New Dashboard
Who is this for - Everyone
Outcome - Full and quick guide for the new Paymob dashboard
Last Updated Date - June 1, 2026
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.
Home Page
The Home section provides a high-level summary of your business performance.
Filters
- Time period
- Channels (Online, POS, Paymob App)
- Currency
Performance Comparison
- Total Sales (Current vs Previous)
- Net Sales (Current vs Previous)
- Terminals Revenue (Current vs Previous)
- Payment Methods Usage
Insights & Highlights
- Top Failure Reasons
- Performance Highlights
Transactions
The Transactions section allows you to view and manage all transactions.
Summary View
Provides a quick overview of:
- Total Sales
- Total Transactions
- Refunded Transactions
Actions
Depending on the transaction status and type, you can:
- Refund
- Void
- Capture
Filters
- Time period
- Status (Success, Pending, Declined
- Currency
- Payment Method (Cards, Mobile Wallets, Valu, etc.)
- Transaction Type (3D Secure, Capture, Void, Refund, etc.)
- Channels (Online, POS, Paymob App)
- Transaction ID
- Order ID
- Terminal ID
- Integration ID
- Merchant Order ID
- Phone Number
- Fingerprint (unique card identifier across the merchant account)
Transaction Details
Selecting a transaction opens a detailed view with:
- Details (Transaction & Order information)
- Payment Method
- Transaction Breakdown (amount details)
- Customer (customer information)
Orders
The Orders section displays all created orders.
Filters
- Time period
- Status (Paid, Unpaid)
- Currency
- Split Payments
- Order ID
- Merchant Order ID
- Order URL
- Created By
- Phone Number
- Last four digits of the card
Order Details
Selecting an order opens its full details view. If the order is paid, the Shipping and Client details will appear.
Actions
Delete Order: Hides the order from the dashboard (does not delete it from the system)
Quick Links
The Quick Links section allows you to manage payment links.
Filters
- Time period
- Status (Paid, Unpaid, Canceled)
- Currency
- Merchant Payment Link ID
- Payment Link URL
- Phone Number
Quick Link Details
Selecting a link shows its full details.
Actions
- Cancel
- Share
For a detailed overview, refer to the Quick Links page.
Settings
The Settings section allows you to manage your account configuration.
Business Profile
Business Info
- Update business name, account type, sector, and industry
- Upload and manage business logo
Social Media
- Add and manage social media links
Profile Details
Contact Info
- Manage phone numbers
Account Information
- View account details
- Change password
Checkout Customization
From the Merchant Dashboard, you can fully personalize the checkout experience to align with your brand and business needs.
Branding
- Add your business logo and details
- Customize brand colors
- Select fonts that match your brand identity
- Choose button styles (Rounded or Rectangular)
Payment
- 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
- Show a custom thank-you message
- Customize the post-payment redirection flow
Notes:
- Changes will only take effect after you click "Apply changes".
- If you wish to revert to the default settings provided by Paymob, click "Reset".
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
Make sure that you have selected the desired mode (live/test)
API Keys
Access and manage your credentials:
- Secret Key
- Public Key
- API Key
- HMAC Secret
Users & Permissions
The Users & Permissions section allows you to define roles, control access levels, and add sub-users to your account.
Roles
The system has the following roles, and you can edit them or add your own custom roles.
Admin | Manages daily operations, including orders, products, payments, and staff access. |
Owner | Full access to manage the account, payments, integrations, team, and security settings. |
Developer | Manages payment integrations, API keys, and iframes. |
Finance | View-only access to orders, transactions, payment links, and transfers. |
Operations | Manages orders, products, transactions, payment links, payment actions (capture, refund, void), payment integrations, and transfers. |
Sales | View-only access to orders, products, iframes, payment links, transactions, payment integrations, and transfers. |
Actions
- Add role
- Update Role permissions
Users
You can filter and manage the users
Filters
- Name
- Phone Number
- Email
- Role
- Status (Active, Pending, and Expired)
Actions
- Invite Member
- Update role
- Delete user
On this page
- New Dashboard