Understanding Your Dashboard

Overview

Your dashboard provides a summary of account activity and quick access to common actions. It is the first page you see after logging in.

Quick Actions allow you to start common tasks:

Send Payment — create a new Simple Pay or Protected Pay
Request Payment — request a payment from a counterparty
Invite Payor or Payee — invite a new Business Contact
Add Team Member — invite someone from your organization to join your account

The To-Do section highlights transactions that need your attention. Each item shows a status badge and an action button:

Badge	Action	What It Means
To Accept	Accept	You received a payment invitation to review
To Approve	Approve	A payment needs your approval as the assigned manager
To Request	Request Release	Protected Pay is funded and you can request release
To Pay/Release	Pay Now or Release Funds	You need to fund a payment or release escrowed funds
To Resolve	Resolve	A dispute is open and needs resolution
To Payout	Initiate Payout	Funds are available to transfer to your bank account

Track outstanding invitations you have sent to counterparties and team members. You can resend, copy the invite link, or cancel pending invitations.

Displays your most recent payment activity. Click a transaction to view its details, or click View All to go to the Transactions page.

If you are still setting up your account, the dashboard shows a checklist to guide you through:

Once onboarding is complete, the dashboard may suggest connecting with counterparties by inviting your first Business Contact.