Partner

The Partner Page gives partners centralized control over their white-labeled SoftPOS platform. From this page, partners can onboard merchants, configure branding and communication channels, and maintain operational oversight across their ecosystem.

This page explains what partners are responsible for, while detailed workflows are documented separately where needed.

Merchant Management

Partners can create and manage merchants under their platform.

Key capabilities include:

Creating merchant accounts
Updating merchant information
Activating or deactivating merchants
Managing merchant configurations and limits

Merchant-level daily operations and transaction activities are handled by merchants, while overall control remains with the partner.

Branch & Terminal Oversight

Partners can structure merchant operations using branches and terminals.

At a high level, partners can:

Create and manage branches representing physical or logical locations
Assign terminals to merchants or branches
Change terminal ownership between merchants under the same partner
Unbind terminals to allow reconnection to other devices

Detailed configuration and operational steps are documented in the *Branch Management* and Terminal Management pages.

Platform Visibility & Insights

Partners have visibility across all merchants on their platform, enabling them to:

Monitor overall transaction performance
Identify trends across merchants
Support merchants using aggregated insights

Transaction filtering, exporting, and reporting details are available in Reports & Transactions, while financial balancing processes are explained in Reconciliation.

Communication Channels Configuration

Partners control how system notifications are delivered across their platform.

This includes:

Configuring email delivery using SMTP
Enabling SMS delivery through supported providers
Enabling WhatsApp notifications
Testing message delivery before enabling production use

Provider-specific fields and testing steps are detailed in Email, SMS & WhatsApp Configuration.

White-Label Branding & Theme Configuration

Partners can fully brand the SoftPOS dashboard and experience to match their identity.

Branding capabilities include:

Defining primary and secondary colors
Customizing sidebar and icon colors
Supporting both light and dark modes
Uploading branding assets such as logos and UI images

Detailed branding options and image management are explained in Theme Configuration.

APK Customizer

Partners can generate a fully branded SoftPOS Android application (APK) for their platform.

Using the APK Customizer, partners can:

Define the application name
Set partner identifiers
Customize primary and text colors
Upload partner logo and launcher icon
Apply branding to the login and splash screens

After completing the configuration, partners can build and download the customized APK, ready for distribution to merchants.

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You will find a detailed Documentation from here : APK Customizer

Checkout Templates

Partners can customize the checkout user interface used across integrations.

Checkout templates allow partners to:

Choose from multiple predefined checkout designs
Preview checkout layouts before selection
Assign templates per integration or use case

This ensures a consistent and branded checkout experience across different payment flows.

Access Control & Token Management

Partners manage authentication mechanisms used by integrations, users, and terminals.

This includes:

Generating and disabling API tokens
Managing SDK tokens for terminals and users
Controlling token scope and expiration

Full token lifecycle details are available in Token Management.

Integrations & Automation

Partners can integrate external systems and automate workflows using webhooks.

Webhooks allow real-time delivery of system events to external endpoints, supporting automated processing and synchronization with third-party systems.

Configuration, delivery behavior, and monitoring are detailed in the Webhook section.

Monitoring & Logs

Partners can review system activity and security events through logs.

Available logs include:

Login activity logs
Audit logs for system actions
Threat and error logs related to API or SDK usage

Log filtering and investigation details are documented in the Logs page.

Dashboard Partner Guide

To support your use of the EdfaPay SoftPOS Production Dashboard, we provide a comprehensive user guide in English. The guide includes step-by-step instructions, screenshots, and templates to help you maximize the dashboard’s features.

Language	Download Link
English	SoftPOS Dashboard Guide

These guides provide detailed instructions on how to:

Navigate and customize the Dashboard Overview

Generate, save, and download custom reports

Manage transactions and perform reconciliations

Add and configure branches, users, and terminals

Upload multiple terminals using the Excel template

Update account and profile settings