Ivy Dashboard

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 so on.

Team Member Access

The Merchant Dashboard provides a robust system for managing user roles and permissions. Each user within a merchant is assigned a role, which determines their level of access and the actions they can perform.

There are four user roles in the Merchant Dashboard:

Owner
Administrator
Editor
Viewer

Each role has specific permissions, as detailed below:

Owner

Owners have the highest level of access.

They can	They cannot
View all the merchant-related data	Demote themselves
Send invites with all roles	Demote an Admin
Promote people to all roles
Demote people to all roles (except demoting another Owner)
Execute a refund

Administrator

Administrators have the second highest level of access.

They can	They cannot
View all the merchant-related data	Demote themselves
Send invites with roles up to Admin	Demote an Owner or another Admin
Promote people up to Admin
Demote people from Editor to Viewer
Execute a refund

Editor

Editors have limited access.

They can	They cannot
View all the merchant-related data	Demote anyone
Execute a refund	Promote anyone
	Send invites

Viewer

Viewers have the least access.

They can	They cannot
View all the merchant related data	Demote anyone
	Promote anyone
	Send invites
	Execute a refund

FAQ

Frequently asked questions.

1. Test Mode

Test Mode allows you to simulate transactions and test integrations without processing real payments. In Test Mode:

All transactions are fictitious and do not involve actual funds.
You can verify your API integration, webhooks, and flows before going live.
Easily toggle between Test Mode and Live Mode from your dashboard.

2. API Keys

API Keys are used to authenticate requests made from your application to Ivy's system.

Test API Keys: Use these for testing in the sandbox environment.
Live API Keys: Use these in production for processing actual transactions.
Keep your API keys secure and rotate them periodically for enhanced security. You can manage API keys directly in the dashboard under the "API Settings" section.

3. Members

The Members section allows you to manage user access to your Ivy Dashboard:

Invite Team Members: Grant access to your team members and assign roles such as Admin, Developer, or Viewer.
Role-Based Permissions: Control what features and information each team member can access.
Audit Logs: Track member activities for enhanced security and compliance.

4. Markets

The Markets feature enables you to manage and customize your payment processes for specific geographical regions:

Add and configure the markets in which you operate.
Set currency preferences and regional tax settings.
Enable or disable payment methods based on local requirements.

5. Webhooks

Webhooks allow you to receive real-time updates about important events, such as:

Payment status changes (e.g., success, failure, refund).
Mandate setup progress.
Subscription updates.
Easily register webhook endpoints in the dashboard and customize which events to listen to.

6. Downloading Reports

The Ivy Dashboard provides comprehensive reports for reconciliation and analytics:

Access reports on payments, payouts, refunds, and orders.
Download reports in various formats (CSV, Excel, etc.) for offline use.

7. Filtering

The filtering feature helps you quickly find relevant data in your dashboard:

Filter transactions, payouts, or refunds by date, status, payment method, or market.
Save commonly used filters for quicker access.
Combine multiple filters to refine your search results.

Would you like to expand on any of these sections or add specific tips for using these features?