Your Customer Area offers you an out-of-the-box user interface to manage your business processes and provide support to your users.
Video resources for the Customer Area
- Customer Area explained
- How to create new users
- Discover our control center and optimize your processes
Common use cases
You can do the following in your Customer Area:
- Get high-level insights into your business, including an overview of your payment processing and onboarding process.
- View all payments processed by your users, including the splits applied and the balance accounts that the splits are settled to.
- Help your users when they encounter errors while onboarding. On the Account holders page, you can get details of their errors and help resolve the errors.
- View payouts to your users.
User access and user roles
You can provide your team members access to your Customer Area by creating user accounts with unique login credentials for them. Make sure that you have an administrator who can manage access to user accounts, so that you do not have to contact Adyen to do so.
The information and tasks that your team members have access to depends on the following.
- Account access: each user account can access the company account or only specific merchant accounts.
- User roles: each user account can be assigned different user roles, so that each team member can do different tasks in your Customer Area. Depending on the tasks that they need to do, assign the corresponding user roles.
Recommendations
Make sure of the following:
- All the user accounts have the correct roles.
- The list of your team members is up to date. If a user leaves your organization, make sure to deactivate their Customer Area user account.
- The roles that grant access to personally identifiable information (PII), such as View account holders PII, are assigned only to user accounts that require that information. Do not assign these roles to all user accounts by default.
- As a risk management measure, different team members do different tasks within your organization. For example, make sure that a team member who can initiate payouts to your account holder's bank accounts cannot also update these bank accounts.