Supporting your operations team
Overview
These guides help your operations team manage day-to-day account and payment tasks on behalf of your users.
Each guide walks through a specific operational task, from verifying accounts to handling disputes.
More guides are on the way
We'll update this page as new guides are published.
Navigation
| Guide | Description |
|---|---|
| Navigate your Dashboard | How to navigate your Dashboard. |
Account and user management
| Guide | Description |
|---|---|
| Manage account verification | How to manage account holder verification, from document collection to periodic reviews. |
| Manage user identification | How to manage identification requirements for your users. |
| Change an account administrator or legal representative | How to update the admin or legal representative on a user's account. |
| Troubleshoot passcode reset failures | How to reset a passcode and handle a phone number change. |
| Troubleshoot user binding errors | How to troubleshoot user binding errors. |
Payment operations
| Guide | Description |
|---|---|
| Manage SEPA Direct Debit mandates | How to manage SEPA Direct Debit mandates for your users. |
| Troubleshoot incoming and outgoing transfers | How to troubleshoot credit transfer issues on behalf of your users. |
Disputes and chargebacks
| Guide | Description |
|---|---|
| Card disputes and chargebacks | How to handle a card dispute and initiate a chargeback on behalf of your users. |
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