Managing Connected Accounts with the Dashboard

    Learn about using the Dashboard to inspect connected accounts.

    You can use the Dashboard to inspect, support, and better understand your platform’s connected accounts. Some common tasks supported by the Dashboard include:

    1. Finding accounts
    2. Inspecting accounts
    3. Updating account information
    4. Sending funds

    Finding accounts

    The fastest way to find a specific connected account is to search for it in the Dashboard—most often, by name, email, or metadata. Alternatively, you can view a list of accounts in the connected accounts section of the Dashboard.

    Inspecting accounts

    The connected account detail page is organized into several sections.

    The header section provides information about the history and current capabilities of the account, including the ability to process payments or receive funds. Administrative actions, such as rejecting an account or viewing its Dashboard, are available in the header from the overflow menu.

    The Activity section provides a detailed breakdown of recent transactions on the connected account.

    Updating account information

    The capabilities of connected accounts change over time depending on their verification status. Custom account information can be updated in the Identity section.

    You can update the payout schedule of Custom accounts in the Balance section.

    Sending funds

    Funds can be sent to connected accounts using the Send funds button in the Balance section.

    For Custom and Express accounts, you can send money directly to a connected account’s bank or debit card. Sending funds is restricted to users with Administrator privileges or greater.