Settings (R)

The Settings page contains information about your account, including payments, business details, and user information. On this page, you can access saved information related to your account, and configure platform settings such as branding and white labeling.

Navigate to the Settings page by clicking Settings in the left hand Navigation Panel.

Partial view of the Settings page, including the Payment Settings section.

Settings Features

Click here to view the features of the Settings page.

The Settings page is divided into Payment Settings, Business Settings, and User Settings, and each section has sub-pages for specific types of settings.

Payment Settings

The Payment Settings section allows you to control fees, payment types, and other aspects of your account related to payments from merchants, including the following subsections:

Payment Settings Item Name	Sub-page Name
Fees	Fees Amount Display Formats
Credentials	Credentials Public Plaid Key Single Sign-On
Profit Share	Profit Shares
Work Flows	Work Flows
Entity Routes	Entity Routes

Business Settings

The Business Settings section allows you to control the account information that merchants have access to, marketing and branding information, and other business-related parameters, including the following subsections:

Business Settings Item Name	Sub-page Name
Business Details	Business Information Ownership Information Account Information Payment Methods VAR Sheets Partner Marketing Materials Multi-Factor Authentication Enablement
API Keys	API Keys
Whitelabel	Whitelabel Branding Color Themes Login Screen Templates Signup Forms Hosts
Terms	Terms and Conditions Terms and Conditions Types Privacy Policy Bank Disclosures
Invoices	Invoice Upload Configurations
Packages	Packages
Parameters	Parameters Setup Details

User Settings

The User Settings section allows you to control or change information related to your user account, including your business information, personal information, and banking information. The section includes the following subsections:

User Settings Item Name
User Account Information	User Account Information

Related pages

Click the links or items in the page to access any of the following pages: