{"title":"Essentials","category":"default","creationDate":1778669839,"content":"<p>With Adyen, you get access to <a href=\"https:\/\/essentials-live.adyen.com\/essentials\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Essentials<\/a>. This is an online dashboard that allows you to manage your account and perform day-to-day business activities.<\/p>\n<p>Use the links below to learn how to get access to your Adyen account and how to manage it.<\/p>\n<p>To learn more about the Essentials dashboard, you can also watch a video here:<\/p>\n<iframe src=\"https:\/\/player.vimeo.com\/video\/659248173\" width=\"640\" height=\"360\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen><\/iframe>\n<h2 class=\"no-border\">Account<\/h2>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/essentials\/account-structure\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><img src=\"\/user\/themes\/adyen\/images\/illustrations\/company.svg\"><h6 class=\"next-steps__title\">Account structure<\/h6><p>Learn about merchant accounts and how to switch between them.<\/p><\/div><\/p><\/a><a href=\"\/essentials\/users\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><img src=\"\/user\/themes\/adyen\/images\/illustrations\/users-2.svg\"><h6 class=\"next-steps__title\">Users<\/h6><p>Give your team members access to your Adyen account.<\/p><\/div><\/p><\/a><a href=\"\/essentials\/system-messages\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><img src=\"\/user\/themes\/adyen\/images\/illustrations\/email.svg\"><h6 class=\"next-steps__title\">System messages<\/h6><p>Stay informed of important events related to your Adyen account.<\/p><\/div><\/p><\/a><\/div>\n\n<h2 class=\"no-border\">Business operations<\/h2>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/essentials\/look-up-payments\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><img src=\"\/user\/themes\/adyen\/images\/illustrations\/credit-card-check.svg\"><h6 class=\"next-steps__title\">Payments<\/h6><p>Look up payments and perform refunds.<\/p><\/div><\/p><\/a><a href=\"\/essentials\/disputes\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><img src=\"\/user\/themes\/adyen\/images\/illustrations\/data.svg\"><h6 class=\"next-steps__title\">Disputes<\/h6><p>Learn how disputes work and how to defend them.<\/p><\/div><\/p><\/a><a href=\"\/essentials\/getting-paid\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><img src=\"\/user\/themes\/adyen\/images\/illustrations\/payout.svg\"><h6 class=\"next-steps__title\">Finance<\/h6><p>Learn how you get paid, and which reports to use for reconciliation.<\/p><\/div><\/p><\/a><\/div>\n\n<h2 class=\"no-border\">In-person payments<\/h2>\n<div class=\"next-steps\" id=\"next-steps\" style=display:block;>\n<a href=\"\/essentials\/terminals\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><p><img style=\"width: 45px;\" alt=\"\" src=\"\/user\/pages\/docs\/29.essentials\/terminal-fleet-manager.svg?decoding=auto&amp;fetchpriority=auto\"><\/p><h6 class=\"next-steps__title\">Terminals<\/h6><p>Look up information about payment terminals.<\/p><\/div><\/p><\/a><\/div>\n","url":"https:\/\/docs.adyen.com\/essentials","articleFields":{"description":"Learn how to get started with Adyen and how to manage your account.","essentials":true,"section_icon":"user-management.svg"},"algolia":{"url":"https:\/\/docs.adyen.com\/essentials","title":"Essentials","content":"With Adyen, you get access to Essentials. This is an online dashboard that allows you to manage your account and perform day-to-day business activities.\nUse the links below to learn how to get access to your Adyen account and how to manage it.\nTo learn more about the Essentials dashboard, you can also watch a video here:\n\nAccount\n\nAccount structureLearn about merchant accounts and how to switch between them.UsersGive your team members access to your Adyen account.System messagesStay informed of important events related to your Adyen account.\n\nBusiness operations\n\nPaymentsLook up payments and perform refunds.DisputesLearn how disputes work and how to defend them.FinanceLearn how you get paid, and which reports to use for reconciliation.\n\nIn-person payments\n\nTerminalsLook up information about payment terminals.\n","type":"page","locale":"en","boost":19,"hierarchy":{"lvl0":"Home","lvl1":"Essentials"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/","lvl1":"\/essentials"},"levels":2,"category":"","category_color":"","tags":["Essentials"]},"articleFiles":{"bank-account-check-upload-guidelines.jpg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/bank-account-check-upload-guidelines.jpg\" \/>","change-permissions.png":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/change-permissions.png\" \/>","de-activate-user.png":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/de-activate-user.png\" \/>","photo-id-upload-guidelines.png":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/photo-id-upload-guidelines.png\" \/>","users-list-essentials.png":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/users-list-essentials.png\" \/>","automatic-onboarding.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/automatic-onboarding.svg\" \/>","cash-back.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/cash-back.svg\" \/>","checkmark.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/checkmark.svg\" \/>","credit-card-check.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/credit-card-check.svg\" \/>","data.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/data.svg\" \/>","document-check.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/document-check.svg\" \/>","email.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/email.svg\" \/>","overview.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/overview.svg\" \/>","payout.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/payout.svg\" \/>","terminal-fleet-manager.svg":"<img style=\"width: 45px;\" alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/terminal-fleet-manager.svg?decoding=auto&amp;fetchpriority=auto\" \/>","users2.svg":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/29.essentials\/users2.svg\" \/>"}}