---
title: Dashboard
slug: dashboard
excerpt: >-
  Your command centre for managing payments, refunds, settlements, payouts, and
  payment links — all from one place.
sidebar_order: 1
hidden: false
metadata:
  title: Dashboard Overview — Manage Payments & Operations | Pine Labs
  description: >-
    Central dashboard for monitoring transactions, processing refunds, tracking
    settlements, managing payouts, and creating payment links. Real-time
    insights, export reports, and complete operational control.
  keywords: >-
    dashboard, merchant dashboard, payment management, transaction monitoring,
    refund processing, Pine Labs dashboard
  robots: index
---

## Overview

The Pine Labs Online **Dashboard** is your central interface for managing every aspect of your payment operations — from real-time transaction monitoring to refund processing, settlement tracking, and business configuration.

<DocImage src="images/Homepage-1778922405702.png" alt="Dashboard homepage"  />


## What you can do

<div style="display:grid;grid-template-columns:repeat(3,1fr);gap:1rem;max-width:1200px;margin:0 auto;">
  <div class="usecase-card" style="border:1px solid #e2e8f0;border-radius:10px;padding:1.25rem;">
    <h4 style="font-size:0.95rem;font-weight:650;margin-bottom:0.5rem;">Payments</h4>
    <p style="font-size:0.82rem;color:#64748b;">View payment details, filter by status, search by order ID, export reports.</p>
    <a href="dashboard/payments" style="font-size:0.8rem;font-weight:600;color:#0f766e;text-decoration:none;">View Docs →</a>
  </div>
  <div style="border:1px solid #e2e8f0;border-radius:10px;padding:1.25rem;">
    <h4 style="font-size:0.95rem;font-weight:650;margin-bottom:0.5rem;">Refunds</h4>
    <p style="font-size:0.82rem;color:#64748b;">Initiate full/partial refunds, track refund status, view refund history.</p>
    <a href="dashboard/refunds" style="font-size:0.8rem;font-weight:600;color:#0f766e;text-decoration:none;">View Docs →</a>
  </div>
  <div style="border:1px solid #e2e8f0;border-radius:10px;padding:1.25rem;">
    <h4 style="font-size:0.95rem;font-weight:650;margin-bottom:0.5rem;">Settlements</h4>
    <p style="font-size:0.82rem;color:#64748b;">Monitor payout schedule, view payout details, track pending amounts</p>
    <a href="dashboard/settlements" style="font-size:0.8rem;font-weight:600;color:#0f766e;text-decoration:none;">View Docs →</a>
  </div>
  <div style="border:1px solid #e2e8f0;border-radius:10px;padding:1.25rem;">
    <h4 style="font-size:0.95rem;font-weight:650;margin-bottom:0.5rem;">Payouts</h4>
    <p style="font-size:0.82rem;color:#64748b;">Monitor payout schedule, view payout details, track pending amounts.</p>
    <a href="dashboard/payouts" style="font-size:0.8rem;font-weight:600;color:#0f766e;text-decoration:none;">View Docs →</a>
  </div>
  <div style="border:1px solid #e2e8f0;border-radius:10px;padding:1.25rem;">
    <h4 style="font-size:0.95rem;font-weight:650;margin-bottom:0.5rem;">Payment Links</h4>
    <p style="font-size:0.82rem;color:#64748b;"> Create links from dashboard, track link status, view link payments </p>
    <a href="dashboard/payment-links" style="font-size:0.8rem;font-weight:600;color:#0f766e;text-decoration:none;">View Docs →</a>
  </div>
  <div style="border:1px solid #e2e8f0;border-radius:10px;padding:1.25rem;">
    <h4 style="font-size:0.95rem;font-weight:650;margin-bottom:0.5rem;"> Settings </h4>
    <p style="font-size:0.82rem;color:#64748b;">Manage API keys, set up webhooks, configure team access, branding.  </p>
    <a href="dashboard/settings" style="font-size:0.8rem;font-weight:600;color:#0f766e;text-decoration:none;">View Docs →</a> 
  </div>
</div>

---

## Getting started

<div className="not-prose grid grid-cols-1 md:grid-cols-2 gap-6">
  <div>
    <h3>Access the Dashboard</h3>
    <ol className="list-decimal list-inside space-y-2 text-sm text-gray-700 dark:text-gray-300">
      <li>Go to <a href="https://dashboardv2.pluralonline.com">dashboardv2.pluralonline.com</a></li>
      <li>Log in with your registered email and password</li>
      <li>If you don't have an account, <a href="https://dashboardv2.pluralonline.com/signup">sign up here</a></li>
    </ol>
  </div>
  <div>
 <img src="images/dashboard/signup.png" alt="Dashboard login"  />
  </div>
</div>


## Environments

Pine Labs provides two environments. You can switch between them from the Dashboard:

| Environment | URL | Purpose |
|---|---|---|
| **UAT (Sandbox)** | `https://dashboardv2-staging.pluralonline.com` | UAT Dashboard Login |
| **Production** | `https://dashboardv2.pluralonline.com/admin/login` | Production Dashbaord Login |

> **Tip:** Always test your integration thoroughly on UAT before switching to production. See [Test card details](/test-card-details) for UAT test data.

