| Where | What you need |
|---|---|
| In MONEI | A MONEI account. For testing, switch the Dashboard itself to test mode and generate your test Account ID and test key there — different from the production ones. |
| In Platform | Admin role to connect, activate the action or disconnect. Editor and Viewer roles can only see the connection’s status. |
Notice — Dashboard access — an unconfirmed point
It hasn’t been possible to confirm whether access to MONEI’s Dashboard (and therefore to test mode) requires prior merchant approval or is immediate upon sign-up, as happens with Stripe. Treat it as a step with real uncertainty until a session with a real MONEI account confirms it — the test sign-up might take longer than it does with Stripe.