Dashboard

Who is this for - Everyone

Outcome - Full and quick guide for the Paymob dashboard.

Overview

Our Dashboard allows you to monitor and analyze all payment activities from a single, centralized platform. You will have access to detailed payment histories, transaction insights, and comprehensive analytics to support leading informed business decisions.

Through the video below, we will guide you from the first steps of Signing Up until your full Account Creation.

Sign-up

Account Configuration

Manage and control your account’s core settings directly from the Settings tab, including:

Business Branding

• Update your business name, account type, sector, and industry
• Add and manage social media links
• Upload and manage your business logo

Contact Information

• Edit company name
• Manage phone numbers
• Update email addresses

Account Information

• Access integration credentials (Secret Key, Public Key, API Key, HMAC Secret)
• View account mode and status (Live / Test)

Notifications & Reports

• Enable or disable selected notification settings
• Control reporting and alert preferences

Checkout Customization

From the Merchant Dashboard, you can fully personalize the checkout experience to align with your brand and business needs.

Branding Customization

• Add your business logo and details
• Customize brand colors
• Select fonts that match your brand identity
• Choose button styles (Rounded or Rectangular)

Payment Experience

• Choose how payment methods are displayed (Tabs or List)
• Enable or disable specific payment methods
• Show or hide billing address fields
• Display purchased item details
• Enable the “Save Card” option
• Activate Split Payments and control the number of cards allowed
• Display Terms & Conditions link
• Enable or disable payment retries

Post-Payment Experience

• Show a custom thank-you message
• Customize the post-payment redirection flow

Payment Integrations

Manage all payment integrations from the Payment Integrations tab:

• Retrieve integration credentials based on selected mode (Live / Test)
• Add test integrations for payment methods:
  • Cards (MIGS)
  • Wallets
  • Kiosk payments
• Update callback URLs for each integration

Transactions Management

From the Transactions tab, you can monitor and manage all transaction activities:

• Filter transactions using:
  • Date range
  • Transaction ID
  • Order ID
  • Merchant Order ID
  • Transaction status
• Access full transaction details, including:
  • Transaction and order details
  • Shipping and billing information
  • Installment details (if applicable)
• Perform supported actions based on transaction status:
  • Refund
  • Void
  • Capture

Orders Management

Use the Orders tab to track and manage all orders efficiently:

• View orders by selected mode (Live / Test)
• Filter orders using:
  • Date range
  • Order ID
  • Merchant Order ID