Welcome to the Rail Management UI Quick Start Guide. This guide is designed for business users, operations teams, and anyone who wants to work with the Rail platform without writing code, using Rail's Management Dashboard.
If you're a developer looking to integrate with Rail programmatically, head over to the Developer Quick Start guide instead.
The Management UI is Rail's web-based dashboard that allows you to perform all core platform operations through a visual interface. From onboarding customers to executing money movements, you can manage your entire payments workflow without writing a single line of code.
| Capability | Description |
|---|---|
| Onboard Customers | Create and process applications for individuals and corporations |
| Manage Accounts | Open fiat and crypto accounts, view balances and transactions |
| Move Money | Execute deposits, withdrawals, transfers, and currency exchanges |
| Configure Counterparties | Set up external accounts for sending and receiving funds |
| Monitor Activity | Review transactions, track payment status, and download receipts |
Follow these guides in order to get up and running:
Start here to onboard your first customer. Learn how to:
- Create new applications for individuals or corporations
- Navigate the onboarding workflow
- Share application links with your clients
- Track application status through approval
Once your application is approved, manage your customers:
- View customer profiles and status
- Open additional accounts
- Add counterparties for external transfers
- Update customer status (active, frozen, closed)
Understand how accounts work on Rail:
- Open fiat and crypto deposit accounts
- View account balances and transaction history
- Understand products and supported asset types
Execute financial operations:
- Deposits – Receive funds from external sources
- Withdrawals – Send funds to external accounts
- Transfers – Move funds between Rail accounts
- Exchanges – Convert between fiat and crypto
Configure external accounts:
- Set up fiat bank accounts (US, EU, international)
- Add crypto wallet addresses
- Link accounts for ACH pull operations
Before diving in, familiarize yourself with these core concepts:
- Customer – An individual or corporation that holds accounts on Rail
- Account – A record that holds a single asset type (USD, ETH, USDC, etc.)
- Counterparty – An external account used for deposits and withdrawals
- Product – Defines the account type and behavior (Fiat Deposit, Crypto Deposit, Crypto Payment)
For deeper explanations, visit the Concepts section.
- Operations Support: Check the Support Desk guide for handling RFIs and compliance requests
- Payment Timelines: Review Payment Timelines to understand processing times
- API Documentation: For programmatic access, see our API Docs
Ready to get started? Begin with Applications to onboard your first customer.