Discover the Merchant Dashboard: Your Key to Streamlined Operations!

Merchant Dashboard

<p>Terminal users are the employees who will be assigned to a terminal to be able to access it. The relationship between users and terminals is one to many, meaning one user can be assigned to many terminal but one terminal can only be assigned to one user.</p>

Who Are Terminal Users?

<p>Follow these steps to view transaction receipt:<br></p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/3cdba461-ce6d-401e-9f36-d3bf37fce5e5" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

Where can I find transactions receipt?

<p>Terminal determines how many SoftPOS is needed in the merchant (branch). For example of the merchant has 3 hardware devices, he will need to have 3 terminals.</p><p><br>Please note that the relationship between merchant and terminals is one to many, meaning that one merchant can have one or more terminals but one terminal should belong to only one merchant.<br>​<br>Also note that one user only can be assigned to a terminal.</p>

What's Terminal?

<p>Is an action initiated by NearPay SoftPOS which can be created due to a purchase action, a refund action and a reverse action.</p>

What are Transactions?

<p>Reconciliation is the process of calculating the counts and amounts of the transactions processed by a particular terminal.</p><p>Please note the following on reconciliation:</p><ul><li><p>Reconciliation is normally done at the end of the day</p></li><li><p>Reconciliation is done on terminal level not in merchant level</p></li></ul>

What are Reconciliations?

<h5>Emoloyees are the users who will have access to the dashboard and have the authority to see all data in the dashboard.</h5>

What Are Employees?

<p>Follow these steps to view employees details:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/2c7087be-c74c-4f0a-9aa4-d040a3b40262" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to view employees details?

<p>Follow these steps to switch between merchants:<br></p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/b114badd-82ab-4fab-8516-14595b013e4a?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to switch between merchants?

<p>You can revoke the user access from the Terminals following these steps:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/9d9118bc-0360-4ece-8d57-b4395d41716b?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to revoke the user access to the merchant dashboard?

<p>Follow these steps to reconcile terminals manually:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/ad6c61e4-c697-47d0-bcc2-304294fd7921?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to reconcile from the merchant dashboard?

<p>To logout from the Merchant Dashboard follow these steps:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/b17487f0-0342-41d0-9d16-fcb5514c1ae0" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to logout from the merchant dashboard?

<p>Follow these steps to Login to the Merchant Dashboard:<br></p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/cc96baad-0327-424b-87cf-9b23c6aadfd7" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to login to the merchant dashboard?

<p>To view reconciliations details follow these steps:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/70964250-11c9-4306-9c22-9f38b0b79c4e" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to find reconciliations details?

<p>Follow these steps to find the merchant UUID:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/14ec5121-a0ee-4ae9-8a9d-0d6c1ead86f0?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to find merchant UUID?

<p>Follow these steps to find the merchant API key:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/38d5e5d7-bb83-481a-97e1-4adbbfc69ffe" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to find merchant API key?

<p>Follow these steps to filter your transactions:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/8a780697-ab46-4aef-984d-f59971df56ff?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to filter reconciliations? 

<p>Follow these steps to filter transactions:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/99600e04-b878-4382-b8e9-3b55f8da940a?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to filter my transactions?

<p>Follow these steps to export reconciliation:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/1e361434-9189-4557-8401-28c275b5918c?skipCover=true&amp;defaultListView=false&amp;skipBranding=true" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to download reconciliations?

<p>Follow these steps to download your transactions:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/4e825eb5-47a4-42c9-977b-c8d6c4d5f695?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to download my transactions?

<p>Follow these steps to export terminal's info</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/7bc17662-433d-4677-b430-85389208dafb?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to download my terminals information?

<p>There are two ways to disconnect the device:</p><p>First, you can disconnect the device by contacting your MSP’s support or from the Terminals page on the merchant dashboard.</p><p>Second, from the Merchant Dashboard, follow these steps:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/541bb490-2fcf-4e34-abc6-752f1b6cdfef" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to disconnect a device from a terminal?

<p>Follow these steps to auto-reconcile terminals:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/2b98cd07-7fd4-469f-b9d4-3278119bdc4d?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to auto-reconcile all the terminals?

<p>To assign users through the merchant dashboard, you must follow the below steps:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/a661681e-3b34-40bb-ab82-34b7113eb277" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to assign a user to a terminal in the merchant dashboard?

<p>Follow these steps to access the JWT. After downloading the JWT, use the steps in the link <a target="_blank" rel="noopener noreferrer nofollow" href="https://docs.nearpay.io/guides/preparing-your-app#allowing-your-user-to-login-using-jwt">here</a> to use the JWT authentication</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/86b5209f-e3de-4517-bdeb-df81e50e55f2?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>

How to access to the JWT from the merchant dashboard?

<p>Follow these steps to filter terminals:</p><div class="iframe-wrapper w-full"><iframe src="https://app.tango.us/app/embed/9589dbd1-b37a-46c3-9fd3-3e2e387a751b?skipCover=true&amp;defaultListView=false&amp;skipBranding=false" class="w-full h-[28rem]" frameborder="0" allowfullscreen="true"></iframe></div>