# Partner Dashboard The Partner Dashboard gives you self-service control over your Banxa integration. Use it to manage team access, configure webhooks and API credentials, and look up orders to support your customers. ## Environments The dashboard supports both **Sandbox** and **Production** environments. Use the environment toggle at the top of the page to switch between them. Always configure and validate settings in Sandbox before applying them to Production. Configuration changes take approximately **15 minutes** to take effect. enviornment toggle.png ## Integration configuration ### API credentials Your API key and sandbox credentials are available from the dashboard. Use the environment toggle to view credentials for each environment separately. ### Webhook URL Enter the endpoint URL where Banxa should send order and transaction status notifications. You can set separate webhook URLs for Sandbox and Production. Once saved, use the **Send** button to test the webhook — Banxa will send a test payload to the configured URL and display the result. Banxa Native API supports two webhook types: - **Ramp webhooks** — enabled by default. Sent on ramp status changes throughout the transaction lifecycle. - **Identity webhooks** — opt-in. Sent when a customer's identity verification status changes. Contact Banxa to enable these for your account. For payload structure and verification, see the Webhooks article in this documentation. ## Order management ### Looking up orders Use the Orders page to view the live status of customer orders. You can search by: - **Email address** - **Wallet address** - **Order ID** - **Order Reference** Click any result to view the full order detail and status history. Use the environment toggle to switch between Sandbox and Production orders. orders.png ### Order statuses and customer responses Use the table below to understand each order status and respond to customer support queries. > Dashboard order statuses are independent of the API ramp statuses returned by the Native API endpoints. | Status | Description | Suggested customer response | | --- | --- | --- | | `pendingPayment` | Order created, awaiting KYC and payment submission. | Banxa has received your KYC information and is awaiting your payment to complete the order. | | `waitingPayment` | Payment has not yet been received — either not yet made or still in transit. | Your payment has not yet been received by Banxa. If you have already made the payment, it may still be in transit. Once received, your order will be processed. | | `paymentReceived` | Payment received and confirmed. Order is being processed. | Your payment has been received by Banxa and confirmed. We are now processing your order. | | `coinTransferred` / `cryptoTransferred` | Crypto transaction submitted to the blockchain. | Your cryptocurrency transaction has been submitted to the blockchain and is awaiting confirmation, at which point you will receive your funds. | | `complete` | Order fulfilled. | **Buy:** Your order is complete. Your cryptocurrency is now available on the blockchain — check the transaction hash for details. **Sell:** Your order is complete. Payment has been sent to your bank account. Allow up to 3 business days for it to appear. | | `extraVerification` | Additional identity or address verification required. | Your order requires additional verification. Banxa's support team will contact you by email shortly to help complete the process. | | `declined` | Payment declined by the customer's bank. | Your order was declined by your financial institution. Please contact your bank's support team for further assistance. | | `cancelled` | Payment cancelled by the customer. | Your payment was cancelled. Please create a new order if you wish to proceed. | | `expired` | Order not completed — KYC incomplete, payment failed, or order abandoned. | Your order has expired because it was not completed within the required timeframe, or your KYC or payment was unsuccessful. Please create a new order to proceed. | | `refunded` | Order refunded by Banxa — at customer request or due to a rejected payment (e.g. third-party payment). | **Buy:** Your order has been refunded. Allow up to 14 days for the amount to appear in your account. **Sell:** Your order has been refunded — check the transaction hash for details. | ## User management ### Creating roles Before adding team members, create roles with the appropriate permission sets. Permissions are set at the page level — a user without "Read" permission for a given page will not be able to view it. 1. Go to your **Profile** page via the top-right dropdown menu. 2. Click **Create New Role**. 3. Name the role — for example: "Developer", "Customer Operations", or "Admin". 4. Assign permissions to the role. 5. Click **Save**. create-role.png ### Creating users 1. Click **Create New User**. 2. Enter the user's name, email address, and role. 3. Click **Submit**. The user receives a registration email with instructions to set up their account. When they log in they will have the permissions assigned to their role. create-new-user.png ## Asset management Select which cryptocurrencies and blockchain networks are available to your customers. All options are enabled by default — deselect any you do not want to offer. Native tokens for a blockchain cannot be deselected. Assets management — coin and blockchain selector ## Branding and appearance > These settings apply to Banxa-hosted UI rendered within the **React Native SDK**. If your integration is fully headless — bank transfers and API-driven flows only — these settings have no effect. ### Upload logo The logo displayed within any Banxa-hosted screens rendered by the SDK. Upload an image with a maximum height of **70 pixels**. ### Primary colour Your brand colour, used for buttons, highlighted text, and checkboxes. ### Secondary colour The colour used for button hover effects. ### Theme Sets the default theme to **Light** or **Dark** mode. If the customer changes the theme from their browser settings, their preference overrides this default. ### Hide Banxa logo When enabled, hides both the Banxa logo and your partner logo. ### Background colour Applies a custom solid background colour to Banxa-hosted screens. ## Analytics The Analytics page gives you visibility into your integration's transaction volume and customer activity over time. Use it to monitor performance trends and export data for reporting. Analytics dashboard showing key metrics ### Filtering data Choose a date range using the **Relative** or **Absolute** toggle: - **Relative** — preset windows of 1, 3, 6, or 12 months from today, or a custom duration. - **Absolute** — set a specific start and end date. Click **Apply Filter** to refresh the metrics and charts. Click **Export CSV** to download the filtered dataset. ### Key metrics | Metric | Description | | --- | --- | | **Average Order Value** | Mean transaction value across all orders in the selected period. | | **Total Transaction Value** | Sum of all transaction values in the selected period. | | **Commission** | Total commission earned in the selected period. | | **Average Orders Per Customer** | Mean number of orders per unique customer. | | **Total Number of Orders** | Count of all orders in the selected period. | | **New Customers** | Count of first-time customers in the selected period. | Each metric shows the percentage change versus the previous equivalent period. ### Charts Analytics charts showing customer type, payment method, and country breakdowns - **Customers By User Type** — breakdown of new vs. returning customers in the selected period. - **Volume By Payment Method** — share of transaction volume across card, Apple Pay, and Google Pay. - **Orders By KYC Country** — geographic distribution of orders by country of KYC verification. ## Moving to production Once you have completed end-to-end testing in Sandbox, contact Banxa to enable your Production environment. You will receive production credentials and can update your integration accordingly.