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About This Guide

This section describes this guide and where to find further information.
Audience and Purpose
This guide is intended for merchants on the Visa Acceptance platform.
Conventions
This statement appears in this document:
An
Important
 statement contains information essential to successfully completing a task or learning a concept.
This guide instructs you on the introductory processes and best practices for the partner platform, and it provides you with the core processes necessary to use it effectively. It also contains training on the tools and systems designed specifically for partner workflows, such as how to view and modify your profile details, business information, payment settings, users' roles and permissions, and API integrations, and describes additional platform processes and features.

Recent Revisions to This Guide

26.04.08

Previous platform Version.
Original platform interface systems documentation.

26.05.26

Current platform Version.
Updated documentation content for the platform's release.

Introduction to Settings

The Settings dashboard is your central hub for managing your account, business information, users, and integrations.
Welcome to the Settings User Guide for Visa Acceptance Solution for SMB! The Settings dashboard is your central hub for managing your account, business information, users, and integrations. This guide will help you navigate and utilize all the features available in Settings.

What is Settings?

Settings is a comprehensive management area where you can:
Manage your profile.
Update your personal information, password, and preferences.
Configure business details.
Set up your business contact information and branding.
Control payment preferences.
Choose your default currency for transactions.
Administer users
Add, edit, and manage user accounts and permissions.
Handle integrations
Generate and manage API keys for system integrations.

Settings Dashboard Overview

The Settings dashboard is organized into four main categories:
Personal
My profile
Manage your password, contact info, time zone, and username.
Account Management
My business
Update business name, address, phone, website, and logo.
Payments
Configure accepted methods, currency, and transaction type.
System Administration
User management
Add or manage your users and their permissions.
Technical
Integrations
Manage API keys for system integrations.

Important: User Permissions

Some settings can require specific user permissions to access or modify. If you cannot see or edit certain settings, contact your account administrator to verify your user role and permissions.

Settings Overview

This guide will help you use features available in the Settings dashboard.

What is the Settings Dashboard?

Manage the features through the settings dashboard:
  • Your profile:
     Update your personal information, password, and preferences.
  • Business details:
     Set up your business contact information and branding.
  • Payment preferences:
     Choose your default currency for transactions.
  • User accounts:
     Add, edit, and manage user accounts and permissions.
  • Integrations:
     Generate and manage API keys for system integrations.
The Settings dashboard is organized into four main categories:
Personal
My profile:
 Manage your password, contact info, time zone, and username.
Account Management
My business:
 Update your business name, address, phone number, website, and logo.
Payments:
 Configure accepted payment methods, currency, and transaction type.
System Administration
User management:
 Add or manage your users and their permissions.
Technical
Integrations:
 Create and manage API keys for system integrations.

User Permissions

Some settings require specific user permissions in order to access or modify them. If you cannot see or edit certain settings, contact your account administrator to verify your user role and permissions.

Your Account Settings

Follow these steps to access your account:
  1. Log in to your account.
  2. Click the Settings icon ( ) in the navigation menu. The dashboard displays all available Settings for your account within the section tabs.

My Profile Overview

The My Profile section allows you to manage your personal account information, including your name, password, email address, mobile number, and timezone preferences.
Keeping your profile information up-to-date ensures you receive important notifications and can access your account securely.

Profile Information Overview

Your profile page displays:
Name
Your first and last name with an edit icon (✏).
Email address
Your email with verification status and edit icon.
Mobile number
Your phone number with verification status and edit icon.
Preferences
Your timezone setting.
Change password
Button to update your password.
Your email and mobile number will show either a green "Verified" badge or an orange "Not verified" badge. Verified contact information is important for account security and receiving notifications.

Password Requirements

Your new password must meet these requirements:
  • Be 12-25 characters long.
  • Cannot contain your username or organization ID.
  • Must include both uppercase and lowercase letters.
  • Must include at least one number.
  • Must include at least one special character: ( ) . - _ # , ; / @ $ : & ! ? %.
  • No other special characters are accepted.

Timezone Preferences

Your timezone setting affects:
  • How transaction times are displayed in reports.
  • When scheduled payments are processed.
  • Timestamps on notifications and emails.
  • Date/time displays throughout the platform.
Make sure to select the timezone where your business operates for accurate reporting.

