- Overview: the headline numbers for the selected window (payout volume, payout count, average payout size, and retention), each against the prior window.
- Payouts: create a single payout or upload a CSV of payouts in bulk, and track each one’s state through disbursement in the detail view, including the decisions recorded against it. Approving and rejecting runs through the API today.
- Beneficiaries: the address book of everyone you pay. Add a beneficiary by entering their details yourself, or invite them (individually or by CSV bulk upload) to submit their own details through a secure Cleff-hosted form. See Beneficiaries & compliance for how those invites behave.
- Transactions: the money-movement ledger, exportable as CSV for reconciliation.
- Accounts: your Cleff Account balance and details per environment.
- Settings:
- API keys: mint and rotate keys per environment; this is where the quickstart begins.
- Company: your business profile, including the verification dossier that unlocks production (Go live), and your Brand: logo, color, and email settings applied to every beneficiary-facing communication, with a live preview and a send-test-email action.
- Team: invite teammates and manage their roles. Members join by email invite; administration stays with admins.
Getting started
Using the dashboard
Everything an operations team runs from app.usecleff.com. No code required.
The dashboard at app.usecleff.com is the operator
surface for your Business (shown as your Organization). It drives the same
platform as the API: a payout created in the dashboard and a payout created
by API are the same object, visible in both places. It also carries the same
environment split; a switcher toggles between sandbox and production views.
What each area does: