Navigating the dashboard
The nav is grouped by the question you are holding, not by feature.
| Group | Screens | The question |
|---|---|---|
| Watch | Overview, Payments | What happened? |
| Decide | Payouts, Cases, Reconciliation | What is waiting on a person? |
| Configure | Connections, Policies, Trust, Webhooks | What will the platform do next time? |
| Understand | Insights | What was any of it worth? |
| Account block | Security, Quickstart, Settings | Your own account and keys |
A Platform group appears only for platform administrators. It is read-only.
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How every screen is built
Every dashboard screen follows the same rules. Knowing them makes any screen readable.
- Ruled sections. A hairline opens each zone. The heading names what the zone is a record of.
- Facts in two columns. Label on the left, value on the right. Machine identifiers (
pi_…,con_…, hashes) are set in a monospace face because they are quoted, not written. - Status pills. Fully round, colour-coded: green for a settled good state (
ACTIVE,CAPTURED,PUBLISHED), blue for in progress (PROCESSING,DRAFT,PENDING_APPROVAL), amber for waiting or impaired (HELD,DEGRADED,OUTCOME_UNKNOWN), red for terminal failure (FAILED,REVOKED,DENIED). Full list. - Empty states say why. "No connections yet. Paste a provider test credential above…" tells you what would fill the space.
- Read back, never echoed. A list under a form is re-read from the API after you submit. If it is there, it was stored.
- Buttons that can refuse tell you first. A guarded button carries a sentence under it saying what it needs (a fresh second factor, a second approver, a permission). When the API refuses, the refusal's own guidance and reason codes are shown verbatim, with a request id you can quote.
The inline second-factor prompt
Any button guarded by step-up may be replaced by a small form headed Confirm it is you. Enter the six digits from your authenticator app and press Verify and …. The retry runs under a new idempotency key, so nothing is double-submitted. The window quoted in the sentence ("within the last 5 minutes") comes from the server's refusal, not from the screen.
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Click a numbered point on the screenshot, or in the list, to read what it is for.
Keyboard and screen readers
There is a Skip to content link at the top of every page. Controls that are not yet available stay in the tab order and report aria-disabled with their explanation, instead of vanishing. Motion is disabled when your system asks for reduced motion. The theme follows your system setting; there is no toggle.