Search the portal

Jump to any screen in the portal by name, from wherever you are.

Getting started › SearchAll portal users5 stepsVideo walkthrough

Walkthrough video: select play to watch Search the portal walkthrough video thumbnail

What you can do here

Open search from any page in the portal
Jump to a screen by picking it from the list or typing its name
Use the keyboard shortcut instead of the sidebar

01Open search

Search sits at the top of the left navigation sidebar and is available on every page, including the dashboard. It searches screens, so it is the quickest way to get to a page whose name you know.

Select Search

At the top of the left navigation sidebar, select Search. You can also press the keyboard shortcut shown next to it.

The top of the left navigation sidebar with Search and its keyboard shortcut above Dashboard — Search, at the top of the sidebar.

See the list of screens

A dialog opens with Type to search screens at the top and the screens you can open listed underneath, grouped by section: Dashboard first, then Payments, Admin, and the rest. Scroll the list to see them all.

The search dialog open over the dashboard, listing Dashboard, Payment History, Disputes, Reports, and Payout Schedule under their sections — The search dialog, listing screens by section.

02Jump to a screen

Pick from the list

Select a screen in the list to go straight to it.

Or type its name

Type the name of the screen you want, for example Payment History. The list narrows as you type. Select the screen in the results or press Enter to open it.

The search dialog with Payment History typed and a single matching result under Payments — The list narrows to the matching screen as you type.

Close without going anywhere

Select the X in the top right of the dialog.

What's in the list. Search shows the screens your account and role can open, so the list can differ between a partner login and a merchant login. If a screen you expect is missing, see Switch between accounts or ask your portal administrator.

Looking for a transaction, not a screen? Search finds screens. To find a payment, open Payment History and use its own search bar. See View payment history.

DashboardGet around the portalOpen guide Account switcherSwitch between accountsOpen guide Payment HistoryView payment historyOpen guide

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What you can do here

01Open search

Select Search

See the list of screens

02Jump to a screen

Pick from the list

Or type its name

Close without going anywhere

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