{"title":"Customer Area","category":"default","creationDate":1776961628,"content":"<p>Your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a> offers you an out-of-the-box user interface to manage your business processes and provide support to your users.<\/p>\n<p><a rel=\"lightbox\" href=\"\/user\/pages\/docs\/05.platforms\/04.quickstart-guide\/06.customer-area\/customer-area.png\" src=\"\">\n  <img alt=\"\" src=\"\/user\/pages\/docs\/05.platforms\/04.quickstart-guide\/06.customer-area\/customer-area.png\" \/>\n<\/a><\/p>\n<p><span style=\"color: #0ABF53;\"><span style=\"font-size: 16px;\"><strong>Video resources for the Customer Area<\/strong><\/span><\/span><\/p>\n<ul>\n<li><a href=\"https:\/\/help.adyen.com\/en_US\/academy\/how-to-videos\/customer-area\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area explained<\/a><\/li>\n<li><a href=\"https:\/\/help.adyen.com\/en_US\/academy\/how-to-videos\/customer-area\/how-to-create-new-users\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">How to create new users<\/a><\/li>\n<li><a href=\"https:\/\/help.adyen.com\/academy\/webinars\/customer-area#join-live\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Discover our control center and optimize your processes<\/a><\/li>\n<\/ul>\n<h2>Common use cases<\/h2>\n<p>You can do the following in your Customer Area:<\/p>\n<ul>\n<li>Get high-level insights into your business, including an overview of your payment processing and onboarding process.<\/li>\n<li>View all payments processed by your users, including the splits applied and the balance accounts that the splits are settled to.<\/li>\n<li>Help your users when they encounter errors while onboarding. On the <strong>Account holders<\/strong> page, you can get details of their errors and help resolve the errors.<\/li>\n<li>View payouts to your users.<\/li>\n<\/ul>\n<h2>User access and user roles<\/h2>\n<p>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.<\/p>\n<p>The information and tasks that your team members have access to depends on the following.<\/p>\n<ul>\n<li>Account access: each user account can access the <a href=\"\/pt\/platforms\/account-structure-resources\/#your-adyen-account\">company account or only specific merchant accounts<\/a>.<\/li>\n<li>User roles: each user account can be assigned different <a href=\"\/pt\/account\/user-roles\/\">user roles<\/a>, 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.<\/li>\n<\/ul>\n<p><span style=\"color: #0ABF53;\"><span style=\"font-size: 16px;\"><strong>Recommendations<\/strong><\/span><\/span><br \/>\nMake sure of the following:<\/p>\n<ul>\n<li>All the user accounts have the correct roles.<\/li>\n<li>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.<\/li>\n<li>The roles that grant access to personally identifiable information (PII), such as <strong>View account holders PII<\/strong>, are assigned only to user accounts that require that information. Do not assign these roles to all user accounts by default.<\/li>\n<li>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.<\/li>\n<\/ul>\n<h2>See also<\/h2>\n<ul>\n<li><a href=\"https:\/\/help.adyen.com\/en_US\/academy\/how-to-videos\/customer-area\/how-to-create-new-users\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">How to create new user accounts<\/a><\/li>\n<\/ul>","url":"https:\/\/docs.adyen.com\/pt\/platforms\/quickstart-guide\/customer-area","articleFields":{"description":"Learn how to manage your Adyen account through your Customer Area","feedback_component":true,"filters_component":false},"algolia":{"url":"https:\/\/docs.adyen.com\/pt\/platforms\/quickstart-guide\/customer-area","title":"Customer Area","content":"Your Customer Area offers you an out-of-the-box user interface to manage your business processes and provide support to your users.\n\n  \n\nVideo resources for the Customer Area\n\nCustomer Area explained\nHow to create new users\nDiscover our control center and optimize your processes\n\nCommon use cases\nYou can do the following in your Customer Area:\n\nGet high-level insights into your business, including an overview of your payment processing and onboarding process.\nView all payments processed by your users, including the splits applied and the balance accounts that the splits are settled to.\nHelp 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.\nView payouts to your users.\n\nUser access and user roles\nYou 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.\nThe information and tasks that your team members have access to depends on the following.\n\nAccount access: each user account can access the company account or only specific merchant accounts.\nUser 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.\n\nRecommendations\nMake sure of the following:\n\nAll the user accounts have the correct roles.\nThe list of your team members is up to date. If a user leaves your organization, make sure to deactivate their Customer Area user account.\nThe 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.\nAs 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.\n\nSee also\n\nHow to create new user accounts\n","type":"page","locale":"pt","boost":17,"hierarchy":{"lvl0":"Home","lvl1":"Platforms","lvl2":"Quickstart guide","lvl3":"Customer Area"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/pt","lvl1":"https:\/\/docs.adyen.com\/pt\/platforms","lvl2":"https:\/\/docs.adyen.com\/pt\/platforms\/quickstart-guide","lvl3":"\/pt\/platforms\/quickstart-guide\/customer-area"},"levels":4,"category":"Platforms","category_color":"green","tags":["Customer"]},"articleFiles":{"customer-area.png":"<img alt=\"\" src=\"https:\/\/docs.adyen.com\/user\/pages\/docs\/05.platforms\/04.quickstart-guide\/06.customer-area\/customer-area.png\" \/>"}}