> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dollarpe.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Dashboard

> Manage customers, review KYC, and run transactions from a hosted operator portal with no code required.

The Client Dashboard is a hosted operator portal at `dashboard.dollarpe.xyz`. It gives your team visibility into customers and transactions without any API integration.

Access comes with your partner onboarding. Contact [support@dollarpe.xyz](mailto:support@dollarpe.xyz) if your team needs additional logins.

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## What you can do

### Customer management

View all customers created under your organization. Each row shows the customer's KYC status (`UNVERIFIED`, `PROCESSING`, `VERIFIED`, `FAILED`), so you can quickly see who needs attention.

Open any customer to see their full profile: personal details, KYC status, linked bank accounts, and transaction history.

### KYC review

When a customer's KYC resolves to `FAILED`, the dashboard shows the failure reason. This tells you whether the issue is recoverable (document quality, name mismatch) or terminal (fraud signal, sanctions hit).

For customers stuck in `PROCESSING` longer than expected, use the dashboard to identify them and escalate to DollarPe support with the customer ID.

### Transaction history

See all payin and payout orders across your customer base. Filter by status, date, or customer to find specific transactions. Each order shows its current status, amount, and failure reason if applicable.

### Manual operations

For low-volume or manual workflows, you can initiate payins and payouts directly from the dashboard without writing any API calls. Useful for:

* Testing flows before your API integration is live
* Handling edge cases outside your automated flow
* Operator-managed transactions for specific customers

## Limitations

The dashboard is built for operator use, not end-user access. Don't share dashboard credentials with your customers.

For programmatic access to the same data, use the API. All customer, bank, and transaction data in the dashboard is also available via the corresponding API endpoints.

Your white label branding (logo, colors) applies to the widget your users see, not to this operator portal.