The Banked Dashboard is a platform that provides merchants with a complete view of their transactions and business operations. It offers powerful tools for managing payments, mandates, refunds, and team members, along with robust analytics and reporting capabilities.
Key features:
- Transaction Management: View and manage payments, mandates, and refunds in one place
- Advanced Filtering: Filter transactions by various criteria to find exactly what you need
- Export Capabilities: Generate detailed reports for payments, mandates, and refunds
- Search Functionality: Quickly locate specific transactions or team members
- Analytics: Gain insights into your business performance with visual analytics
- Team Management: Manage team members, their roles, and access levels
- Audit Trails: Track all actions performed in the dashboard for compliance and security
This guide provides a comprehensive overview to help you understand and effectively use the Banked Dashboard for your business operations, including:
Next Steps:
To get started with the Banked Dashboard, contact Banked Support who will help you set up your tenant and guide you through the initial configuration process. This includes:
- Setting up authentication (SSO OIDC and/or email/password)
- Configuring Multi-Factor Authentication (MFA) for enhanced security
- Setting up your team members and their roles
- Understanding the dashboard features and capabilities