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.
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.
Several pre-defined reports are available to download on the Finix Dashboard as a CSV file.
For more info, see Reports.
The landing page, or Home, of your Finix Dashboard provides a quick overview of how many payments you're processing.
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.
You can customize several attributes of the Finix Dashboard, including:
Customizing the Finix Dashboard provides your sellers with a branded user experience. For more info, see White Labeling and Customizing Finix Dashboards.