, and technical configuration.
4

Operator

Ideal for customer support or operations teams who need to process refunds and test payment flows but shouldn’t have access to sensitive integration settings.
5

Viewer

Basic role with data viewing access only.

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Role Permissions

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Capabilities
list
  • View all merchant-related data
  • Send invites with all roles
  • Promote people to all roles
  • Demote people to all roles (except other Owners)
  • Remove users (including Admins)
  • Execute refunds
  • Manage API keys (create, roll, revoke, delete)
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Restrictions
list
  • Cannot demote themselves
  • Cannot remove the last Owner
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Capabilities
list
  • View all merchant-related data
  • Send invites with roles up to Admin
  • Promote people up to Admin
  • Demote people from Editor to Viewer
  • Execute refunds
  • Manage API keys (create, roll, revoke, delete)
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Restrictions
list
  • Cannot demote themselves
  • Cannot demote an Owner or another Admin
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Capabilities
list
  • View all merchant-related data
  • Execute refunds
  • Configure webhook subscriptions
  • Send test webhooks
  • Access integration settings
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Restrictions
list
  • Cannot demote anyone
  • Cannot promote anyone
  • Cannot send invites
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Capabilities
list
  • View all merchant-related data
  • Execute refunds
  • Simulate test payments and refunds
​
Restrictions
list
  • Cannot demote anyone
  • Cannot promote anyone
  • Cannot send invites
​
Capabilities
list
  • View all merchant-related data
​
Restrictions
list
  • Cannot demote anyone
  • Cannot promote anyone
  • Cannot send invites
  • Cannot execute refunds

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Dashboard Features

Test Mode provides a safe environment to simulate transactions and test integrations without processing real payments.
  • All transactions are fictitious and do not involve actual funds
  • Verify API integration, webhooks, and flows before going live
  • Toggle easily between Test Mode and Live Mode from your dashboard
Keep your API keys secure and rotate them periodically for enhanced security.
  • Test API Keys: For testing in the sandbox environment
  • Live API Keys: For production use and processing actual transactions
  • Manage keys directly under “API Settings” section
  • Only Owners and Admins can create, roll, revoke, or delete API keys
Key features for managing team access:
  • Invite Team Members: Grant role-based access to team members
  • Role-Based Permissions: Control feature and information access
  • Audit Logs: Track member activities for security
Customize payment processes by region:
  • Add and configure operating markets
  • Set currency preferences and tax settings
  • Enable/disable payment methods per region
Receive real-time event updates for:
  • Payment status changes
  • Mandate setup progress
  • Subscription updates
  • Easy endpoint registration and event customization
Access comprehensive data for analysis:
  • View payments, payouts, refunds, and orders
  • Download in multiple formats (CSV, Excel)
  • Track transaction history
Efficiently find and organize data:
  • Filter by date, status, payment method, or market
  • Save frequently used filters
  • Combine filters for precise results