Customer Dashboard

Your Customers Dashboard provides a complete view of all your approved and pending customers on the Dakota Platform. It allows you to track customer progress, account status, and key details at a glance.

What You’ll See on the Dashboard

Each customer entry includes the following information:

• Date Created

• Customer Name

• Customer ID

• Account Type (Individual or Business)

• KYC/B Link

• Terms of Service (TOS) Status

• Account Status (e.g., Pending, Approved, Rejected)

Best Practices

We recommend regularly monitoring your Customers Dashboard—especially the Status column—to ensure all pending applications are completed and your customer base remains in good standing.