Welcome to payever! This guide will give you an overview of the payever Dashboard, the central hub from which you access the payever apps that will help you manage your payment options and transactions.
To access your dashboard, you must first register on the platform. If you are a business owner, or the dedicated payment manager of your company, you will most likely have to register as a business owner which creates a new company. If you are an employee of an existing company on the payever platform, you must be invited by a business owner or an admin. Please find how to proceed from there in the guide to register as an employee.
If you have any questions about the registration on the platform or how to navigate the payever dashboard, feel free to reach out to support@payever.de.
Step 1: Install an application
You can get started by installing additional applications to support your business. Click on Edit in the Business Apps section on your dashboard (the location of this section may defer from user to user) or press Business in the top left corner to see the available applications.
Click on Apps to see which applications are not yet installed.
Install any app you would like to configure by clicking on the grey toggle switch. The app is installed when the toggle switch turns from grey to blue.
Click on Done to go back. All applications that are installed will appear under the section Business Apps.
Note: When you install an application, its widget will automatically appear on the dashboard
Step 2: Configure your dashboard
To configure your dashboard click Edit in the Business Apps widget.
On the Apps tab in the edit window you can install and uninstall applications by clicking on the toggle switch.
On the widgets tab you can customize which widgets you want to see on your dashboard by adding or deleting them.
Step 3. More useful features
In the top right hand corner you will find the Settings and Search buttons and a dropdown with additional features.
The Settings button grant you quick access to your business settings, where you can find your employee management, business details and general settings.
The Search button lets you search your payever account for e.g. different businesses or transactions. The search is made based on the applications you currently have installed and will categorize the items accordingly.
The dropdown menu allows you to switch profile between your different businesses, add personal information, add a new business to your account or contact our customer support team.