Email and Mobile Verification

When you update your email address or mobile number, you must complete the verification process for the change to take effect.
If you do not receive the verification code:
  • For email: Check your spam/junk folder and verify the address was entered correctly.
  • For mobile: Verify your phone number was entered correctly with country code and that your phone can receive SMS messages.
  • Use the resend code option if available.
If you do not complete verification, your contact information will show as "Not verified" and the change will not be finalized.

Accessing Profile Settings from Settings Dashboard

Access your personal profile settings from the Settings Dashboard.
  1. Click
    Settings
     in the left navigation menu.
  2. Click the
    My profile
     card in the Personal section.

Accessing Profile from User Menu

Access your personal profile directly from the User Menu.
  1. Click on your profile name and avatar in the top-right corner (or bottom-left corner).

    Step Result

    Your profile page will open directly.

Edit Your Profile Name

Follows these steps to update your first and last name in your profile:
  1. Navigate to your profile page using one of the following two methods:

    ADDITIONAL INFORMATION

    • Click on your profile name and avatar. Your profile page opens.
    • Click
      Settings
      >
      My profile
       in the Personal section. Your profile page opens.
  2. Click the edit icon ( ) next to your name.
  3. Enter your
    First name
     in the first field.
  4. Enter your
    Last name
     in the second field.
  5. Click
    Save
    . A confirmation message opens.

Change Your Password

Follow these steps to update your account's password:
  1. Navigate to your profile page.
  2. Click
    Change password
    . The Change password dialog opens.
  3. Enter your password in the
    Current password
     field.
  4. Enter your new password in the
    New password
     field.

    ADDITIONAL INFORMATION

    Your password must meet these requirements:
    • Must be 12-25 characters long.
    • Cannot contain your username or organization ID.
    • Must include both uppercase and lowercase letters.
    • Must include at least one number.
    • Must include at least one special character: ( ). - _ # , ; / @ $ : & ! ? % .
    • No other special characters are accepted.
  5. Re-enter your new password in the
    Confirm new password
     field.
  6. Click
    Save
    . A confirmation message opens.

Update Your Email Address

Follow these steps to change your profile's email address and verify the new address:
  1. Navigate to your profile page.
  2. Click the edit icon ( ) next to your email address. The Update email address dialog opens.
  3. Enter your email address in the
    New email address
     field.
  4. Re-enter the email in the
    Confirm new email address
     field.
  5. Enter your current password for verification.
  6. Click
    Save
    . A verification code is sent to your new email address.
  7. Check your email inbox for the verification code.
  8. Enter the verification code in the prompt.
  9. Click
    Verify code
    .
    Your email will be updated and marked as
    Verified
    .

AFTER COMPLETING THE TASK

You must complete the verification process for your email change to take effect. If you do not receive the verification code within a few minutes:
  • Check your spam/junk folder.
  • Click the
    Resend code
     link.
  • Verify that the email address was entered correctly.
If you do not complete the verification process, your email will show the status
Not verified
, and the change will not be finalized.

Update Your Mobile Number

Follow these steps to change your mobile phone number and verify the new number:
  1. Navigate to your profile page.
  2. Click the edit icon ( ) next to your phone number. The Update mobile number dialog appears.
  3. Enter your mobile number in the
    New mobile number
     field.
  4. Re-enter the number in the
    Confirm new mobile number
     field.
  5. Enter your current password for verification.
  6. Click
    Next
    . A verification code is sent through SMS to your new mobile number.
  7. Enter the eight-digit verification code in the prompt.
  8. Click
    Submit
    . Your mobile number will be updated and its status changed to
    Verified
    .

    ADDITIONAL INFORMATION

    Similar to the email verification process, you must complete the SMS verification process. If you do not receive the code:
    • Verify that your phone number was entered correctly, including its country code.
    • Check that your phone can receive SMS messages.
    • Wait a few minutes. SMS delivery can sometimes be delayed.
    • Try resending the code.

Set Your Time Zone Preference

Follow these steps to configure your time zone to ensure that your accurate date and time show throughout the platform:
  1. Navigate to your profile page.
  2. Scroll down to the
    Preferences
     section.
  3. Click the
    Time zone
     drop-down menu.
  4. Choose your time zone from the list.
  5. Click
    Save
    . A confirmation message opens.

My Business Overview

The My Business section allows you to manage your company's information, including business name, contact details, website, address, and logo.
This information can appear on customer receipts, invoices, and communications, so it is important to keep it accurate and professional.

