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.

1. Register a Customer

From the Customers tab in the dashboard:

1. Click “Add Customer”.

2. Fill in details customer details then 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. Proceed to upload compliance documents for that customer.

5. Click Create to save the customer.

2. Update a Customer

To edit an existing customer:

1. Click the three-dot menu (…) next to the customer.

2. Select Edit.
3. Update fields allowed which are name, email, address, wallet_address, document_type, verification_document, incorporation_certificate.
4. You can also upload compliance documents here.

3. Deactivate a Customer

To deactivate a customer:

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

⚠️ 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.
• Upload compliance documents at user creation or updating users.

This provides full flexibility: PSPs can mix API workflows with manual dashboard workflows, depending on their operational needs.