Dashboard tour
Navigating the Dashboard
Keep this printable overview handy as you show teammates around the LakiPay interface. It highlights the most-used sections for ops, finance, and engineering teams.
Home Dashboard Overview
- Track live transaction volume, settlement status, and quick shortcuts.
- Configure the widgets you need most (wallet balance, dispute alerts, settlement queue).
Security & Access
- Manage user roles via Settings → Users & Access.
- Enable MFA, IP restrictions, and set permission scopes.
Payments & Refunds
- View every payment’s status, message customers, and initiate refunds.
- Filter by date, provider, settlement state, or channel.
Reporting & Analytics
- Download transaction CSV/PDF reports, wallet statements, and settlement history.
- Schedule recurring exports to your finance inbox.
Settings & Integrations
- Access API keys, webhook configuration, receipt branding, and payment method toggles.
- Use sandbox/production environment toggles to test before launch.