Overview and Getting Started
What is the B2B Payments App and how do I sign in?
Looking for the developer dashboard?For API keys, webhooks, sandbox configuration, and KYB monitoring, see the Partner Portal.
Overview
The B2B Payments App is a web application for moving money. View every Account and balance in one place, send payments to people or businesses, receive payments by sharing bank or wallet details, convert between currencies and stablecoins, and review every transaction. The app runs in the browser — no installation required.
Sidebar
The left sidebar is the primary navigation. It contains five sections:
| Sidebar link | Purpose |
|---|---|
| Home | Dashboard — balances at a glance, Quick Actions, and recent activity |
| Accounts | All Accounts (Cash and Wallets), and the conversion panel for moving between currencies |
| Send | The Contacts list and the entry point for sending a payment |
| Receive | Bank and wallet details for receiving payments |
| Transactions | The full history of payments and conversions |
Collapse the sidebar to icon-only mode to free up screen space. Hover over the collapsed sidebar to expand it temporarily.
Sign in
Sign-in is email-based. Your administrator sends a sign-in link tied to a specific email address. The exact prompts depend on your company's configuration — a password, an emailed code, or another secure method. The Home page loads on successful sign-in.
Prerequisites
- A sign-in link from your administrator
- The email address used in the invitation
Notes
- Sessions time out. Inactivity ends the session and requires a fresh sign-in.
- Sign-in failures are typically email-related. Confirm the email address matches the one your administrator used to invite you.
- Sign out from the sidebar or user menu when finished — recommended on shared computers.
Workspace picker
Some Partners belong to more than one company on Cybrid. When this applies, a workspace picker appears immediately after sign-in. Pick the company to work in for that session.
Prerequisites
- Access to at least one workspace, granted by your administrator
Notes
- Each workspace is fully isolated. Accounts, Contacts, and transactions in one workspace do not appear in another.
- You can occupy only one workspace per session. Sign out and sign back in to switch — the picker reappears.
- No picker means you have access to one workspace. Expected behavior — the Home page loads directly.
- A missing workspace means access has not been granted. Ask your administrator.
Themes
The app supports light mode and dark mode. Press Alt + T anywhere in the app to toggle. The
selection persists across sessions and defaults to the system preference on first use.
General notes
- Payments cannot be reversed after confirmation. Verify the recipient and amount on the Review screen before confirming.
- The Transactions list does not auto-refresh. Refresh the page to load new activity. This applies to the Transactions page, the Recent Transactions panel on Home, and balances on Accounts.
- Balances load on page load. Refresh the page after a recent transaction to update a stale balance.
Related resources
- Home page — the Home dashboard
- B2B App FAQ — common sign-in and session questions
Updated 21 days ago