Using the dashboard
What your team can see and do in the RazPay dashboard.
Everyone in your organisation can view; actions that move money or change settings need the admin role.
| Page | What’s there |
|---|---|
| Overview | Collected, paid out and net totals; account balances; daily charts; recent activity. |
| Transactions | The full ledger. Filter by type, status and project; open a row for its details and refund history. Admins can Refund a payment and Message payer. |
| Payouts | Payouts and refunds, with your balances. Admins can Send payout. |
| Invoices | Every invoice and its status. Admins can create and cancel them. |
| Pre-approvals | Customers’ standing approvals. Admins can cancel them. |
| Payment Methods | Which providers are connected and what each can do right now. |
| Provider accounts | Under Organization: connect, verify, update and disconnect your MTN MoMo Collection and Disbursement accounts, plus the callback host and server IP to register with MTN. Admins only can change them. See MTN MoMo. |
| Organization | Your team: invite people, set their role, remove them. If you belong to several organisations, switch between them at the top of the sidebar. |
| Projects | API keys and their permissions, payment settings, providers and the webhook endpoint. |
| Playground | Send real requests to the API with a project’s key and inspect the responses. |
Project payment settings
| Setting | Effect |
|---|---|
| Check wallets before collecting | Rejects a payment request straight away if the number isn’t an active wallet. |
| Maximum single payout | Payouts above this are rejected. |
| Daily payout limit | Payouts that would take the day’s pending and successful total over this are rejected. |
Payouts, refunds, invoices created from the dashboard, cancellations, settings changes and provider account changes (connect, verify, disconnect; never the keys themselves) are recorded in your organisation’s audit log with who made them.
Sign-up is by invitation: an admin of your organisation invites each person, who joins through the link in the email.