# Manage Business

## Overview&#x20;

DOKU Dashboard is an online management portal that enables businesses to manage and monitor their DOKU-powered payment operations in one place. Through the dashboard, businesses can view real-time transaction data, manage payouts and refunds, track revenue, handle customer disputes, configure payment methods, generate financial reports, and set up integrations or API keys. There are plenty of ways you can manage your Business Account using DOKU Dashboard.

1. [Manage Team Members](https://docs.doku.com/get-started/manage-business/manage-team-members)
2. [Activate Services](https://docs.doku.com/get-started/manage-business/activate-services)
3. [Manage Payment Methods](https://docs.doku.com/get-started/manage-business/manage-payment-methods)
4. [Set Up Integration](https://docs.doku.com/get-started/manage-business/set-up-integration)
5. [Manage Finances](https://docs.doku.com/get-started/manage-business/manage-finances)
6. [Manage Reports](https://docs.doku.com/get-started/manage-business/manage-reports)
7. [Manage Operations](https://docs.doku.com/get-started/manage-business/manage-operations)
8. [Manage Customers](https://docs.doku.com/get-started/manage-business/manage-customers)
9. [Set Up a Promo](https://docs.doku.com/get-started/manage-business/set-up-a-promo)
10. [Manage Multiple Brands](https://docs.doku.com/get-started/manage-business/manage-multiple-brands)
11. [Update Business Data](https://docs.doku.com/get-started/manage-business/update-business-data)

***

## Account Information

You may find plenty of information in DOKU Dashboard that you may not be familiar with. In this section, you will learn all the information that is shown in DOKU Dashboard.

### My User Account Information

Your User Account Information can be found on **User Profile** page.

* **Name** - The registered name of your User Account.
* **Email ID** - The registered email address of your User Account.
* **Phone Number** - The registered phone number of your User Account.
* **Account Password** - The password that is used to register for your User Account.

### My Business Account Information

Your Business Account Information can be found on **Business Info** page.

* **Business ID (Business Client ID)** - The registered ID of your Business Account. (e.g. BSN-1234-123456789)
* **Business Name -** The registered name of your Business entity (e.g., DOKU Private Limited)

### My Brand Information

Your Brand Account Information can be found on **Business Info** page.

* **Brand ID** **(Client ID)** - The registered ID of your Brand Account. (e.g. BRN/MCH/OCO-1234-123456789)
* **Brand Name** - The registered name of your Brand (e.g., DOKU)&#x20;
* **Secret Key** - The private credentials of your Brand Account that is used for technical integration.
* **DOKU Public Key** - The public credentials of your Brand Account by DOKU that is used for technical integration.
* **Merchant Public Key** - The public credentials of your Brand Account by the Merchant that is used for technical integration.

***

## FAQ

<details>

<summary>Can I give dashboard access to my team?</summary>

Yes, you can invite as many team members as you like to access your DOKU Dashboard. Please follow the the guide on [#invite-team-members](https://docs.doku.com/get-started/manage-team-members#invite-team-members "mention").

</details>

<details>

<summary>What is the access level and permission for each role in team management?</summary>

Access level and permission for each role can be found on [#member-roles-and-permissions](https://docs.doku.com/get-started/manage-team-members#member-roles-and-permissions "mention").&#x20;

As an Admin, you can edit the roles of your team members.&#x20;

</details>

<details>

<summary>How to switch the language of the dashboard?</summary>

DOKU Dashboard supports two languages: Indonesian and English. You can switch between the two languages by following the steps below:

1. Log in to [DOKU Dashboard](https://dashboard.doku.com/bo/login?utm_source=docs), and then access the side navigation bar
2. Click the ellipsis icon **( ⋮ )** next to your name
3. Switch the language based on your preference.

</details>

<details>

<summary>Why are some of the menus missing from the side navigation bar?</summary>

Menus may be missing due to the access level of your user account. Please ensure that your team member is assigned to the correct role to be able to access the appropriate pages.

Visit [#member-roles-and-permissions](https://docs.doku.com/get-started/manage-team-members#member-roles-and-permissions "mention") to learn the access level for each role.

</details>

<details>

<summary>Why are the button names in the documentation different from those on my dashboard?</summary>

This discrepancy may be due to one of the following reasons:

* Your dashboard is set to a different language than the one used in the documentation.
* The documentation is currently being updated. If you notice outdated information in our documentation, please let us know so we can ensure it is corrected.

</details>

<details>

<summary>How do I check my Business Account type?</summary>

You can check your Business Account Type directly from your DOKU Dashboard by following these steps:

1. Log in to [DOKU Dashboard](https://dashboard.doku.com/bo/account/business?utm_source=docs), and then access the side navigation bar
2. Select **Settings** from the menu
3. **Settings** page will appear. Under **Account** section, select **Business Info**
4. Under the **Company** tab, check the field that is displayed next to your **Company Name**. The account type is shown based on what appears in that field:
   1. Personal: Personal or *Perseorangan*
   2. Corporate: PT, BLU, BUMN, CV, Cooperation, Firm, Foundation, Legal Entity Association, PP, or PTN-BH, UD.
   3. International: Pte Ltd, Pvt Ltd, Corporation, Inc., LLC, LLP, Ltd, PLC, Sdn, Sdn Bhd, or Bhd.

</details>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.doku.com/get-started/manage-business.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
