Client Portal Guide
Gain access to your Rapyd Client Portal account, including functionality for the sandbox and production environment. The Rapyd Client Portal is a no-code solution to manage your financial needs. You can use the Client Portal to access a wide range of services: from collecting payments, creating disbursements, ordering issued cards, utilizing AI to monitor your transactions, and creating eWallets to manage your funds. The Client Portal can be utilized by merchants, developers, and business leaders.
Account Management
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Home Page
Get started with your Rapyd sandbox account. Verify your business with the KYB process and contact the sales team to find the right product offering for you.
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My Account
Manage your profile, company’s business details, and bank accounts. Access your account information via the Client Portal and manage your financial information.
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Users and Roles
Manage the roles and permissions for each user account. You can assign user roles to individual accounts that are linked to the owner’s account. Critical actions are limited to account owners and administrators.
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Developers
Access developer resources, including your API keys. You can whitelist IP addresses, and rotate your API keys and plugin keys. This allows you to maintain your digital security.
Movement of Funds
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Collect
View payment and refund transactions and download related reports. Collect funds and payments from your customers. Rapyd Collect is useful for e-commerce platforms and online stores that accept customer payments.
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Disburse
View payout transactions. Download related reports. You can create payouts, and manage payroll for your employees. Rapyd Disburse is useful when paying your employees using a global platform, or sending funds to a beneficiary.
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Wallets
View and manage your company or personal wallets. Store your funds, initiate payments, and send payouts. The Rapyd Wallet is useful when managing funds in multiple currencies, with more functionality and increased speed when compared to traditional bank accounts.
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Issuing
Manage cards that are issued to company wallets. You can order issued cards, manage blocked cards, card PINs, and card tokenization. Rapyd Issuing is useful when utilizing card payments and management in a variety of settings from e-commerce to fintech apps.
Payments Management
You can generate a batch of payments for your customers and initiate several transactions simultaneously. | |
You can generate a batch of payouts in a single operation and upload the transactions via CSV file. | |
Use AI-powered fraud management for cards and local payment methods; Rapyd Protect can flag suspicious patterns and transactions. | |
Connect your local payment methods to your shopping cart using plugins. | |
View and download a variety of financial reports that give you deeper insights. |