Dashboard Overview

The Berbix dashboard is used for customizing the end-user verification flow, configuring your business logic, and manually reviewing transactions.

On the left side of the dashboard, you'll see a navigation menu with the following options:

• Test Mode Toggle: Toggling between environments allows you to manage both live and test scenarios from your Berbix dashboard.
• Home: The home page contains basic reporting and your account's Retention Policy.
• Analytics: Detailed reporting may be available for your account. Reach out to us to learn more.
• Transactions: A "Transaction" is an end-user verification in the Berbix system.
  • All transactions contains all the transactions that have been initiated within your data-retention period.
  • Review queues contains any completed transactions that require additional manual verification.
  • Logs contain records of recent activity in your account.
• Configuration: Here you'll find all the tools necessary to customize your Berbix flow.
  • Templates define the steps required for your end-users in a verification flow.
  • Action Map define the business logic that govern your transaction outcomes.
  • Themes can be used to customize the look-and-feel of the verification flow.
• Team: Add or remove teammates from Berbix.
• Integration: These are the set-up components to customize your Berbix integration.
  • General integration: Berbix API keys, domain set-up and webhook set-up that may be applied broadly across many integration types.
  • Third-Party Integrations: Specific set-up components necessary to complete third-party integrations.

If this is your first time exploring the Berbix dashboard, we recommend reviewing each component's documentation as you encounter them in the dashboard menu.

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TLDR for Developers

If you are building a full integration it's possible that your agents will never touch the Berbix dashboard.

In this case, we recommend taking a look at the Configuration, Integration and Test Mode pages in this section, as these are critical for building integrated workflows.

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TLDR for Agents & Reviewers

If the set-up has already been handled and you're looking for information on managing transactions on the Dashboard, check out our documentation on review queues and transaction reports.

Depending on how your organization uses Berbix, you may also need to review how to manually create hosted transactions.

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