Business Information Overview

The My Business page displays:
Business name
Your company's legal or trade name.
Phone number
Business contact phone with country code.
Email address
Business contact email.
Website
Your company website URL.
Upload logo
Section to add or update your business logo.

Business Logo Requirements

Your logo file must meet these requirements:
File size
Maximum 2 MB.
File types accepted
GIF, PNG, SVG, or JPEG only.
If your file does not meet these requirements, you will see an error message and need to adjust your file before uploading.

Accessing My Business

Access your business information page from the Settings Dashboard.
  1. Click
    Settings
     in the left navigation menu.
  2. Click the
    My business
     card in the Account Management section.

Edit Business Contact Information

Follow these steps to update your business phone number, email address, and website:
  1. Navigate to the My Business page.
  2. Click
    Edit
    .
  3. Change your business phone number:
    1. Click the country code drop-down menu and choose your country.
    2. Click the
      Phone number
       field and enter the phone number.
    3. Click
      Save
      . A confirmation message opens.
  4. Change your business email address:
    1. Click the
      Email address
       field.
    2. Enter the new business email address.
    3. Click
      Save
      . A confirmation message opens.
  5. Change your business website:
    1. Click in the
      Website
       field.
    2. Enter the website URL.
    3. Click
      Save
      . A confirmation message opens.

Payment Settings Overview

The Payment Settings section allows you to configure your default currency for transactions.
This setting determines how amounts are displayed and processed throughout the platform.

Currency Considerations

When selecting your default currency:
  • Choose the currency you primarily do business in.
  • This affects how amounts are displayed in reports and dashboards.
  • Individual transactions can still be processed in different currencies.
  • Currency conversion rates apply when processing non-default currencies.

Available Currencies

United States Dollar
Code: USD
Symbol: $
Best For: Businesses primarily operating in the United States.
Canadian Dollar
Code: CAD
Symbol: $
Best For: Businesses primarily operating in Canada.
Even if you set USD as your default currency, you can still accept payments in CAD and other supported currencies. The default currency primarily affects reporting and display preferences.

Accessing Payment Settings

Access the Payment Settings page to configure your default currency.
Setting your default currency ensures that transaction amounts are displayed correctly in reports and dashboards.
  1. Click
    Settings
     in the left navigation menu.
  2. Click the
    Payments
     card in the Account Management section.

Set Your Default Currency

Follow these steps to configure your default currency for displaying amounts in reports and dashboards:
  1. Click
    Settings
    .
  2. in the Account Management section, click
    Payments
    .
  3. Click the
    Default currency
     drop-down menu.
  4. Choose your default currency from the list:
    • USD - United States Dollar
    • CAD - Canadian Dollar
  5. Click
    Save
    . A confirmation message opens.

User Management Overview

The User Management section is where you control access to your Visa Acceptance Solution for SMB account.
You can add new users, assign roles and permissions, edit user information, and manage user status. Proper user management is essential for security and operational efficiency.

User Management Page Structure

The User Management page has two main tabs:
Users
View and manage individual user accounts.
Roles & Permissions
View available roles and their associated permissions.
The Users tab displays a table with:
Date created
When the user account was created.
Username
The user's login username.
Name
The user's full name.
Role
The assigned role (Admin, Manager, etc.)
Email
The user's email address.
Status
Active or Inactive.
Actions
Three-dot menu for managing the user.

Understanding Roles and Permissions

Common user roles include:
Owner
Full access to all features and settings.
Admin
Can manage transactions, managing 3rd Party Integration, and view and download reports, limited settings access, viewing & managing Billing and paying Bills.
Limit
Basic access to accepting and process transactions, viewing limited reports.
Note: Specific roles and permissions can vary based on your account configuration.

User Verification

After you add a user:
  • A verification email is automatically sent to the user's email address.
  • The user must click the verification link within 24 hours.
  • If they do not verify within 24 hours, you will need to resend the invitation or create a new user.
  • The user will set their own password during the verification process.

Disable vs. Delete

Disable
Temporarily prevents login but preserves the user account and history. Use this for employees on leave or temporary access removal.
Delete
Permanently removes the user account. Use this only when you are certain the user will never need access again. Deleting a user cannot be undone.

Accessing User Management

Access the User Management page to add, edit, and manage user accounts.
  1. Click
    Settings
     in the left navigation menu.
  2. Click the
    User management
     card in the System Administration section.

View Roles and Permissions

Follow these steps to view user roles and their permissions:
  1. Navigate to
    User Management
    .
  2. Click the
    Roles and Permissions
     tab to review the available roles and their descriptions.
  3. Click on any role to see detailed permissions.

