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.

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.

Available Roles

1

Owner

The highest level role with complete access control.
2

Administrator

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

Editor

Perfect for developers and technical team members who need to manage the full integration, including API keys, 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.

Role Permissions

Dashboard Features