Dashboard Navigation
Get a quick overview of how to navigate the Merchant Dashboard through its main sections.
Main navigation sections
The Merchant Dashboard, as pictured below, has 3 main navigation sections:
Main menu
Top bar
Transactions list
1. Main Menu
This section displays the main functionalities of the dashboard:
Transactions: Payins transactions listing and detailed view. Refunds for paid transactions can be performed through this page.
Refunds: Refunds listing and detail view. To create a new refund, search for the transaction to be refunded in the Transactions page.
Chargebacks: Displays the chargeback notifications received by dLocal, along with chargeback details and statuses. Chargebacks can be disputed from this page.
Payouts: Main section for payouts. There are 3 sub-pages:
a. Payouts list: Displays all the payouts instructions received by dLocal.
b. On-hold payouts: Allows you to review and process on-hold payouts.
c. Batch uploads: Lists all the batch file uploads and the results of each upload.
Balance: Displays the available balance.
Issuing: Main section for Issuing. There are 5 sub.pages: a. Cardholders: displays all the cardholders of the merchant account, b. Batch Transfers: allows you to send disbursements to cards vía .csv. c. Batch Uploads: list all the batch files uploads and the results of each upload. d. Transfers: displays all the disbursements made by the merchant to the cardholders. e. Transactions: list all the cardholder's transactions.
Settings: Allows users to configure their dLocal account: a.General settings: Allows configuring the general account settings (e.g. contact emails, company details). b. Bank Settings: Allows configuring the destination accounts for funds withdrawals along with automatic withdrawal instructions. c. Integration settings: Allows developers to review and configure the integration details. Users & permissions: Allows creating and managing the dashboard user accounts.
2. Top bar
On the top bar you can see information related to the merchant and user account.
Selected account: Drop Down allows you to switch among enabled accounts.
Active user: email address from the active user is displayed.
Profile: active user profile.
‘Logout’ button: which uncovers by clicking on on the menu icon.
3. Transactions list
The transactions list section allows you to easily find and review all transactions.
Date selectors and query filters: filter transactions view by date and other queries ( find all searching and filtering details in Transactions section)
Transaction amount totals
List of transactions: list of individual transactions
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