Skip to main content

Documentation

Using Rapyd Dashboard

Rapyd Dashboard is a mobile application that allows you to view settlements and payments in the Client Portal on your mobile device.

Application Availability

  • The Rapyd Dashboard App is only available for iOS mobile devices.

  • The Rapyd Dashboard app is available to merchants in Europe, UK, and Israel.

  1. Download the Rapyd Dashboard application from the Apple App Store.

  2. Open the application on your mobile device.

  3. The login screen appears.

    using-rapyd-dashboard-flow-1.png
  4. Enter your email and password for your Client Portal account.

  5. Complete the CAPTCHA and tap the Log In button.

  6. The Authentication page appears.

    using-rapyd-dashboard-flow-2.png
  7. The Two Factor Authentication (2FA) code will be sent via SMS to the phone number associated with your account.

  8. Enter the 6-digit authentication code.

  9. (Optional) You can receive your 2FA code by scanning a QR code via an authenticator app.

    using-rapyd-dashboard-flow-3.png
  10. The Rapyd Dashboard home screen appears.

    using-rapyd-dashboard-flow-4.png
  11. With the Rapyd Dashboard, you can:

    • View your account balances in various currencies

    • View your account settlements, upcoming settlements, and settlement history

    • Switch between different Rapyd Wallets

  12. Switch between wallets by swiping upwards and selecting a new wallet from the Wallets menu.

    using-rapyd-dashboard-flow-5.jpg
  13. After selecting the desired wallet, view the currency balances for that wallet. For more information, see Viewing Client Wallet Balances .

    using-rapyd-dashboard-flow-6.jpg
  1. Tap the user account icon in the upper right corner.

  2. The account page appears.

    using-rapyd-dashboard-flow-7.png
  3. Tap on the Switch Account option.

  4. Select a different account from the menu.