Knowledge base
User guide for merchants using the Porsa Admin Portal.
Getting Started
Getting Started — Account setup and first steps
Onboarding — Complete the onboarding checklist
Daily Operations
Dashboard — Understand your business at a glance
Global Search — Find anything across your store
Products & Catalog
Managing Products — Create, edit, and organize products
Product Pages — Add content pages to products
Course Assets — Upload and manage course materials
Customers
Managing Customers — View and manage your customers
Customer Details — Customer profiles and history
Orders
Managing Orders — List view, board view, states, and notes
Sales & Payments
Viewing Payments — Monitor payment activity
Payment Links — Create shareable payment URLs
Balance & Fees — Understand your balance and platform fees
Refunds & Disputes — Handle refunds and customer disputes
Payouts
Requesting Payouts — Withdraw your earnings
Payout Accounts — Set up bank and mobile money accounts
StoreFront
Themes — Choose and customize your theme
Collections — Group your products and make them browsable
Pages — Create and manage store pages
SEO — Optimize for search engines
Settings
Project Details — Configure your project
Public Details — Information shown to customers
Team Management — Invite and manage team members
Roles & Permissions — Control who can do what
Payment Methods — Enable payment providers
Order Settings — Configure order behavior and preferences
Branding — Logo, colors, and visual identity
Email & SMS Reminders — Configure notification settings
Payout Account Setup — Configure where you receive payments
Merchant Details — Manage your merchant profile information
Projects — Manage your projects
KYC Compliance — Identity verification and compliance requirements
End-to-End Guides
Your First Sale — Complete walkthrough from setup to sale
Accepting Payments — Set up and test payment methods
Managing Your Team — Invite members and assign roles
Going Live — Checklist before launching