Add a New User

Follow these steps to create a new user account and assign a role:
  1. Navigate to User Management
    >
    Users
    .
  2. Click
    Add user
    . The Add user dialog opens.
  3. Fill in the required information:
    • First name:
       User's first name.
    • Last name:
       User's last name.
    • Username:
       Login username (must be unique).
    • Email address:
       User's email (must be unique).
    • Phone number:
       User's contact phone.
  4. Click the
    Select a role
     drop-down menu.
  5. Choose the appropriate role for the user.
  6. (Optional) Click
    View role permissions
     to review what the role can do.
  7. (Optional) Enter a
    Job title
     for the user.
  8. Click
    Add user
    . A confirmation message opens.

    ADDITIONAL INFORMATION

    After you add a user:
    • A verification email is automatically sent to the user's email address.
    • The user must click the verification link within 24 hours.
    • If they do not verify within 24 hours, you must resend the invitation or create a new user.
    • The user will set their own password during the verification process.

Edit User Information

Follow these steps to update user details including name, role, and job title:
  1. Navigate to User Management and find the user in the list.
  2. Click the user's name or row. The User profile page opens.
  3. To edit the user's name, click the edit icon ( ) next to the user's name.
  4. Enter the new first and last name.
  5. Click
    Save
    . A confirmation message opens.

Searching for Users by Name or Email

Search for specific users by their name or email address.
Use the search function to quickly locate users in your organization.
  1. Click in the "Search user by name or email" field at the top.
  2. Type the user's name or email address.

    Step Result

    The list will filter automatically as you type.

Sorting Users by Column

Sort the user list by various columns to organize and find information.
  1. Click any column header (Date created, Username, Name, Role, Email, Status).

    ADDITIONAL INFORMATION

    • Click once for ascending order.
    • Click twice for descending order.
    • Click a third time to reset to default order.

Enabling a User

Reactivate a disabled user account to restore their access.
Enable a user to restore their access to the system.
  1. Find a user with Inactive status.
  2. Click the three-dot menu (⋯) in the Actions column.
  3. Click
    Enable
    .
  4. In the confirmation dialog, click
    Enable
     again.

    Step Result

    The user's status changes to Active.

Disabling a User

Temporarily disable a user account to revoke their access.
Disable a user to temporarily revoke their access while preserving their account.
  1. Find a user with Active status.
  2. Click the three-dot menu (⋯) in the Actions column.
  3. Click
    Disable
    .
  4. In the confirmation dialog, click
    Disable
     again.

    Step Result

    The user's status changes to Inactive.

Deleting a User

Permanently remove a user account from the system.
Delete a user to permanently remove their account. This action cannot be undone.
  1. Find the user you want to delete.
  2. Click the three-dot menu (⋯) in the Actions column.
  3. Click
    Delete
    .
  4. In the confirmation dialog, click
    Delete
     again.

    Step Result

    The user is permanently removed from the system.

Integrations Overview

The Integrations section is where you generate and manage REST API security keys for connecting external systems to your account.
API keys enable secure communication when sending and receiving REST API messages for automated payment processing, reporting, and other integrations.

Understanding REST API Keys

REST API security keys enable secure authentication when your systems communicate with the Visa Acceptance Solution for SMB API. There are two types of keys available:
Shared Secret
Authentication Method: HTTP Signature Authentication.
Best For: Simple integrations, quick setup.
Complexity: Low - Easy to implement.
Certificate
Authentication Method: JSON Web Token (JWT) Authentication.
Best For: Enterprise integrations, highest security.
Complexity: Medium - Requires certificate management.

REST API Key Security Best Practices

REST API keys are like passwords for your systems:
Never share keys
Never share keys with unauthorized parties.
Store securely
Use secure credential management systems.
Separate environments
Use different keys for test and production.
Key expiration
Keys expire after 3 years. Plan for renewal before expiration.
Rotate regularly
Generate new keys periodically for security.

Integrations Page Overview

The Integrations page displays a table of all your API keys with:
Key ID
Unique identifier for the key.
Key type
REST - Shared Secret or REST - Certificate.
Status
Active or Expired.
Created
Date the key was generated.
Expires
Expiration date (3 years from creation)
Actions
Three-dot menu for managing the key.
If you have not created any keys yet, you will see an empty state with a message: "No keys found" and a button to create your first key.

