Dashboard

The SpherePay Dashboard is your operational control center for managing your SpherePay account. It’s where business and operations teams configure settings, monitor activity, and complete workflows that should not be embedded inside your product.

Why the Dashboard matters

Even if you integrate via API, the Dashboard is still important because it gives you:

• A reliable source of truth for what happened (status, timelines, and operational context)
• Operational control for teams who need to manage workflows without touching code
• Faster troubleshooting when a transfer is pending, delayed, or needs investigation

What you’ll use it for

Common Dashboard workflows include:

• Access & roles: ensure the right people can log in and administer your account
• Transfer operations: review activity, investigate issues, and manage day-to-day workflows
• Settings management: configure operational settings that affect your account behavior
• Settlement & reporting: understand when and how funds are credited to your destination accounts

Next steps

• Getting access
• Transfer management
• Settings management
• Settlement & reporting