Viewing Your Dashboard

Dashboard layout

Your Dashboard has three main areas:

The sidebar is your primary navigation. It contains links to the features available under your account tier.

These items are always visible in the sidebar, regardless of which use case you have selected:

Item	Standalone	Centrally Managed	Description
Reason Codes & Lists	Available	No access	View reason codes and manage allow/deny lists.
Batch Jobs	Available	Available	Run and monitor bulk processing operations.
Reports	Available	Available	Generate and view reports.
Developer Workbench	Available	No access	Manage API keys, webhooks, and IP filtering.

After you select a use case from the use case selector dropdown, these items appear:

Item	Standalone	Centrally Managed	Description
Dashboard	Available	Available	Business and Operations dashboards for the use case.
Workflows	Full access	View only	View, create, and manage workflows for the use case.
Cases	Available	Available	View and manage fraud cases, including review queues.

Click Settings in the sidebar to access:

Item	Standalone	Centrally Managed	Description
Users	Available	Available	Manage users and roles for your account.
Document Verification	Available	Available	Configure DocV settings (when enabled).
Product Configuration	Available	View only	View or configure product settings.
Audit Logs	Available	Available	View the activity audit trail for your account.
Configurations	Available	No access	Manage tags, statuses, and queues.

The use case selector is a dropdown at the top of the sidebar. When you select a use case:

The Dashboard, Workflows, and Cases items appear in the sidebar, scoped to that use case.
Clicking Workflows shows only the workflows for the selected use case.
Clicking Cases shows the case queues for that use case.

If you have not selected a use case, only the global navigation items are visible.

The top bar contains:

Search — A global search field
Notifications — A bell icon that opens the notification drawer. A badge shows the unread count.
User menu — Your avatar. Click it to access Settings or Logout.

Click the bell icon in the app bar to open the notification drawer.

Filter by category — Use the filter controls at the top to narrow notifications by type.
Infinite scroll — Older notifications load as you scroll down.
Close — Click the X button or press Escape to dismiss the drawer.

Some features visible to your Channel Partner are not available in your client account:

Feature	Why it is hidden
Clients hub	The Clients hub is a Channel Partner management tool. You do not manage other client accounts.
Account switcher	Only Channel Partner users with the Account Switcher permission can switch between accounts.
Client View banner	This banner appears when your Channel Partner views your account. You do not see it during normal use.

Shortcut	Action
Shift+Ctrl+Arrow (Windows/Linux)	Collapse or expand the sidebar
Shift+Cmd+Arrow (macOS)	Collapse or expand the sidebar
Escape	Close the notification drawer

Issue	Cause	Resolution
A sidebar item is missing	Your tier or role does not include access to that feature.	Check your tier in Understanding Your Tier. Contact your Channel Partner if you need access.
Dashboard shows no data	You may not have selected a use case, or no data exists yet.	Select a use case from the use case selector dropdown.
Cannot access Settings	Your role may not include the required permission.	Contact your Channel Partner or an admin to review your role assignments.