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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.
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