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Dashboard Guide

The CryptoPay dashboard is your central hub for managing payments, viewing analytics, and configuring your account. This guide will walk you through all the features available.

Getting Started​

Accessing the Dashboard​

  1. Visit https://dashboard.cryptopay.com
  2. Log in with your merchant credentials
  3. You'll be taken to the main dashboard overview

Dashboard Overview​

The main dashboard provides a quick overview of your payment activity:

  • Total Revenue: Your total earnings across all blockchains
  • Recent Transactions: Latest payment activity
  • Payment Status: Breakdown of pending, confirmed, and failed payments
  • Popular Blockchains: Which networks your customers prefer

Managing Payment Orders​

Creating Payment Orders​

  1. Navigate to Payments > Create Order

  2. Fill in the required information:

    • Amount: Payment amount (e.g., 100.00)
    • Currency: Token symbol (USDC, ETH, etc.)
    • Blockchain: Select the blockchain network
    • Order Info: JSON with order details
    • Expiration: When the payment expires (optional)

  3. Click Create Order to generate the payment link

Viewing Payment Orders​

The Payments > Orders section shows all your payment orders:

  • Filter by Status: pending, confirmed, expired, failed
  • Filter by Blockchain: Ethereum, Base, Polygon, etc.
  • Search: Find specific orders by ID or amount
  • Export: Download payment data as CSV

Payment Order Details​

Click on any payment order to view detailed information:

  • Order Information: Amount, currency, blockchain
  • Payment Status: Current status and confirmations
  • Transaction Details: Hash, block number, gas fees
  • Customer Information: From address, payment time
  • Webhook Logs: Delivery status and responses

Wallet Address Management​

Adding Wallet Addresses​

  1. Go to Settings > Wallet Addresses
  2. Click Add New Address
  3. Select the blockchain network
  4. Enter your wallet address
  5. Set confirmation threshold (recommended: 12+ for production)
  6. Save the configuration

Confirmation Thresholds​

Set different confirmation requirements based on your risk tolerance:

  • 0 confirmations: Instant (testing only)
  • 1-3 confirmations: Low-value transactions
  • 6-12 confirmations: Standard transactions
  • 12+ confirmations: High-value transactions

Managing Multiple Addresses​

You can configure different wallet addresses for each blockchain:

  • Ethereum: Your ETH/ERC-20 receiving address
  • Base: Your Base network receiving address
  • Polygon: Your Polygon receiving address
  • BSC: Your Binance Smart Chain address

Webhook Configuration​

Setting Up Webhooks​

  1. Navigate to Settings > Webhooks

  2. Click Add Webhook Endpoint

  3. Enter your webhook URL (must be HTTPS)

  4. Select events to receive:

    • payment.pending: Payment detected
    • payment.confirmed: Payment confirmed
    • payment.failed: Payment failed
    • order.expired: Order expired

  5. Generate a webhook secret for signature verification

  6. Save the configuration

Testing Webhooks​

Use the webhook testing tool to verify your integration:

  1. Go to Settings > Webhooks
  2. Click Test next to your webhook endpoint
  3. Select an event type to test
  4. Review the delivery logs

Webhook Logs​

View detailed webhook delivery information:

  • Delivery Status: Success, failed, or pending retry
  • Response Code: HTTP status from your endpoint
  • Response Time: How long your endpoint took to respond
  • Retry Attempts: Number of delivery attempts
  • Error Messages: Details about failed deliveries

Analytics and Reporting​

Revenue Analytics​

The Analytics section provides insights into your payment performance:

  • Revenue Trends: Daily, weekly, monthly revenue charts
  • Blockchain Distribution: Which networks generate most revenue
  • Currency Breakdown: Popular tokens and amounts
  • Geographic Data: Customer locations (if available)

Transaction Reports​

Generate detailed reports for accounting and analysis:

