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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.
To access the Settings page, click Settings in the left hand Navigation Panel.
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: