Unification of the Customer Area into a single platform
November 14, 2023 14:58
Why are we doing this?
Currently, as platform users continue to move to our Adyen for Platforms new integration, they are making use of two different instances of the Customer Area:
Customer Area: Used to view payments, manage risk and payment methods
Balance Platform Customer Area: Used to view account holders, transfers, balance accounts, initiate transfers and manage sweep configurations
This unification is being performed in order to provide users with a single platform which will allow for improved simplicity and reduce the amount of credentials needed by users to access all required Adyen’s systems.
What will the unification entail?
The Customer Area unification will be performed by moving all functionality from the Balance Platform Customer Area to the original Customer Area, also known as the future Single Customer Area.
Once all functionality and users have been successfully transitioned to the Single Customer Area, the Balance Platform Customer Area will be deprecated from the LIVE environment.
What is the timeline for the unification of the Customer Area?
The unification of the Customer Area will be performed in stages. A description for each stage can be found below:
| Stage 1 As of January, 2024 (Exact dates TBD) | Stage 2 As of March, 2024 (Exact dates TBD) | Stage 3 1st Quarter, 2025 (Exact dates TBD) |
|---|---|---|---|
(Single) Customer Area | Replication of platform functionality with the exception of reporting, developer tools, issuing and capital. | Replication of most platforms functionality with the exception of issuing and capital. | Launch as the Single Customer Area for all users. |
Balance Platform Customer Area | All functionality remains unchanged. No access is revoked or removed. | All functionality remains unchanged. No access is revoked or removed. | Deprecation of the Balance Platform Customer Area. |
What does this change mean to you?
This transition will be performed seamlessly with second to none intervention from your side. All users with access to both Customer Areas will automatically get the same type of user roles and accesses from the Balance Platform Customer Area in the (Single) Customer Area.
As a result, these are the changes that will be visible to you during each stage:
Stage 1 (As of January, 2024, exact date pending to be defined)
User roles and access will be replicated from the Balance Platform Customer Area to the (Single) Customer Area. All tasks that would be traditionally performed in the Balance Platform Customer Area only can now also be performed in (Single) Customer Area. An overview of the existing roles used to manage your platform can be found in our docs.
This will allow users to start getting familiar and to start adopting the (Single) Customer Area. In this stage, the tasks that will be replicated from the Balance Platform Customer Area to the (Single) Customer Area are:
View account holder details, capabilities and legal entity information
View and initiate transfers
View balance accounts
View and manage sweep configurations
View your Adyen bank accounts and payment instruments
Please note that as mentioned in the timeline above, reporting and developer tools will only be available as of Stage 2.
Stage 2 (As of March, 2024, exact date pending to be defined)
(Single) Customer Area will have the exact same platform management and configuration functionality as the Balance Platform Customer Area. This includes reporting and developer tools.
Balance Platform Customer Area will remain unchanged. No access is revoked or removed.
Stage 3 (As of December, 2024, exact date pending to be defined)
Single Customer Area is launched as the only Customer Area interface for users.
Balance Platform Customer Area is deprecated for all users.