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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.