For the complete documentation index, see llms.txt. This page is also available as Markdown.
Managing Account Settings
The Account Settings section provides merchants with tools to manage essential account details, including user permissions and banking information. This feature ensures secure access control and streamlines financial management.
User management
The User Management page allows you to manage user permissions, access, and settings. Merchants can search by email, username, merchant number, or expiration date. Filters help refine search results based on status.
Watch the interactive walkthrough below to create users, assign roles, and manage user access.
The page also allows viewing Active Users and Invitations for better access control.
Screenshot: User management
Bank account settings
The Bank Account Settings page allows merchants to manage and update their banking details securely. This section also enables merchants to define how their bank account is used for deposits, fees, and chargebacks. Any modifications made in this section are subject to an approval process.
The Change History tab provides a record of all tracked changes made to account settings. You can review historical updates and compare modifications to previous configurations.
Watch the interactive walkthrough below to review and manage your merchant bank account settings.
Clicking the More tab displays a detailed view of the proposed changes alongside the original bank account details, allowing for easy comparison and verification.
