Main Dashboard

Written By Catalin Fetean

Last updated 11 months ago

The Main Dashboard is the first thing you see upon login, giving you an at-a-glance view of:

  1. Key Actions (“Create a new contract,” “Launch an order,” “Make a payment”);

  2. Quick Stats: Current KYC/KYB status, number of active contracts, orders in progress, pending payments, or outstanding tasks.

  3. Notifications: Alerts, messages from the platform (e.g. “Your KYC is now approved,” “Payment #123 succeeded,” etc.).

  4. Profile/Settings Shortcut: A quick link to personal or partner settings.

Typical Flow

  1. User logs in → redirected to the main dashboard.

  2. Dashboard fetches summary stats from a single endpoint (or multiple endpoints).

  3. User sees the count of active contracts, pending orders, KYC status, or any new notifications.

  4. User can quickly choose an action:

    • Create a new contract → leads to the Contract Creation flow

    • Launch an order → leads to the Order Flow

    • Make a payment → leads to Payment Flow

  5. You can click the notification icon:

    • This expands a panel showing new system messages or events.

    • They can click on a notification to see details (e.g., “Payment #ABC completed,” or “KYC approved—view details”).

    • Mark notifications as read.