General

Using the Dashboard (Version 2)

• How to Upload KYC Documents
• How to Create a Transaction
• How to Sign in as the User

Getting Started

• Steps to Going Live
• Resources to help you build
• Creating a production account
• Prepping for Code Review
• Preparing for your Compliance Review
• I have my production keys. Now what?

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FAQ

• Accessing the Client Manager
• Card Issuance: Custom Plastic Card
• Card Issuance: Collateral Templates
• Card Issuance: Setting up Physical Cards
• Card Printing: Print on Demand
• How to create subnets on the Dashboard

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Using the Dashboard

• Login as a user on the dashboard
• Where can I find my Client ID & Client Secret?
• How to Export Transaction History (CSV or JSON)
• Funding a Reserve Account
• How do I update my email, password or 2FA device?
• I forgot my password! How do I reset it?

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