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:
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 Details: Business Information, Ownership Information, Account Information, Payment Methods, VAR Sheets, Partner Marketing Materials, Multifactor 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 Account Information: User Account Information.
Related pages
Click the links or items on the page to access any of the following pages: