Dashboard User Guide

Your Chargeback email is the designated address for dispute notifications. Since chargebacks are time-sensitive and can be costly, a dedicated email address ensures these alerts never get buried in general inbox traffic.

Your Support email serves as an alternate contact if the chargeback email is unreachable. Both email addresses are required during registration.

How to Update Your Support or Chargeback Email Address

1. On your Monnify Dashboard menu, go to Settings
2. Under the Business Profile tab, select Business Contact.
3. Edit your support and/or chargeback email addresses
4. Click Save Changes.

From your dashboard, you can configure the system to send transaction receipts to customers, forward copies to your business email, and alert you when your wallet balance is low.

How to Set Up Automated Transaction Receipts

1. On your Monnify dashboard menu, click Settings.
2. Select the Preferences tab.
3. To automatically send receipts to customers after payment, toggle "Send transaction receipt to customer"
4. To receive a copy of every transaction notification, enter your preferred email under "Merchant transaction receipt email recipients".
5. Click Save Changes.

How to Enable Low Balance Alerts

This is especially important if you run automated payouts or API-based transfers, a depleted wallet means failed payouts.

1. On the same Preferences page, toggle "Enable low balance notification".
2. Set your minimum balance threshold. Once your wallet drops below that amount, Monnify will notify you immediately.

As your business scales, you'll need to bring team members onto your Monnify dashboard. Monnify lets you scope access control so that each user can see and do only what they are supposed to.

Roles vs. Permissions

Before setting up your team, it helps to understand how Monnify categorizes access:

1. Permission (Authority): The right to perform a single action, for example, "View Transactions" or "Initiate Transfers".
2. Role: The name of a collection of permissions, for example, Administrator or Customer Support Officer. Assigning a role to a team member automatically grants them every permission within it.

Monnify Default Roles

To save you time, Monnify includes three pre-built roles designed to cover most team structures:

1. Administrator: Unrestricted access to all features, settings, and funds. (Note: Reserve this role strictly for business owners or top-level executives).
2. Developer: Access to technical functions needed for integration such as API keys, webhook logs, and transaction logs for debugging.
3. Customer Support Officer: Built for your frontline team. This role can view transaction statuses, manage reserved accounts, and assist customers, but cannot perform critical financial operations like withdrawals.

Tip: To see the exact permissions attached to each default role, go to Settings > Team > Manage Roles.

How to Create Custom Roles

If the default roles do not fit your business structure, you can build a custom role.

1. On your Monnify Dashboard menu, select Settings.
2. Select the Teams tab on the top navigation bar.
3. Click Manage Roles on the right.
4. A new page displays the details of the default roles. Click Create Custom Role.
5. Define the new role:
6. Name: A clear title (e.g., "Junior Accountant").
7. Description: A brief note on what this role covers.
8. Permissions: Go through the checklist and select the specific actions this role is allowed to perform.

6. Click Create Role.