Navigate your Dashboard

This guide helps partner support teams navigate the Dashboard and handle day-to-day partner operations. For API guidance, see Choose your integration and Activate your project.

Key takeaways

• Your Dashboard is organized into four sections (Data, Insights, Developers, and Settings), plus a Sandbox/Live toggle.
• Most day-to-day operations happen in Data: users, onboardings, accounts, transactions, and cards.
• You can perform many actions without contacting Swan Support. See the self-service actions.
• Some actions (like changing an account admin) still require a Swan Support request.

Understand the Dashboard

The Dashboard is your central workspace for managing your Swan project. What you see in the Dashboard is the same data your development team works with via the API, presented in a readable interface.

The Dashboard has four sections, plus a toggle to switch environments:

• Data: day-to-day operational work
• Insights: performance monitoring and analytics
• Developers: tools for your development team
• Settings: project configuration (split between partner support and development team)
• Sandbox/Live toggle: switch between test and production environments

Know the different roles

Role	Responsibilities
You	Data section operations, branding, monitoring in Insights, submitting support requests
Your development team	Developers section, redirect URIs, server consent, payment control, all API-based actions
Swan	Transfer recalls, account admin changes, cases requiring Swan review

Get started if you're new

1. Start with Dashboard > Data > Users. It's the most comprehensive view, showing contact details, identification history, cards, accounts, and balances for each user.
2. Switch to Sandbox to explore without affecting Live data.
3. Review Settings > Branding to confirm your project name, logo, and accent color match your brand. If anything needs updating, edit it directly in Branding.

Notifications and support

• Incident and status updates: you can subscribe to status.swan.io to receive real-time notifications about incidents, outages, and maintenance. Notifications aren't pushed directly via the Dashboard but through the status page.

• Notifications: from Dashboard > Settings > Notifications, you can manage text message and email notifications sent to your users for certain events, such as rejected card payments. Review the full list of notifications.

• Support form: the partner form in the Dashboard is the main channel to contact Swan for anything that can't be resolved with documentation or built-in tools. See how to contact Swan Support.

Manage the Data section

The Data section is where you manage day-to-day operations.

Tab	What it shows	Common actions
Users	All users with contact details, identification history, accounts, balances	Track identification status, review memberships
Onboardings	Individual and company onboarding processes	Track progress, upload supporting documents, request review
Account holders	Account holders and verification statuses	Monitor KYC progress, track Re-KYC
Accounts	Accounts with balances and statuses	View details, review received mandates
Account memberships	Memberships across accounts	Check statuses, identify binding errors
Cards	Virtual, physical, and digital cards	Cancel cards, review details
Transactions	All transactions across accounts	Review details, cancel upcoming transfers, download statements
Capital deposits	Capital deposit cases and statuses	Track deposit progress

Monitor performance in Insights

The Insights section is your performance monitoring space. It's powered by a live analytics interface that updates in real time. Use it for a general overview and to spot trends.

What can you monitor?

• Product performance: see the project overview, active accounts, card usage, and available balances.
• Transaction volumes: track total and average volumes broken down by payment method.
• Onboarding performance: monitor conversion rates, account holder verification progress, and where users drop off in the flow.
• Identity verification: observe funnel completion rates and status breakdowns.

Test in the Developers section

This section contains tools your development team uses to build and test your integration.

Tool	What it does	Full guide
API Explorer	Test queries and mutations directly	API Explorer guide
Webhooks	Configure endpoints for real-time event notifications	Webhooks guide
Event Simulator	Simulate events in Sandbox to test your integration	Event Simulator guide

Configure your settings

Setting	What you configure	Who
Branding	Project name, logo, accent color	You
Notifications	Text message and email notifications sent to your users	You
Redirect URIs	OAuth authentication redirect URLs	Development team
Server consent	Server-to-server consent flow configuration	Development team
Payment control	Payment limits and controls	Development team

Get to know the self-service actions

You can complete the following actions directly from your Dashboard without submitting a Swan Support request or contacting your development team. Use this as a quick reference when a user contacts you with one of these needs.

Onboarding and verification

If a user's onboarding is waiting on documents, you can upload them and request a Swan review directly. You can also track identification status without contacting Swan. For the full workflows, see Manage account verification and Manage user identification.

Action	Navigation path
Upload supporting documents	Dashboard > Data > Onboardings > select the onboarding > Supporting documents > Supporting document portal
Request document review	Dashboard > Data > Onboardings > select the onboarding > Supporting documents > Supporting document portal > Upload > Request review
Track identification status	Dashboard > Data > Users > select the user

Accounts and memberships

Once an account is open, users may need additional IBANs to receive payments, account statements for their records, or help resolving membership issues. These actions cover the most common account management requests you'll receive.

Action	Navigation path
Create virtual IBANs	Dashboard > Data > Accounts > select the account > Virtual IBANs
Download account statements	Dashboard > Data > Accounts > select the account > Account statements
Download billing invoices	Dashboard > Data > Accounts > select the account > invoices
Spot binding errors	Dashboard > Data > Account memberships > filter by the status BindingUserError

How to create virtual IBANs

Before you can create a virtual IBAN:

• Your Dashboard membership needs write access to accounts.
• The account must have the payment level Unlimited and the account type PaymentService.

Transactions and payments

Transactions cover everything from credit transfers to direct debit mandates. Check this section before escalating, since most transaction queries have a direct answer or action here. For deeper troubleshooting, see Troubleshoot incoming and outgoing transfers and Manage SEPA Direct Debit mandates.

Action	Navigation path
Cancel upcoming transfers	Dashboard > Data > select the account > Transactions > open the transfer with the status Upcoming > Cancel transaction
Download a transaction confirmation	Dashboard > Data > select the account > Transactions > open the transaction with the status Booked > Transaction confirmation
Review received mandates	Dashboard > Data > Accounts > select the account > Received Direct Debit Mandates
Send a B2B mandate registration link	Dashboard > Data > Accounts > select the account > Received Direct Debit Mandates > Copy SDD B2B mandate form link

Cards

Swan offers three card types: virtual, physical, and digital. You can cancel any active card directly from the Cards tab. Cancellation is permanent, so the card can't be reactivated. For disputes, see Card disputes and chargebacks.

Deleting digital cards

Deleting Apple Pay or Google Pay digital cards is currently only possible through the API.

Action	Navigation path
Cancel a card	Dashboard > Data > Cards > select the card > Cancel

Contact Swan Support

Submit a Swan Support request using the Partner support request form.

Contact Swan Support if:

• You need to request a transfer recall.
• You need to change an account admin or legal representative. See Change an account administrator or legal representative.
• You notice a data discrepancy in your Dashboard that you can't resolve yourself.

Include in your request:

• Account ID or user ID
• A description of the issue
• Steps already taken

Share these articles with your users

• Download your transaction confirmation statements: how to download and review your transaction confirmation statement.
• Block your card: a step-by-step guide on how to block your card temporarily or permanently.
• Account balances: everything you need to know about account balances.

Help center content

You can also use these articles as a starting point to create your own FAQ or help center content, tailored to your product's terminology and your users' specific context.