From the panel you can do everything you need to manage your payments: add connections, create orchestrations, configure your checkouts, manage activity, send payment links, and much more.

🧐 Everything you can do from the panel can also be done through the API.

Company, environments and user

Before going into the details of the panel, it helps to understand how your account is organized:

• User: your personal account, identified by your email. The same user can belong to several companies.
• Company: the entity that groups the environments and manages billing. You can switch company or create a new one from your avatar menu, in the top right corner. If you have more than ten companies, the menu includes a search box by name.
• Environment: each company can have several environments, for example one for testing and one for production. Each environment has its own configuration, Connections, Orchestrations, Checkouts, activity, statistics, etc.

🧐 You can always see which environment you are in from the top left corner. From there you can also switch environment easily.

🧐 When you log back in, the panel opens the last company you had selected and, within each company, the last environment you used.

Learn how to create and manage environments in this guide.

When you are in a Test environment, you will see a blue bar at the top of the panel with the message: "Test mode active - Changes you make here will not affect your real activity."

The home page: Summary

When you open the panel you see the Summary page. You will find:

• Three cards with the metrics of the current environment: Connections (Created / Active), Orchestrations (Created / Active) and Checkouts (Created / Active).
• Quick access to Add connection and Create orchestration.
• A Sales summary with a date selector in Daily or Monthly mode, an option to compare periods, and a breakdown by currency (EUR, USD, BRL and others depending on the ones you use in your environment).

The panel menu

In the vertical bar on the left you will find all the sections of the panel, organized in blocks.

Optimization block

Here you configure how payments are processed and displayed:

• Connections: add and manage the processors and payment methods you want to use. Learn more in this guide.
• Orchestrations: create routing rules between processors through a visual canvas. Learn more in this guide.
• Checkouts: design the payment screens your customers will see and define under which conditions each one is shown. Learn more in this guide.

Management block

From here you manage everything related to payments that have already happened or are in progress:

• Activity: view and manage payments, subscriptions, authorizations, operations, confirmations and IVR calls. Learn more in this guide.
• Marketplace: manage customers and payment accounts for businesses with a marketplace model. You will only see it active if your business is configured as a marketplace. Learn more in this guide.
• Requests: create and manage payment links. Learn more in this guide.
• Statistics: view the sales and error statistics of your environment. Learn more in this guide.

Developers

Tools for the technical team:

• API Logs: view all the requests made to our API and their responses.
• Notifications: review the notifications we sent to your server and the responses you returned.
• Webhooks: configure the endpoints to which we send the notifications of your transactions. Learn more in this guide.

Learn more about the Developers section in this guide.

Settings

From here you configure the environment you are in. You will see a dashboard with direct access to ten sections:

• Environment members: manage who has access to the environment and with which role. Learn more in this guide.
• Themes: create and edit the style templates your checkouts use. Learn more in this guide.
• Integration: view your API keys and adjust the integration settings. Learn more in this guide.
• Risk lists: manage the emails, cards, BINs, IPs and other items that are blocked or marked as trusted. Learn more in this guide.
• Fraud rules: define scoring rules to assess the risk of each operation before processing it. Learn more in this guide.
• Blocked BINs: manage the card BINs blocked in your environment.
• Catalog: create and manage products, plans, taxes, shipping methods and coupons. Learn more in this guide.
• POS: configure stores, terminals and users for physical payments. Learn more in this guide.
• IVR: customize the texts of the payment-by-phone flow. Learn more in this guide.
• Error messages: customize the texts your customers see when a payment error occurs. Learn more in this guide.

Learn more about the environment settings in this guide.

Breadcrumbs

The top bar always shows where you are in the panel. At the root of a section you will see the section name (for example, Connections); when you enter an element or a subsection, the path expands: Connections › Inespay or Settings › Fraud rules. Each segment is clickable and lets you go back to the previous level without using the side menu.

Your profile and the company

In the top right corner, your avatar menu gives you access to two blocks:

Profile:

• My account: edit your first name, last name and department, and manage your credentials. Learn more in this guide.
• Language: change the panel language.

Company:

• Settings: adjust the company name and logo, or create a new one. Learn more in this guide.
• Members: manage who has access to the company's environments and the available roles. Learn more in this guide.
• Billing: view and manage billing details, invoice history and the next charge. Learn more in this guide.

Updated on: 14/10/2026