The onboarding checklist
When you first sign in, DisputeDash shows an onboarding checklist on your dashboard. It’s the fastest way to get set up — each step links straight to the page where you complete it, and the list tracks what’s done.
The steps
Section titled “The steps”The checklist adapts to your plan. Required steps must be done to finish setup; optional steps are recommended but never block you.
On every plan
Section titled “On every plan”- Verify your email (required) — confirms your email and unlocks connecting a processor.
- Create a brand (required) — a brand groups your disputes and processor accounts. Most workspaces start with one.
- Connect a payment processor (required) — this is where your disputes come from. See Integrations overview.
- Enable two-factor authentication (optional, recommended) — adds a second layer of protection to your account. See Two-factor authentication.
On paid plans
Section titled “On paid plans”Paid workspaces get two extra optional steps, because they enable richer evidence:
- Connect your store — so DisputeDash pulls order and fulfillment evidence automatically. See checkout platforms.
- Connect your support desk — so DisputeDash can attach the support history that wins friendly-fraud cases. See Zendesk.
Finishing and dismissing
Section titled “Finishing and dismissing”- The checklist is complete once every required step is done. Two-factor and the paid extras are encouraged but not required.
- You can dismiss the checklist at any time to hide it from your dashboard — you don’t have to finish it first, and any team member can dismiss it.