Basics
Dashboard
Learn the basics of the Ivy Dashboard.
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
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.
Role Permissions
Owner Permissions
Owner Permissions
- 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)
- Cannot demote themselves
- Cannot remove the last Owner
Admin Permissions
Admin Permissions
Editor Permissions
Editor Permissions
Operator Permissions
Operator Permissions
Dashboard Features
Test Mode
Test Mode
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
API Keys
API Keys
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
Members
Members
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
Markets
Markets
Customize payment processes by region:
- Add and configure operating markets
- Set currency preferences and tax settings
- Enable/disable payment methods per region
Webhooks
Webhooks
Receive real-time event updates for:
- Payment status changes
- Mandate setup progress
- Subscription updates
- Easy endpoint registration and event customization
Reports
Reports
Access comprehensive data for analysis:
- View payments, payouts, refunds, and orders
- Download in multiple formats (CSV, Excel)
- Track transaction history
Filtering
Filtering
Efficiently find and organize data:
- Filter by date, status, payment method, or market
- Save frequently used filters
- Combine filters for precise results