Set up Dashboard accessPublic preview

As a SaaS platform, your connected accounts are typically the merchant of record for payments from their customers. As such, you set up their merchant configuration to accept direct payments and Stripe collects fees and losses from their Stripe balance rather than your platform. This setup means you must provide merchants on your SaaS platform with access to the Stripe Dashboard by setting the dashboard property of their Account to full. This allows your connected account to log into their Stripe Dashboard to:

• Complete their onboarding requirements.
• View and manage their finances and reports.
• Respond to disputes and issue refunds.
• Schedule their payouts.

Stripe-hosted Dashboard access allows your customers to log into Stripe using their own credentials to perform these actions. This requires no coding or website presence from you.

Next steps

When your connected account can access their Dashboard, create an onboarding link so they can provide required information to activate their account.