---

## Common workflows

<div className="not-prose grid grid-cols-1 md:grid-cols-2 gap-4 my-6">
  <div className="card-grid-item">
    <div className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-3">
      <svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8" strokeLinecap="round" strokeLinejoin="round"><circle cx="11" cy="11" r="8"/><line x1="21" y1="21" x2="16.65" y2="16.65"/></svg>
    </div>
    <h3>Checking a payment status</h3>
    <p>Go to <strong>Payments</strong> → search by order ID, merchant reference, or transaction ID → click the row to view full details, timeline, and payment method.</p>
    <a href="/dashboard/payments">Learn more →</a>
  </div>
  <div className="card-grid-item">
    <div className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-3">
      <svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8" strokeLinecap="round" strokeLinejoin="round"><polyline points="1 4 1 10 7 10"/><path d="M3.51 15a9 9 0 1 0 2.13-9.36L1 10"/></svg>
    </div>
    <h3>Issuing a refund</h3>
    <p>Find the transaction in <strong>Payments</strong> → click it → select <strong>Initiate Refund</strong> → choose full or partial, enter amount, and confirm.</p>
    <a href="/dashboard/refunds">Learn more →</a>
  </div>
  <div className="card-grid-item">
    <div className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-3">
      <svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8" strokeLinecap="round" strokeLinejoin="round"><rect x="1" y="3" width="15" height="13"/><polygon points="16 8 20 8 23 11 23 16 16 16 16 8"/><circle cx="5.5" cy="18.5" r="2.5"/><circle cx="18.5" cy="18.5" r="2.5"/></svg>
    </div>
    <h3>Checking your settlements</h3>
    <p>Go to <strong>Settlements</strong> → view latest batches with amounts and UTR numbers → download the report for reconciliation.</p>
    <a href="/dashboard/settlements">Learn more →</a>
  </div>
  <div className="card-grid-item">
    <div className="inline-flex items-center justify-center w-10 h-10 rounded-lg bg-[#D0F6E5]/60 mb-3">
      <svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="#003434" strokeWidth="1.8" strokeLinecap="round" strokeLinejoin="round"><path d="M10 13a5 5 0 0 0 7.54.54l3-3a5 5 0 0 0-7.07-7.07l-1.72 1.71"/><path d="M14 11a5 5 0 0 0-7.54-.54l-3 3a5 5 0 0 0 7.07 7.07l1.71-1.71"/></svg>
    </div>
    <h3>Creating a payment link</h3>
    <p>Go to <strong>Payment Links</strong> → click <strong>Create Payment Link</strong> → enter amount, description, customer details → share via email, SMS, or WhatsApp.</p>
    <a href="/dashboard/payment-links">Learn more →</a>
  </div>
</div>

---

## Search and filter

Every section in the Dashboard supports powerful search and filtering:

| Filter type | Available in | Example |
|---|---|---|
| **Date range** | All sections | Last 7 days, custom range |
| **Status** | Payments, Refunds, Payment Links | Captured, Failed, Pending |
| **Amount range** | Payments, Refunds, Settlements | ₹100 – ₹10,000 |
| **Order ID** | Payments, Refunds | `ORD_abc123` |
| **UTR number** | Settlements, Payouts | Bank reference number |
| **Payment method** | Payments | Card, UPI, Netbanking, Wallet |

---

## Export and reports

Download transaction data from any section for reconciliation, accounting, or analysis:

1. Apply your desired filters
2. Click the **Export** button
3. Choose your format (CSV or Excel)
4. The report downloads to your device

> **Note:** Large exports may take a few moments to generate. You'll receive a notification when the file is ready.

---

## Dashboard vs API

You can perform most operations through either the Dashboard or the API. Choose based on your workflow:

| Operation | Dashboard | API |
|---|---|---|
| View transactions | ✅ Visual interface with search | ✅ [Get Order](api/orders/get-order-by-id) |
| Issue refunds | ✅ Point and click | ✅ [Create Refund](api/refunds/create-refund) |
| Create payment links | ✅ Form-based creation | ✅ [Create Payment Link](api/checkout-and-links/create-payment-link) |
| View settlements | ✅ Reports and downloads | ✅ [Get Settlements](api/settlements/get-settlements) |
| Manage settings | ✅ Dashboard only | ❌ Not available via API |
| Automate workflows | ❌ Manual only | ✅ Full automation with [Webhooks](developer-tools/webhooks) |

---

## Team access

Invite your team members with role-based access:

| Role | Access level |
|---|---|
| **Owner** | Full access to all sections and settings |
| **Admin** | Manage payments, refunds, settings, and team members |
| **Finance** | View payments, settlements, and payouts; process refunds |
| **Operations** | View payments and create payment links |
| **View only** | Read-only access to all sections |

To invite a team member:
1. Go to **Settings → Team**
2. Click **Invite Member**
3. Enter their email and select a role
4. They'll receive an invitation email to join

→ [Configure team access in Settings](/dashboard/settings)

---

## FAQ

<details>
<summary>Which browsers are supported?</summary>

The Dashboard works best on the latest versions of Chrome, Firefox, Safari, and Edge. For optimal experience, use Chrome or Firefox.
</details>

<details>
<summary>Can I access the Dashboard on mobile?</summary>

The Dashboard is optimised for desktop browsers. For quick checks on mobile, the responsive layout provides basic functionality, but full features are best accessed on desktop.
</details>

<details>
<summary>How do I switch between UAT and Production?</summary>

Your UAT and production accounts have separate login credentials. Use the UAT URL (`https://pluraluat.v2.pinepg.in`) for testing and the production URL for live operations.
</details>

<details>
<summary>Is there a way to set up notifications?</summary>

Yes. Configure [Webhooks](/developer-tools/webhooks) for real-time event notifications delivered to your server. For email alerts, check Settings → Notifications.
</details>

---