Adding New Users
Sellers need to reach out to Finix to grant dashboard access to new users.
Service providers can reach out to their Finix point of contact or Finix Support to get new credentials created for their new users.
Updating Credentials
Reach out to your Finix point of contact or Finix Support to update or make changes to your dashboard credentials. Changes can include resetting your password or updating the email address.
Home Page
The landing page, or Home, of your Finix Dashboard provides a quick overview of how many payments you're processing.
Searching the Dashboard
You can use the search bar to look up the details of any id created under your account.
This includes the id of Transactions, Authorizations, Applications, Merchant Accounts, Identities, Subscription Billing, Payout Plans, Settlements, etc. Any id created under your account can be reviewed in your Finix Dashboard.
White Labeling and Customizing the Dashboard
You can customize the look the Finix Dashboard. Aspects of the dashboard you can change include:
- Colors
- Logo
- Subdomain
Customizing the Finix Dashboard provides your sellers with a branded user experience. For more info, see White Labeling and Customizing Finix Dashboards.
Dashboard Reports
Several pre-defined reports are available to download on the Finix Dashboard as a CSV file.
For more info, see Reports.