Certificate Key Information

Certificate keys generate a public-private key pair:
  • The private key is stored in the .p12 file you download.
  • The public key is stored on the Visa servers.
  • Your integration uses the private key to sign requests.
  • The server uses the public key to verify the signature.
  • This provides strong authentication without transmitting secrets.

Using API Keys in Your Integration

For Shared Secret Keys:
Your integration code will need:
Key ID
Include in the API request header.
Shared Secret
Use to generate the HTTP signature.
Merchant ID
Your account identifier.
For Certificate Keys:
Your integration code will need:
Key ID
Include in the API request header.
.p12 file
Load into your application.
Password
To decrypt the .p12 file.
Merchant ID
Your account identifier.
Refer to the Visa Acceptance Solution for SMB API documentation for code samples, authentication implementation guides, API endpoint references, and testing tips.

Key Expiration and Renewal

All REST API keys expire after 3 years. To prepare for expiration:
60 Days Before Expiration:
  1. Generate a new key of the same type.
  2. Test the new key in your development environment.
  3. Update your integration code to use the new key.
  4. Deploy the updated code to production.
  5. Verify the new key is working correctly.
  6. Keep the old key active as a backup.
After Successful Transition:
  1. Monitor for any issues for 1-2 weeks.
  2. Once confident, delete the old expired key.
  3. Update your key inventory documentation.
You can have multiple active keys at the same time. This allows you to transition gradually between old and new keys, have different keys for different integrations, and maintain a backup key in case of issues.

Important: Shared Secret Visibility

You can only view the Shared secret value ONCE during creation. After you close the creation dialog:
  • The secret value cannot be retrieved again.
  • If you lose it, you need to delete the key and create a new one.
  • Always download or copy both the Key ID and Shared secret before closing.
  • Store them securely in your credential management system.

Key Deletion Impact

When you delete a key:
  • Any integrations using that key will immediately stop working.
  • The deletion cannot be undone.
  • You need to generate a new key and update your integrations.
  • Plan deletions carefully to avoid service disruptions.

Accessing Integrations

Access the Integrations page to manage API keys used for secure communication.
The Integrations page allows you to manage API keys used for secure communication between your systems and the platform.
  1. Click
    Settings
     in the navigation menu.
  2. Click the
    Integrations
     card in the Technical section.

View REST Keys

Follow these steps to view existing REST API keys:
  1. From the Settings tab, click
    Integrations
    .
  2. To view a specific key, click the row containing it.
  3. To copy the Key ID, click the
    Copy
     button ( ). A verification message opens.

Search REST Keys

Follow these steps to search for a specific REST API key:
  1. From the Settings tab, click
    Integrations
    .
  2. Select the
    Search keys
     text field.
  3. Enter a Key ID. The entered key appears.

    ADDITIONAL INFORMATION

    No input type other than an API Key ID produces search results.

Filter REST Keys

Follow these steps to filter the displayed REST API keys:
  1. From the Settings tab, click
    Integrations
    .
  2. To filter REST keys by type, click the
    Key Type:
     drop-down menu. Follow one or both of these options:

    ADDITIONAL INFORMATION

    • To filter the keys by REST - Shared Secret, check the box next to this option.
    • To filter the keys by REST - Certificate, check the box next to this option.
  3. When filtering keys by the below variables, ensure that the Select all box is not checked.
    To filter REST keys by status, click the
    Status:
     drop-down menu. Follow one or both of these options:

    ADDITIONAL INFORMATION

    • To filter the keys by
      Active
       status, check the box next to this option.
    • To filter the keys by
      Expired
       status, check the box next to this option.

Download Keys

Follow these steps to download a key:
  1. From the Settings tab, click
    Integrations
    .
  2. Click the row containing the key you choose to download.
  3. In the Key details pane, click the
    Download key
     button ( ). A download result prompt or confirmation message appears in your browser, showing the key downloaded as a
    .txt
     file.

Delete Keys

Follow these steps to delete a key:
  1. From the Settings tab, click
    Integrations
    .
  2. To delete a key, follow one of these two methods, and then proceed to
    Step 3
    .

    ADDITIONAL INFORMATION

    • Click the row containing the key you choose to delete. When the Key details pane displays, click the
      Delete key
       button ( ).
    • Click the three-dot menu icon ( ) in the Actions column for the key, and click
      Delete
      .
  3. At the confirmation prompt, click
    Delete
    . A verification message appears.

