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A tour of the business dashboard

Written by Calen Support

Just approved, or still finding your way around? Let's walk the dashboard together, section by section.

Sign in at https://app.calen.finance. You may not see every item. What appears depends on your role, and on what's available on your account.

Home

Home is your starting point. It's a snapshot of the account, so you can see what's going on before you dive into a wallet or a payment.

Banking

Banking is where your currency accounts live, such as NGN, USD, GBP, EUR and CAD. Open an account to see the balance, get receiving details, send money, or download a statement.

Digital assets

Digital assets is where you'll find the stablecoin wallets enabled for your business. From here you can deposit, withdraw, convert, and look at recent stablecoin activity. We show the supported networks in the app when you deposit or withdraw.

Payouts

Payouts is where you pay suppliers and other recipients. You can send one payment. If you see a batch or payroll option in your dashboard, you can also pay several people at once.

Payments

If you see Payments in your dashboard, that's the area for tools that help you collect money, such as payment links or invoices. If you don't see it, it isn't available on your account yet.

Contacts

Contacts is your list of people and businesses you pay, or get paid by. You can save bank details and other payment methods here so you don't have to type them every time.

Client accounts

You can request access to Client accounts. We review each request, and we may or may not grant it.

If you don't have access yet, you'll be able to request it from the dashboard. If you already have it, you'll see Client accounts in the menu.

Activity

Activity is your transaction history. Open a payment to see the status, the reference, and more detail. This is also where you go when something looks late or unfamiliar, and where you can download a receipt for a payment.

Documents

Documents is where you find statements, official letters, and files you uploaded for verification.

Settings

Settings is for the people and security side of the account:

  • Security: password, two-factor authentication, PIN, and Face ID or fingerprint unlock in the app

  • Team: invite people, change roles, and remove access

  • Approvals: rules for who has to approve a payout

  • Notifications: what you hear about, and how

  • Audit logs: a record of important actions, if your role can view them

There's also a way to contact support from the dashboard, including in-app chat.

Good to know: If a section doesn't appear for you, it may be off for your account, or your role may not include it.

Quick tip: Start with Banking to get your receiving details, then Settings to invite your team and turn on 2FA.

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