Dashboard
The Moov Dashboard is an online portal where you and your team manage your Moov account, connected accounts, and transfers without writing any code.
Each task below is documented next to its API equivalent throughout Moov's documentation. Use the links below to find the Dashboard steps. The pages in this section cover the basics of the Dashboard: the overview page, settings, and developer tools.
Accounts
| Task | Dashboard steps |
|---|---|
| Send an onboarding link | Hosted onboarding |
| Create an account yourself | Create accounts |
| Update an account | Update accounts |
| Request a capability | Enable capabilities |
| Upload verification documents | Troubleshoot capabilities |
| Send a resolution link | Resolution links |
Payments
| Task | Dashboard steps |
|---|---|
| Create, refund, or cancel a transfer | Transfers |
| Schedule a transfer | Scheduled transfers |
| Cancel an ACH transfer | Cancel an ACH transfer |
| Restore a bank account after an R29 return | R29 returns |
| Create a payment link | Payment links |
| Send an invoice | Invoices |
| Respond to a dispute | Disputes |
| Issue a card | Card issuing |
Wallets
| Task | Dashboard steps |
|---|---|
| Create, edit, or close a wallet | Wallet balance |
| Set up automatic payouts | Sweeps |
| Review wallet transactions | Wallet transactions |
Your account
| Task | Dashboard steps |
|---|---|
| Create API keys and webhooks | Developers |
| Invite your team | Manage teams |
| Update your business details | Business details |
| Manage products and images | Product catalog and image library |
| Open a support ticket | Support tickets |

In this section
Overview
What the Moov Dashboard overview page shows: your wallet balance, add funds and cash out actions, sweep settings, and transfer and account metrics.
Developers
Create and manage API keys and configure webhook endpoints from the Developers section of the Moov Dashboard, in test mode or production.
Settings
Manage your business details, documents, payment methods, and team members from the Settings section of the Moov Dashboard.