Manage Business

Use DOKU Dashboard to manage your Business Account

Overview

There are plenty of ways you can manage your Business Account using DOKU Dashboard.

1. Manage Team Members

2. Activate Services

3. Manage Payment Methods

4. Set Up Integration

5. Manage Finances

6. Manage Reports

7. Manage Operations

8. Manage Customers

9. Set Up a Promo

10. Manage Multiple Brands

11. Update Business Data

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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 - The registered ID of your Business Account.

• 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.

• Brand Name - The registered name of your Brand (e.g., DOKU)

• 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.

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FAQ

Can I give dashboard access to my team?

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.

What is the access level and permission for each role in team management?

Access level and permission for each role can be found on Member Roles and Permissions.

As an Admin, you can edit the roles of your team members.

How to switch the language of the dashboard?

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, and then access the side navigation bar

2. Click the ellipsis icon next to your name

3. Switch the language based on your preference.

Why are some of the menus missing from the side navigation bar?

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 to learn the access level for each role.

Why are the button names in the documentation different from those on my dashboard?

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.