> ## Documentation Index
> Fetch the complete documentation index at: https://developers.kotanipay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accessing the Dashboard

> How to log in to the Kotani Pay dashboard, reset your password via OTP, and navigate the interface

The Kotani Pay dashboard is your control center for monitoring transactions, managing wallets, viewing balances, and configuring your integration. It lives at [backoffice.kotanipay.com](https://backoffice.kotanipay.com).

***

## Logging In

The dashboard uses **email and password** authentication. Go to [backoffice.kotanipay.com](https://backoffice.kotanipay.com), enter your registered email and password, and click **Sign In**.

<img src="https://mintcdn.com/queryhub/vVgdzBgVxpC51Uc9/images/dashboard/login-screen.png?fit=max&auto=format&n=vVgdzBgVxpC51Uc9&q=85&s=970c7d5f6b33a607757bbd1abe4c241a" alt="Dashboard login screen with email and password fields" width="1906" height="896" data-path="images/dashboard/login-screen.png" />

<Note>
  Your dashboard login is separate from the API authentication flow. The dashboard uses email + password. The API uses a magic link sent to your email — see [API Keys](/v3/getting-started/api-keys) for that flow.
</Note>

***

## Choosing Your Environment

On your **first login**, before the main dashboard loads, you'll see an environment gate asking which environment to work in.

<Frame>
  <img src="https://mintcdn.com/queryhub/GbDqmiZkAnygMhMx/images/dashboard/environment-gate.png?fit=max&auto=format&n=GbDqmiZkAnygMhMx&q=85&s=90b78f653cbe3f36ec85725e22ba8394" alt="Environment gate shown on first login — choose Sandbox or Production" width="1735" height="863" data-path="images/dashboard/environment-gate.png" />
</Frame>

Select **Sandbox** to work with test data, or **Production** if your account has been provisioned for live transactions. You can switch at any time using the **environment selector in the top right** of the dashboard.

<Frame>
  <img src="https://mintcdn.com/queryhub/GbDqmiZkAnygMhMx/images/dashboard/environment-selector.png?fit=max&auto=format&n=GbDqmiZkAnygMhMx&q=85&s=3611abdc7d61257b65a6d5c150fb234e" alt="Environment selector in the top right of the dashboard" width="1879" height="849" data-path="images/dashboard/environment-selector.png" />
</Frame>

<Warning>
  Sandbox and production are completely isolated. Transactions, API keys, wallets, and customers do not cross between environments.
</Warning>

***

## First-Time Login / Setting Your Password

If your account was just created and you haven't set a password yet, use the **Forgot Password** flow below to set one. Your account email is your registered integrator email.

***

## Forgot Password

If you don't have a password or can't remember it:

<Steps>
  <Step title="Click 'Forgot Password'">
    On the login page, click the **Forgot Password** link.

    <img src="https://mintcdn.com/queryhub/vVgdzBgVxpC51Uc9/images/dashboard/forgot-password-link.png?fit=max&auto=format&n=vVgdzBgVxpC51Uc9&q=85&s=a9d7e355fa635c88844534ba9090186c" alt="Forgot password link on the login page" width="1866" height="871" data-path="images/dashboard/forgot-password-link.png" />
  </Step>

  <Step title="Enter your email address">
    Enter your registered integrator email and submit. A **6-digit OTP** is sent to that email address. The code expires in **10 minutes**.

    <img src="https://mintcdn.com/queryhub/vVgdzBgVxpC51Uc9/images/dashboard/forgot-password-email-entry.png?fit=max&auto=format&n=vVgdzBgVxpC51Uc9&q=85&s=281e6855956bec11ab9a64220bea425c" alt="Enter email to receive OTP" width="1896" height="888" data-path="images/dashboard/forgot-password-email-entry.png" />
  </Step>

  <Step title="Check your inbox for the OTP">
    Look for an email from Kotani Pay with your one-time password. Check spam if you don't see it within a minute.

