Get around the portal
Learn the layout of the CSIPay portal: the left navigation sidebar, the Quick Access dashboard, and where to find help.
01Your dashboard
After you log in, the dashboard is your starting point for navigation and everyday tasks.
It has three areas:
| Area | Where it is | What it's for |
|---|---|---|
| Left navigation sidebar | Left side, on every page | Search, Dashboard, the Payments, Management, and Admin menus, Users, and Roles & Permissions, with the Accessing selector at the bottom. |
| Quick Access | Center of the dashboard | Shortcut cards for the tools you use most. |
| Resources & Support | Right side of the dashboard | Links to the Knowledge Base, Partner Resources, API Documentation, and Contact Support. |
02Your name and account details
The top-right corner of the header shows who you're signed in as and your time zone.
Select your name to open the account menu. It shows the email address you're signed in with, a link to User Settings, and Logout.
03The left navigation sidebar
The sidebar stays available throughout the portal. Payments, Management, and Admin are menus: select one to show its pages, and select it again to close it.
| Item | What you'll find |
|---|---|
| Search | At the top of the sidebar, with its keyboard shortcut. See Search the portal. |
| Dashboard | Your starting point, with Quick Access and Resources & Support. |
| Payments | Payment History and Disputes. See View payment history and Manage and respond to disputes. |
| Management | Merchant Onboarding, Merchant Accounts, Partner Accounts, Invoices, and Statistics. See Find and view a merchant. |
| Admin | Reports, Payout Schedule, Payouts, Balance Details, Risk, and Policies. See Find, run, and download a report. |
| Users | View, add, edit, or invite users. See Invite a new user. |
| Roles & Permissions | Define roles and manage access levels. See Add a new role and permissions. |
| Accessing | At the bottom of the sidebar. Shows the partner or merchant account you're working in. See Switch between accounts. |
04Quick Access
Shortcut cards on the dashboard for the tools you use most.
| Card | What it's for |
|---|---|
| Payout Schedules | Configure recurring payout schedules. |
| Payouts | Process and track outgoing payments. |
| Reports | View transactions and financial reports. |
| Balance Details | Explore detailed insights into your financial data. |
| Users | Manage users, roles, and permissions. |
| Merchants | Onboard and manage merchant accounts. |
| Risk Management | Review flagged transactions and risk rules. |
| Disputes | Review and manage disputed transactions. |
05Resources & Support
Help and reference material, on the right side of the dashboard.
| Card | What it's for |
|---|---|
| Knowledge Base | Browse payment guides, education, and helpful resources. |
| Partner Resources | Access CSIPay partner materials, guides, and enablement resources. |
| API Documentation | View the API reference, integration guides, and technical documentation. |
| Contact Support | Get help with CSIPay, payments, or account questions. |
06Users and Roles & Permissions
Two pages in the sidebar for managing who has access, and what they can do.
Users lists everyone with access, with tabs for Active Users and Pending Invites. Select Invite New User to add someone. See Invite a new user.
Roles & Permissions lists your roles, with tabs for Active Roles and Disabled Roles. Select Create New Role to add one. See Add a new role and permissions.
Related guides
Your Partner Relationship Manager and our support team can point you to the right place.