# Digital River Dashboard quick start guide

Welcome to the Digital River Dashboard Quick Start Guide! This guide will walk you through the essential steps to access and use your Digital River account efficiently. By following these instructions, you can navigate the platform and make the most of its features quickly. Let's get started!

You can access and use your account in six easy steps.

{% stepper %}
{% step %}

## Request a Digital River Dashboard account

1. Go to the [Solution Center](https://solutioncenter.digitalriver.com/public_csm).
2. Click **Log in** and provide your user credentials by completing the required fields and clicking **Submit**.
3. Click **Create Case**. The Create Case page will appear.
4. Complete the fields and click submit. We recommend including "Digital River Dashboard access" in the **Subject** and **Description** fields.
   {% endstep %}

{% step %}

## Activate your account

After Digital River provisions your account, you receive an activation email. Click the **Activate your Digital River Dashboard account** link.&#x20;

<div align="left"><figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FDffcriR8j5i3FDWrTnaA%2F2%20DRDB%20cactivate%20email.png?alt=media&#x26;token=b02b1bf0-7242-4ea9-9837-a9be45550c94" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

## Complete your sign-up

Provide your email address and set up your password as requested to complete your sign-up. Click **Complete account activation**.

Providing your mobile phone number during the setup process is essential. It will allow you to receive password reset requests directly on your phone, enhancing the security of your account. Providing your number also ensures you can quickly regain access if you [forget your password](https://docs.digitalriver.com/digital-river-api/administration/dashboard/reset-your-password). You should complete this step after your initial sign-up.

<figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FTvlMCJmofNcHasAISTRN%2F3%20DRDB%20complete%20signup.png?alt=media&#x26;token=37ada0c7-2ea5-4818-b512-860c535bdace" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Upon activating a new Digital River Dashboard account, it may take up to two business days for all your payment methods to be available for use. The payment methods available on a new test account will include all those marked as supported in the [test environment](https://docs.digitalriver.com/digital-river-api/payments/testing-scenarios) as noted in [Supported payment methods](https://docs.digitalriver.com/digital-river-api/payments/payment-integrations-1/drop-in#supported-payment-methods).
{% endhint %}

You can also [add a mobile phone number](https://docs.digitalriver.com/digital-river-api/administration/dashboard/profile-settings/updating-your-phone-number) to your **Profile settings**.
{% endstep %}

{% step %}

## Sign in to the Digital River Dashboard

To sign in to [Digital River Dashboard](https://dashboard.digitalriver.com/login), enter your email address and click **Next**. Confirm the email address you are using is correct. If it's not, click **Not you**, enter your email address in the field, and click **Next** to return to the Login screen.

<div align="left"><figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2Fywx5WgIvg8waQ1uVuR5Z%2F6%20DRDB%20new%20account%20signin.png?alt=media&#x26;token=c48f1bd2-1579-41c6-a439-6af82545944a" alt=""><figcaption></figcaption></figure></div>

Enter your password and click **Sign in**.

<div align="left"><figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2FPnLMOEcwmcsFTHKaBO4L%2F7%20DRDB%20new%20account%20signin%20pw.png?alt=media&#x26;token=8bc704ce-0891-4486-9403-07dec30580c7" alt=""><figcaption></figcaption></figure></div>

Follow the MFA prompts (SMS or Google Authenticator) to validate your user account.
{% endstep %}

{% step %}

## Choose an account

Once you sign in, the Digital River Dashboard will display your account's landing page (your assigned role determines the landing page, such as User Manager or Finance Manager; see [Account access](https://docs.digitalriver.com/digital-river-api/administration/dashboard/account/account-access)). If you can access multiple accounts (see [Account](https://docs.digitalriver.com/digital-river-api/administration/dashboard/account) for more information), you must choose an account to administer and click **Select**.

<figure><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LqH4RJfLVLuHPXuJyTZ%2Fuploads%2F9wBpJAdi3VEsJEkPiPIu%2F6%20DRDB%20QS%20new%20account%20administer.png?alt=media&#x26;token=0ce0bb2f-fcf2-4073-adbd-61225baddf35" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

## Review or edit profile settings

View and manage your [Profile settings](https://docs.digitalriver.com/digital-river-api/administration/profile-settings/viewing-your-personal-information#profile-settings) by clicking your name in the upper-right corner to open a drop-down menu.

<div align="left"><img src="https://334437993-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LqH4RJfLVLuHPXuJyTZ%2F-MbMoROYp-Ns5Ud_S5ae%2F-MbMokOkx54ihsbpqBqZ%2FProfileDropdown.png?alt=media&#x26;token=87af9604-1a61-4603-92f8-dc26eee520cf" alt=""></div>

Click **Profile settings**. You can edit settings, including [changing your password](https://docs.digitalriver.com/digital-river-api/administration/dashboard/profile-settings/changing-your-password), [updating your account recovery trusted phone number](https://docs.digitalriver.com/digital-river-api/administration/dashboard/profile-settings/updating-your-phone-number), and [enabling multi-factor authentication](https://docs.digitalriver.com/digital-river-api/administration/dashboard/profile-settings/enabling-two-factor-authentication).

{% hint style="info" %}
**Note:** The Digital River Dashboard application provides multifactor authentication (MFA) to ensure maximum security. Choose your phone number or Google Authenticator [to set up MFA](https://docs.digitalriver.com/digital-river-api/administration/dashboard/profile-settings/enabling-two-factor-authentication). If you are using both Digital River Dashboard and eCompass, you are required to set up MFA for both applications. Use the same username and password for both applications, so you only need to set up MFA once.&#x20;
{% endhint %}
{% endstep %}
{% endstepper %}
