We’re always looking for ways to make working with ConnectPay simpler for your team.
Additionally, we’re happy to introduce the ConnectPay BaaS dashboard.
Dashboard overview
You can track every customer you refer to ConnectPay in one place.
From the first ID check to a live client, all data is visible.
Additionally, this dashboard offers a ready-made back office for onboarding.
Thus your team can find answers in minutes without emailing Support or building its own tools.
The dashboard has four tabs:
- ID Verifications: every identity check, its result, the decline reason and whether the customer can retry.
- Personal Applications: applications from individuals, with their status and submitted details.
- Business Applications: applications from companies, with their status and full company details.
- Clients: every live client and whether it is enabled.
Additionally, each tab works the same way: filter the list, open a record, and see the full details.
You can search by your own reference numbers, so results match your systems, and filter by status, country and date.
The dashboard helps you compare results across filters.
How to get access
Your Master Authorized Representative (MAR) should send an access request to [email protected]. You’ll find the request template and the information we need in our documentation. We usually set up access within one business day and send invitations to your users.
For security, login requires two-factor authentication, and access is limited to whitelisted IP addresses, with two user roles available: Partner Admin and Viewer.
Additionally, Once access is set up, you can sign in here on the dashboard.
- Production: https://dashboard.connectpay.com/sign-in
- Stage: https://dashboard.connectpay-stage.com/sign-in
What’s coming next?
This dashboard currently covers viewing and searching.
Additionally, we’ll keep developing it based on partner feedback.
Please share with your Account Manager what would help your team most.
If you have any questions or need help getting started, contact your Account Manager or our technical support team at [email protected].