> ## Documentation Index
> Fetch the complete documentation index at: https://yn-c9bb3266.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Overview

> Navigate the Yuno Dashboard to manage payments, providers, and account settings

## Overview

The Yuno Dashboard is your central hub for managing payment integrations, monitoring transactions, configuring providers, and analyzing performance. Access it at [dashboard.y.uno](https://dashboard.y.uno).

## Dashboard Sections

<div className="mdx-card-tiles">
  <CardGroup cols={2}>
    <Card title="Payments" icon="credit-card" href="/platform/dashboard/overview#payments">
      View and search all transactions, filter by status, date, and payment method.
    </Card>

    <Card title="Connections" icon="plug" href="/platform/dashboard/connections">
      Configure payment providers and processing connections.
    </Card>

    <Card title="Routing Rules" icon="route" href="/platform/dashboard/routing">
      Define how payments are routed across providers.
    </Card>

    <Card title="Risk Conditions" icon="shield" href="/platform/dashboard/risk-conditions">
      Set up fraud prevention rules and risk parameters.
    </Card>

    <Card title="Checkout Builder" icon="palette" href="/platform/dashboard/checkout-builder">
      Customize your checkout appearance visually.
    </Card>

    <Card title="Settings" icon="gear" href="/platform/dashboard/settings">
      Manage API keys, team members, and notifications.
    </Card>
  </CardGroup>
</div>

## Getting Started

<Steps>
  <Step title="Log in to the Dashboard">
    Navigate to [dashboard.y.uno](https://dashboard.y.uno) and sign in with your credentials. New accounts start in the sandbox environment.
  </Step>

  <Step title="Select your environment">
    Toggle between **Sandbox** and **Production** using the environment switcher in the top navigation bar. Each environment has separate API keys and configurations.

    <Warning>
      Changes made in sandbox do not affect production, and vice versa. Configure both environments independently.
    </Warning>
  </Step>

  <Step title="Review your API keys">
    Go to **Developers** to find your `public-api-key`, `private-secret-key`, and `account_id`. The two keys go into HTTP headers; your `account_id` goes into request bodies on endpoints that take it. See [Authentication](/getting-started/authentication).
  </Step>

  <Step title="Configure a provider">
    Navigate to **Connections** to set up at least one payment provider before processing transactions.
  </Step>
</Steps>

## Payments Section

The Payments section displays all transactions with filtering and search capabilities:

| Filter             | Options                                             |
| ------------------ | --------------------------------------------------- |
| **Status**         | Succeeded, Pending, Failed, Cancelled, Refunded     |
| **Date Range**     | Custom date picker                                  |
| **Payment Method** | Card, PIX, Bank Transfer, etc.                      |
| **Country**        | Filter by transaction country                       |
| **Provider**       | Filter by processing provider                       |
| **Search**         | By payment ID, merchant order ID, or customer email |

Click any transaction to view full details including provider response, timeline, and associated events.

## Environment Switcher

| Environment    | Purpose                             | Real Funds |
| -------------- | ----------------------------------- | ---------- |
| **Sandbox**    | Integration testing and development | No         |
| **Production** | Live payment processing             | Yes        |

<Note>
  Always test thoroughly in sandbox before enabling production. The Dashboard provides identical functionality in both environments so your workflow remains consistent.
</Note>

## Reconciliations

Access **Reconciliations** to match your payment records with provider settlement reports. See [Reconciliations](/platform/dashboard/reconciliations) for details.

## Team Management

Invite team members with role-based access under **Settings > Team**. Available roles: Admin, Developer, Viewer.