Controlling Account to Account Payments Using Dwolla’s Dashboard
Harness the power of online payments and get real-time business insights using our intuitive, multi-user dashboard.


Instant Access to Data
Monitor every stage of your payment cycle from within the Dwolla Dashboard. Receive instant status updates about customer onboarding and funding source verification, store payment data and simplify the reconciliation process. With Dwolla’s multi-user payments dashboard, manage a large number of payouts and track the flow of funds to and from multiple bank accounts with help from our ledger technology.
Enhanced Reporting
Transaction Transparency
Multi-User Dashboard
Mature Security Controls
Simplified Payments from the Dwolla Dashboard
Manage customer onboarding, initiate (or retry) transactions and monitor the payment activity for your application.

Consumable Information
Charts and graphs automatically populate to easily view business metrics.

Application Management
Control your applications to authenticate to the Dwolla API.

User Management
Deactivate or reactivate users, update payment information and view transaction history.

Add Multiple Funding Sources
Designate funding sources specifically for sending or collecting payments.

Download Detailed Statements
Choose a CSV or PDF document for a high level summary of payment activity.

Dashboard Permissions: Providing Teams with Flexibility
We’ve structured the Dwolla Dashboard to support multiple users for companies and teams of various sizes.
The person who started your Dwolla account is referred to as the “account owner.” They might be a developer or senior company leader who was highly involved during the API integration process.
If there comes a point when this person no longer handles the day-to-day work in the dashboard, it’s possible to change who owns this role. The original account owner can email support@dwolla.com to update the account owner’s contact information. The account owner role can’t be deactivated.
Outside your account owner, you have the ability to invite additional folks to help your business manage your payments and integration.
“Team members” are those who have been invited to join your company’s dashboard. Anyone with a valid email address can be invited to your dashboard and no special settings are needed to invite contractors or third-party vendors who work on behalf of your company. You have the flexibility to update team members and access—including account deactivation—if accounts are no longer needed.
Customizing Your Payments Dashboard
The Dwolla Dashboard is flexible and can be customized to your team’s workflow and needs.
For example, your customer success team might need access to research customer service requests. You might grant them “Edit” access to transactions, customers, funding sources and initiate transfers. Customer success team members and managers may want to better understand business metrics. You can enable access to the trends page to allow them to see usage patterns over time.
If you’re onboarding new hires in customer success, you might consider introducing them to the dashboard by specifying “View” access. This will allow them to explore the dashboard without making any changes. Once they’re ready to start working on customer requests, you can adjust their permissions to “Edit.”
For your engineering and IT staff invested in your company’s technical success, make it easy for them to maintain your applications by allowing access to applications.
“View” access provides the ability to see all applications, keys, secrets and webhook details. “Edit” access allows them to manage applications and webhook subscriptions. If they manage third-party integrations for other applications that your company uses outside the Dwolla Dashboard, you can also grant “Edit” access to integrations.
Those working in finance can have access to the billing page to download past invoices. If your finance team tracks specific payments, “View” access to transactions may also be useful. Your finance team members and business analysts might also find it valuable to track success metrics in the trends section of the dashboard.
Is your team taking on additional staff on a temporary basis? If your team includes any contractors who need to work in the dashboard to support your business, you can grant “Edit” or “View” access to those areas as appropriate. When their assignment is complete, simply deactivate their account.
Enhanced dashboard permissions give your team the flexibility to scale, whether you’re integrating a payments API for the first time or migrating from an outdated, manual payments process.