Unification of the Customer Area into a single platform

Why are we doing this?

Currently, as platform users continue to move to our Adyen for Platforms new integration and also make use of our Financial Products, 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 or manage their Adyen issued cards, capital grants or bank accounts.

The goal of the unification is to make sure that users have one single platform where they can view and manage all necessary information to run their business, no matter what Adyen products they use. This means improved simplicity, reducing the amount of credentials needed by users to access all required Adyen’s systems and the confusion regarding when to use which Customer Area.

What will the unification entail?

The Customer Area unification was 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:

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. For platforms upgrading from the classic platform to balance platform, users will also get the equivalent of their old Marketplace roles.

If a user had one of the Marketplace roles in the left column, they received the equivalent Balance role in the right column:

Stage 1 (Completed, as of January, 2024)

• 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 (Completed, as of August, 2024)

• (Single) Customer Area will have the exact same platform management and configuration functionality as the Balance Platform Customer Area. This includes reporting, API credentials, and webhooks pages as well as the pages required for Financial Products:

  • Payment instruments (Adyen cards and bank accounts)

  • Transaction rules

  • Capital overview

  • Issuing disputes

• Balance Platform Customer Area will remain unchanged. No access is revoked or removed.

• User roles replication repeated: We once again looked at users that had an account in both the Customer Area and Balance Platform Customer Area and made sure to copy their roles from Balance Platform Customer Area to their Customer Area user.

Stage 3 (As of H1, 2025)

• Single Customer Area is launched as the only Customer Area interface for users.

• Balance Platform Customer Area is deprecated for all users.

Where can I find other useful information about this change?

• How to create and manage users and roles in the Customer Area?

• What are existing roles used to manage your platform?