For the complete documentation index, see llms.txt. This page is also available as Markdown.

Managing User and Account Settings

The Account Settings page provides you with tools to manage user access and banking information.

User management

The User Management page allows you to manage user access and permissions. You can search by email, username, merchant number, or expiration date, and filter users by status.

Use the Active Users and Invitations tabs to view current users and pending invitations. Select Add New User to add a user to the merchant account.

Screenshot: User management page

Bank account settings

The Bank Account Settings page allows you to view and update their banking information. You can specify how the bank account is used for deposits, fees, and chargebacks. Submitted banking changes require approval and can take up to 48 hours to be approved and updated in the system.

Watch the interactive walkthrough below to review and manage your merchant bank account settings.

Change History provides a record of changes made to the bank account settings. Review previous and proposed configurations to compare changes.

Screenshot: Bank account information page

Select More to view the proposed changes alongside the original bank account details for comparison.

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