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Dashboard

The Celar Dashboard provides an easy way for PSPs to manage customers. This is especially useful for operators who prefer manual workflows instead of using the API.

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Customer verification guidance now lives in Compliance Workflows & Endpoints. Use that page for document uploads, identity verification, and the broader KYC/KYB workflow.

1. Register a Customer​

From the Customers tab in the dashboard:

  1. Click Add Customer.
  2. Fill in the customer details and select type (individual or business).
  3. Choose a document_type based on the customer type:
    • Individual: id_card, passport, driver_license
    • Business: incorporation_certificate
  4. Click Create to save the customer.
Add Customer UIAdd Customer UI

2. Update a Customer​

To edit an existing customer:

  1. Click the three-dot menu (...) next to the customer.
  2. Select Edit.
  3. Update the customer's phone_number only.
  4. Save the changes.

If you need to update customer payment details such as wallet_address, bank_name, or account_number, use the payment-details flow instead of the customer-update endpoint.

Customer actions menuCustomer actions menu Edit Customer UIEdit Customer UI

3. Deactivate a Customer​

To deactivate a customer:

  1. Click the three-dot menu (...) next to the customer.
  2. Select Deactivate.
Deactivate customer UIDeactivate customer UI

Deactivation is irreversible. Once a customer is deactivated, they cannot be linked to new transactions.

Summary​

The dashboard allows you to:

  • Add a single customer
  • Update or deactivate customers
  • Mix manual customer management with API-based workflows

Use Compliance Workflows & Endpoints for the document upload and identity verification steps that follow customer creation.