Dashboard Overview
The Omise Dashboard is your central hub for managing payments, viewing transactions, creating refunds, and monitoring your business without writing code.
Accessing the Dashboardโ
Dashboard URL: https://dashboard.omise.co
Login Requirements:
- Registered Omise account
- Verified email address
- Strong password
- Two-factor authentication (recommended)
Dashboard Layoutโ
Main Navigationโ
Left Sidebar:
โโโ Home (Overview)
โโโ Payments
โ โโโ Charges
โ โโโ Refunds
โ โโโ Disputes
โ โโโ Payment Links
โโโ Customers
โโโ Reports
โโโ Settings
โ โโโ Account
โ โโโ Keys
โ โโโ Webhooks
โ โโโ Payment Methods
โ โโโ Team
โโโ Support
Top Barโ
Components:
- Search (transactions, customers)
- Test/Live mode toggle
- Notifications
- Account menu
- Help/Support
Screenshot description: Dashboard homepage showing left sidebar navigation, top bar with mode toggle, and main content area displaying transaction overview and charts.
Key Featuresโ
1. Payment Managementโ
Capabilities:
- View all transactions
- Search and filter payments
- View payment details
- Download transaction data
- Track payment status
- Monitor failed payments
Quick Actions:
- Refund payments
- Capture authorized charges
- View customer details
- Export transaction list
- Create payment links
2. Real-Time Monitoringโ
Live Dashboard:
Today's Overview:
- Total transactions
- Successful payments
- Failed payments
- Total revenue
- Average transaction value
Charts and Graphs:
- Transaction volume over time
- Success rate trends
- Payment method breakdown
- Revenue by period
- Geographic distribution
Screenshot description: Dashboard home showing key metrics cards (transactions, revenue, success rate) and line chart displaying transaction trends over the past 30 days.
3. Customer Managementโ
Customer Features:
- View customer list
- Search customers
- Customer transaction history
- Saved payment methods
- Customer metadata
- Export customer data
4. Financial Reportsโ
Available Reports:
- Transaction reports
- Settlement reports
- Refund reports
- Payout reports
- Fee reports
- Tax reports
Report Formats:
- CSV export
- Excel export
- PDF summary
- API access
5. Team Managementโ
Team Features:
- Invite team members
- Assign roles and permissions
- Manage user access
- Audit logs
- Activity tracking
- SSO integration (Enterprise)
Test vs Live Modeโ
Test Modeโ
Purpose:
- Safe testing environment
- No real charges
- Test all features
- Develop integrations
- Train team members
Test Mode Indicator:
Orange banner: "TEST MODE"
All data is test data
Use test API keys
Test cards accepted
No real money processed
Screenshot description: Dashboard with prominent orange "TEST MODE" banner at top, showing test transactions with "test" prefix in transaction IDs.
Live Modeโ
Purpose:
- Production environment
- Real transactions
- Actual customer payments
- Real money processing
- Business operations
Live Mode Indicator:
No banner (clean interface)
Real transaction data
Live API keys required
Real payment methods
Actual settlements
Switching Modes:
Top bar toggle:
[TEST MODE] โท [LIVE MODE]
Data is separate:
- Test data only in test mode
- Live data only in live mode
- No data mixing
Quick Start Guideโ
First Time Setupโ
Step 1: Complete Profile
Settings โ Account
โ Business information
โ Contact details
โ Bank account for settlements
โ Tax information
Step 2: Verify Business
Settings โ Verification
โ Upload documents
โ Verify email
โ Verify phone
โ Wait for approval (1-3 days)
Step 3: Enable Payment Methods
Settings โ Payment Methods
โ Select methods to enable
โ Configure settings
โ Accept terms
โ Submit for activation
Step 4: Get API Keys
Settings โ Keys
โ Copy public key
โ Copy secret key
โ Store securely
โ Use in integration
Step 5: Test Integration
Toggle to Test Mode
โ Make test transactions
โ Verify webhook delivery
โ Test refund process
โ Review reports
Step 6: Go Live
Toggle to Live Mode
โ Use live API keys
โ Monitor first transactions
โ Verify settlements
โ Customer support ready
Dashboard Sectionsโ
Home/Overviewโ
Displays:
- Today's metrics
- Recent transactions
- Payment method breakdown
- Success rate statistics
- Quick action buttons
- Important notifications
Useful For:
- Daily monitoring
- Quick health check
- Identifying issues
- Accessing common tasks
Screenshot description: Dashboard overview page showing metric cards, recent transactions table, payment methods pie chart, and quick action buttons.
Payments Sectionโ
Charges:
- All payment transactions
- Filter and search
- Status indicators
- Payment details
- Quick refund access
Refunds:
- All refund transactions
- Refund history
- Status tracking
- Related charges
- Refund reports
Disputes:
- Chargeback cases
- Dispute status
- Evidence upload
- Response deadlines
- Resolution tracking
Payment Links:
- Active links
- Link performance
- Payment history
- QR code downloads
- Link management
Customers Sectionโ
Customer List:
Display:
- Customer name/email
- Total transactions
- Total spent
- Last transaction date
- Saved cards count
Customer Details:
View:
- Contact information
- Transaction history
- Payment methods
- Metadata
- Activity log
Reports Sectionโ
Transaction Reports:
Parameters:
- Date range
- Payment method
- Status (success/failed)
- Amount range
- Custom filters
Export: CSV, Excel, PDF
Financial Reports:
Available:
- Daily summaries
- Monthly statements
- Settlement reports
- Fee breakdowns
- Tax reports
Settings Sectionโ
Account Settings:
Manage:
- Business details
- Contact information
- Bank accounts
- Tax information
- Notification preferences
API Keys:
View/Manage:
- Test keys
- Live keys
- Key rotation
- Usage statistics
Webhooks:
Configure:
- Endpoint URLs
- Event selection
- Test webhooks
- Delivery logs
- Retry settings
Payment Methods:
Enable/Configure:
- Credit cards
- Bank transfers
- E-wallets
- Installments
- Method settings
Team Management:
Manage:
- Team members
- Roles and permissions
- Access levels
- Activity logs
Search and Filtersโ
Global Searchโ
Search by:
- Charge ID
- Customer email
- Customer name
- Amount
- Card last 4 digits
- Reference number
Search Tips:
โ Use charge ID for exact match
โ Email search is case-insensitive
โ Amount search in smallest unit
โ Card search uses last 4 digits
โ Use quotes for exact phrases
Advanced Filtersโ
Filter Options:
Date Range:
- Today
- Yesterday
- Last 7 days
- Last 30 days
- Custom range
Status:
- Successful
- Failed
- Pending
- Refunded
Payment Method:
- Card
- Internet Banking
- E-Wallet
- Installment
Amount:
- Min amount
- Max amount
- Exact amount
Currency:
- THB
- USD
- Others
Combining Filters:
Example: Successful card payments over THB 1,000 in last 7 days
- Status: Successful
- Method: Card
- Amount: Min 100000 (satangs)
- Date: Last 7 days
Notificationsโ
Types of Notificationsโ
Payment Notifications:
- Successful payment
- Failed payment
- Refund processed
- Dispute filed
- Settlement completed
System Notifications:
- API key expiring
- Webhook failures
- Service updates
- Scheduled maintenance
- Security alerts
Account Notifications:
- Verification status
- Document requests
- Policy updates
- Feature announcements
Notification Preferencesโ
Settings โ Notifications
Configure:
โ Email notifications
โ SMS alerts (optional)
โ Dashboard notifications
โ Webhook events
โ Frequency settings
Export Dataโ
Export Optionsโ
Transaction Export:
Format: CSV, Excel
Includes:
- Transaction ID
- Date/Time
- Amount
- Currency
- Status
- Payment method
- Customer email
- Metadata
Customer Export:
Format: CSV, Excel
Includes:
- Customer ID
- Name
- Email
- Total transactions
- Total amount
- Registration date
Report Export:
Format: CSV, Excel, PDF
Includes:
- Summary statistics
- Detailed transactions
- Fee breakdown
- Net amounts
- Settlement info
Export Process:
1. Select date range
2. Apply filters
3. Click "Export"
4. Choose format
5. Download file
Large exports:
- Email delivery
- Processing notification
- Download link expires in 7 days
Mobile Dashboardโ
Mobile Access:
Mobile Web:
โ Responsive design
โ Touch-optimized
โ Core features available
โ Quick actions
โ View transactions
โ Process refunds
Limited Features:
โ Complex reports
โ Bulk operations
โ Detailed analytics
(Use desktop for full features)
Mobile App:
Available: iOS and Android
Features:
โ Transaction monitoring
โ Payment notifications
โ Quick refunds
โ Customer lookup
โ Basic reports
Security Featuresโ
Account Securityโ
Authentication:
โ Strong password required
โ Two-factor authentication (2FA)
โ Biometric login (mobile)
โ Session timeout
โ Device recognition
Access Control:
โ Role-based permissions
โ IP whitelist (Enterprise)
โ SSO integration (Enterprise)
โ Audit logs
โ Activity monitoring
Data Protectionโ
โ Encrypted connections (SSL/TLS)
โ Encrypted data storage
โ PCI-DSS Level 1 compliant
โ Regular security audits
โ Data residency options
Best Practicesโ
Daily Operationsโ
โ Check dashboard daily
โ Monitor success rates
โ Review failed payments
โ Respond to disputes quickly
โ Verify settlements
โ Update customer info
Securityโ
โ Use strong, unique password
โ Enable 2FA
โ Don't share login credentials
โ Review team access regularly
โ Monitor activity logs
โ Keep contact info updated
Performanceโ
โ Use filters for large datasets
โ Export data for analysis
โ Schedule report generation
โ Archive old transactions
โ Optimize webhook endpoints
Frequently Asked Questionsโ
Q: Can multiple people access the dashboard?
A: Yes, invite team members and assign appropriate roles and permissions.
Q: Is there a mobile app?
A: Yes, Omise has mobile apps for iOS and Android with core dashboard features.
Q: Can I customize the dashboard?
A: Dashboard layout is standardized, but you can customize reports and notifications.
Q: How often is data updated?
A: Real-time. Transactions appear immediately after processing.
Q: Can I delete transactions?
A: No, transactions cannot be deleted for audit compliance. They can only be refunded.
Q: What's the difference between test and live mode?
A: Test mode uses test data and keys for safe testing. Live mode processes real payments.
Q: Can I export all my data?
A: Yes, use export features or API for bulk data access.
Q: How long is data retained?
A: Transaction data is retained indefinitely. Export important data regularly.
Q: Can I access the dashboard via API?
A: Some dashboard data is accessible via API. Check API documentation.
Q: Who can see sensitive data?
A: Access is role-based. Assign minimum necessary permissions to team members.
Next Stepsโ
- Managing Payments - Payment management guide
- Creating Refunds - Refund processing
- Viewing Reports - Reports and analytics
- Team Management - Team administration
Additional Resourcesโ
Need help? Contact support@omise.co or use in-dashboard chat.