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
FAQโ
Can multiple people access the dashboard?
Yes, invite team members and assign appropriate roles and permissions.
Is there a mobile app?
Yes, Omise has mobile apps for iOS and Android with core dashboard features.
Can I customize the dashboard?
Dashboard layout is standardized, but you can customize reports and notifications.
How often is data updated?
Real-time. Transactions appear immediately after processing.
Can I delete transactions?
No, transactions cannot be deleted for audit compliance. They can only be refunded.
What's the difference between test and live mode?
Test mode uses test data and keys for safe testing. Live mode processes real payments.
Can I export all my data?
Yes, use export features or API for bulk data access.
How long is data retained?
Transaction data is retained indefinitely. Export important data regularly.
Can I access the dashboard via API?
Some dashboard data is accessible via API. Check API documentation.
Who can see sensitive data?
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.