Use this path to sign in, choose the correct business, and confirm which menus your user can open.
Who can use this. Any user who can sign in. Payment actions also require the business status to be verified. The Settings menu is shown to a super admin or a user marked as an admin. Other menus depend on permissions such as dashboard, invoices.index, payment_links.index, customers.index, and subscriptions.index.
Before you start. You need the email and password for the RapidCents user. If email verification is still required, the dashboard sends you to verify your email before the menus are usable.
Steps
- Open the RapidCents sign-in page and sign in.
- If you are sent to email verification, finish that step and sign in again.
- Check the header. It shows the business DBA and email for the business you are managing.
- If that is the wrong business, open the user menu and choose Switch business.
- Use the left menu. You should see only the items your permissions allow. Virtual Terminal also requires virtual terminal to be visible for that business. Terminal appears only for a Castle terminal business. Integrations appears only when integrations are enabled.
- Open Support at the bottom of the sidebar when you need the help centre. It opens https://help.rapidcents.com.
| What you see | Meaning | What happens next |
|---|---|---|
| Dashboard | Home for the selected business. | Shows wallets you can view, and a short transaction list. |
| Switch business | Changes the business in the header. | Menus and records reload for that business. |
| Sign out | Ends the dashboard session. | You must sign in again to see records. |
| Support | Link in the sidebar. | Opens this help centre. It does not create a payment. |
After you save or submit. Nothing is charged by opening the dashboard. The business you selected is the one used for every later screen.
Example. Example only: Alex signs in and the header shows Example Cafe. Alex needs Harbor Goods instead, chooses Switch business, and then opens Transaction History. The rows belong to Harbor Goods, not Example Cafe.
Troubleshooting
- The menu is missing Invoices or Payment Links. Your user does not have that permission, or you are in the wrong business. A super admin sees the items that are not limited to a feature flag.
- You are returned to verify email. The account email is not verified yet. Payment screens stay unavailable until that finishes.
- Settings is missing. Settings is shown to a super admin or an admin user. A standard employee does not get that menu.
Related
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