    <img src="https://mintcdn.com/queryhub/vVgdzBgVxpC51Uc9/images/dashboard/otp-email.png?fit=max&auto=format&n=vVgdzBgVxpC51Uc9&q=85&s=1f8af1965741841342d150ac54b1060a" alt="OTP email from Kotani Pay showing the 6-digit code" width="1891" height="924" data-path="images/dashboard/otp-email.png" />

    <Warning>
      The OTP is valid for **10 minutes** only. If it expires, repeat the process to get a new one.
    </Warning>
  </Step>

  <Step title="Enter the OTP and set your new password">
    Back on the dashboard, enter the 6-digit code along with your new password (and confirmation). Submit to save.

    <img src="https://mintcdn.com/queryhub/vVgdzBgVxpC51Uc9/images/dashboard/otp-password-entry.png?fit=max&auto=format&n=vVgdzBgVxpC51Uc9&q=85&s=6839e95c55e9f6a9a76ee0d5aa284578" alt="Form to enter OTP and set new password" width="1899" height="919" data-path="images/dashboard/otp-password-entry.png" />
  </Step>

  <Step title="Log in with your new password">
    Once saved, go back to the login screen and sign in with your email and the new password.
  </Step>
</Steps>

<Tip>
  If you don't receive the OTP email, check your spam folder or contact [support@kotanipay.com](mailto:support@kotanipay.com).
</Tip>

***

## Dashboard Overview

After logging in, you'll see the main dashboard. The **left sidebar** is your primary navigation.

<img src="https://mintcdn.com/queryhub/vVgdzBgVxpC51Uc9/images/dashboard/dashboard-overview.png?fit=max&auto=format&n=vVgdzBgVxpC51Uc9&q=85&s=15574b442c35d6311027e5c67844e90a" alt="Dashboard home with left sidebar navigation" width="1915" height="950" data-path="images/dashboard/dashboard-overview.png" />

| Section                  | What You Can Do                                                      |
| ------------------------ | -------------------------------------------------------------------- |
| **Collections**          | Browse and search all deposit/collection transactions                |
| **Onramp Transactions**  | Fiat-to-crypto transaction history                                   |
| **Payment Links**        | Create and manage hosted payment links                               |
| **Payouts**              | Browse and search all withdrawal/disbursement transactions           |
| **Offramp Transactions** | Crypto-to-fiat transaction history                                   |
| **Bulk Payments**        | Upload and manage bulk disbursement batches                          |
| **Customers**            | Create and manage mobile money customer profiles                     |
| **Wallets**              | View deposit and payout balances per currency, transfer between them |
| **Crypto Wallets**       | View crypto balances per chain                                       |
| **API Keys**             | Generate and manage API keys                                         |
| **Settings**             | Webhook URLs, account details, and configuration                     |
| **Users**                | Invite and manage team members who have dashboard access             |
| **Roles & Permissions**  | Define roles and assign permissions to dashboard users               |

***

## Country & Currency Filter

In the **top-right corner** of the dashboard, there is a **country and currency selector**. This filters all transaction lists and balance views to show only records for that country/currency combination.

<img src="https://mintcdn.com/queryhub/vVgdzBgVxpC51Uc9/images/dashboard/country-currency-selector.png?fit=max&auto=format&n=vVgdzBgVxpC51Uc9&q=85&s=7cf251c0cd62d378db3a2a5e95ee6480" alt="Country and currency selector in the top-right corner of the dashboard" width="1919" height="950" data-path="images/dashboard/country-currency-selector.png" />

For example, selecting **Kenya / KES** shows only KES transactions and the KES fiat wallet. If you operate in multiple countries, switch between them here to see the full picture.

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Generate API Keys" icon="key" href="/v3/getting-started/api-keys">
    Set up API keys to authenticate your server-side integration
  </Card>

  <Card title="Balances & Settlement" icon="wallet" href="/v3/essentials/balances-and-settlement">
    Understand deposit vs payout balances and how to settle funds
  </Card>
</CardGroup>