Create a Shared Secret

Follow these steps to generate a new Shared Secret:
  1. From the Settings tab, click
    Integrations
    .
  2. Click the
    Create Key
     button ( ).
  3. Select the key type
    Shared Secret
    , and click
    Generate key
    .
  4. To retain the Shared Secret key generated, perform one or all of the following steps:

    ADDITIONAL INFORMATION

    • (Optional) When the
      Key created successfully
       page opens, you can copy the Key ID or the Shared secret by clicking the
      Copy
       button ( ) next to each.
    • (Optional) To download the generated key, click the
      Download
       button ( ).
    • (Optional) To generate another key, click
      Generate another key
      .

    ADDITIONAL INFORMATION

    You must save or record the
    Key ID
     and
    Shared secret
     strings before closing the
    Key created successfully
     dialog box. No key information can be recovered. If you lose the key information, you must create a new key.

Create a Certificate

Follow these steps to generate a new Certificate:
  1. From the Settings tab, click
    Integrations
    .
  2. Click the
    Create Key
     button ( ).
  3. Select the key type
    Certificate
    , and click
    Generate key
    .
  4. Click the
    Download
     button ( ).
  5. When the
    Protect your key file with a password
     dialog box opens, create a password.

    ADDITIONAL INFORMATION

    Your password must follow these requirements:
    • Must be 12-25 characters long.
    • Cannot contain your username or organization ID.
    • Must include both uppercase and lowercase letters.
    • Must include at least one number.
    • Must include at least one special character: ( ). - _ # , ; / @ $ : & ! ? % .
    • No other special characters are accepted.
  6. Click
    Download key
    . The
    .p12
     file downloads to your system. If prompted by your system, approve or select the download location.
  7. Click the downloaded file to initiate the key generation process.
  8. When prompted to either save or open the file, select
    Open
    , and follow the prompts to create and activate a new security key.
  9. (Optional) Return to the
    Key created successfully
     prompt. Select the public PEM-formatted (Privacy Enhanced Mail) certificate text field, and provide the Public PEM-formatted certificate information.

    ADDITIONAL INFORMATION

    If no Public PEM-formatted certificate information is provided, a public-private key pair is generated in your browser and secured in a
    .p12
     file.

Glossary

A

Active
A status indicating that a user account or API key is currently operational and can be used.
Administrator
A user role with full access to all Settings features and the ability to manage other users.
API (Application Programming Interface)
A set of protocols that allows different software applications to communicate with each other.
API Key
A unique identifier used to authenticate API requests from your systems to the platform.
Authentication
The process of verifying the identity of a user or system.

C

Certificate Key
An API key type that uses JSON Web Token (JWT) authentication with public-private key pairs.
Credential Management
The practice of securely storing and managing passwords, API keys, and other sensitive authentication information.

D

Disable
To temporarily deactivate a user account, preventing login while preserving the account data.

E

Expired
A status indicating that an API key has passed its expiration date and can no longer be used.

H

HTTP Signature Authentication
An authentication method that uses a shared secret to generate and verify request signatures.

I

Inactive
A status indicating that a user account has been disabled and cannot be used to log in to the platform.
Integration
The connection between the platform and external systems or applications.

J

JSON Web Token (JWT)
A compact, URL-safe means of representing claims to be transferred between two parties, used in Certificate key authentication.

K

Key ID
A unique identifier for an API key, used in API request headers.
Key Rotation
The security practice of periodically generating new API keys and decommissioning old ones.

L

Least Privilege
A security principle where users are given only the minimum access rights needed to perform their job functions.

M

Merchant ID
A unique identifier for your business account on the platform.

P

Permissions
Specific actions or access rights granted to a user role.
Public PEM Certificate
A public key certificate in Privacy-Enhanced Mail (PEM) format.

R

REST API
Representational State Transfer Application Programming Interface, a web service architecture used for system integrations.
Role
A predefined set of permissions that can be assigned to users.

S

Shared Secret
An API key type that uses a secret value known to both parties for HTTP signature authentication.
Signature
A cryptographic value generated using a secret key to verify the authenticity of an API request.

T

Timezone
The geographic region's time standard used for displaying dates and times in the platform.
Two-Factor Authentication (2FA)
A security process requiring two different forms of identification to verify a user's identity.

U

User
An individual with an account and assigned permissions to access the platform.

V

Verification
The process of confirming the validity of contact information (email or phone) by entering a code sent to that address.