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  • Introduction
    • Unique features and benefits
    • Target user demographic
  • Getting Started
    • User Dashboard
  • Account Verification
    • Level 1: Unverified Account
    • Level 2: Verified Account
    • Level 3: AML Verification
    • Required Documentation for Each Level
  • Main Features
    • Issuance of Virtual and Physical Cards
    • Non-Custodial Payments and Purchases
    • Cross-Border Transfers (SWIFT, IBAN)
    • P2P Transfers
    • Currency Exchange
    • Multi-Currency Card Management
  • How to use
    • Adding and Managing Cards
    • Connecting to Decentralized Wallets
      • The Role of XFI
  • Support
    • Common Issues and Resolutions
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  1. Getting Started

User Dashboard

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Last updated 1 year ago

User Dashboard Overview

After a successful login, you'll be directed to your user dashboard. The dashboard serves as the central hub where you can access various features and functionalities of CrossFi’s app. Here's an overview of what you can expect:

  • Navigation Quickbar: Located under your account balance, you’ll see a menu with common account actions “Send”, “Top up”, and “More”.

  • Account Overview: You can view your account balances and payment cards attached to your account.

  • Profile Information: You can view and update your profile information, including your name, profile picture, and contact details.

  • Notifications: Any relevant notifications, updates, or alerts will be displayed here.

  • Recent Activity: A summary of your recent actions and activities within the application.

  • Quick Actions: Shortcuts to common tasks or frequently used features.

  • Settings: Account settings and preferences.

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