  1. Go to Analytics > Reports

  2. Select date range

  3. Choose report type:

    • Transaction Summary: Overview of all transactions
    • Revenue Report: Detailed revenue breakdown
    • Failed Payments: Analysis of failed transactions
    • Blockchain Activity: Per-network statistics

  4. Export as CSV or PDF

Real-time Monitoring​

Monitor your payments in real-time:

  • Live Transaction Feed: See payments as they happen
  • Status Notifications: Get alerts for important events
  • Performance Metrics: API response times and success rates

Account Settings​

Profile Management​

Update your merchant profile:

  1. Go to Settings > Profile
  2. Update business information:
    • Shop Name: Your business name
    • Contact Email: Support email address
    • Website: Your business website
    • Description: Brief business description

API Key Management​

Manage your API keys securely:

  1. Navigate to Settings > API Keys
  2. View existing keys and their permissions
  3. Generate new keys for different environments
  4. Rotate keys regularly for security
  5. Revoke compromised keys immediately

Security Settings​

Enhance your account security:

  • Two-Factor Authentication: Enable 2FA for additional security
  • Login Notifications: Get alerts for new logins
  • Session Management: View and revoke active sessions
  • IP Whitelisting: Restrict API access to specific IPs

Notifications​

Email Notifications​

Configure email alerts for important events:

  1. Go to Settings > Notifications
  2. Enable notifications for:
    • Payment Confirmed: When payments are confirmed
    • High-Value Transactions: Payments above threshold
    • Failed Payments: When payments fail
    • System Alerts: Important system updates

In-Dashboard Notifications​

The dashboard shows real-time notifications for:

  • New payments received
  • Failed webhook deliveries
  • System maintenance announcements
  • Security alerts

Mobile Access​

Mobile-Responsive Design​

The dashboard is fully responsive and works on mobile devices:

  • Optimized Layout: Touch-friendly interface
  • Quick Actions: Easy access to common tasks
  • Real-time Updates: Live payment notifications
  • Offline Support: View cached data when offline

Mobile App (Coming Soon)​

We're developing a dedicated mobile app with features like:

  • Push notifications for payments
  • Quick payment link generation
  • Mobile-optimized analytics
  • Biometric authentication

Troubleshooting​

Common Issues​

Payment Not Detected

  • Check if the correct amount was sent
  • Verify the receiving address is correct
  • Ensure the transaction has enough confirmations

Webhook Not Received

  • Verify your webhook URL is accessible
  • Check webhook signature verification
  • Review webhook logs for error details

API Key Issues

  • Ensure the API key is active
  • Check key permissions
  • Verify the key is for the correct environment

Getting Help​

If you need assistance:

  1. Help Center: Search our knowledge base
  2. Live Chat: Available 24/7 for urgent issues
  3. Email Support: support@cryptopay.com
  4. Community Forum: Connect with other merchants
  5. Video Tutorials: Step-by-step guides

Support Tickets​

Create support tickets for complex issues:

  1. Go to Help > Support
  2. Describe your issue in detail
  3. Include relevant transaction IDs or error messages
  4. Attach screenshots if helpful
  5. Set priority level

Best Practices​

Dashboard Usage​

  • Regular Monitoring: Check your dashboard daily
  • Set Up Alerts: Configure notifications for important events
  • Review Analytics: Use data to optimize your payment flow
  • Keep Information Updated: Maintain current contact details

Security​

  • Use Strong Passwords: Enable 2FA for additional security
  • Regular Key Rotation: Update API keys every 90 days
  • Monitor Access: Review login logs regularly
  • Secure Webhooks: Always verify webhook signatures

Performance​

  • Optimize Confirmation Thresholds: Balance security and speed
  • Monitor Failed Payments: Investigate and resolve issues
  • Use Analytics: Identify trends and opportunities
  • Test Integrations: Regularly test your webhook endpoints

The dashboard is continuously updated with new features and improvements. Check the What's New section for the latest updates and feature announcements.