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Dashboard Settings

The Settings section of the Notch Pay dashboard allows you to configure your account, manage team members, set up integrations, and customize your payment experience. This guide will walk you through the various settings available and how to configure them.

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Accessing Settings

To access the Settings section:
  1. Log in to your Notch Pay Business suite
  2. Click on Settings in the main navigation menu

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Business Profile

  • Company Information
  • Branding
  • Bank Accounts
The Company Information section allows you to update your business details:
  1. Navigate to Settings > Business Profile > Company Information
  2. Update your business information:
    • Business name
    • Business type
    • Registration number
    • Tax ID
    • Business address
    • Contact information
  3. Click Save Changes
Keeping your business information up-to-date is important for compliance and verification purposes.

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Team Management

The Team Members section allows you to invite and manage users who have access to your Notch Pay account:
  1. Navigate to Settings > Team Management > Team Members
  2. View existing team members and their roles
  3. Invite a new team member:
    • Email address
    • Name
    • Role (Admin, Manager, Viewer, etc.)
    • Access permissions
  4. Click Send Invitation
Team members will receive an email invitation to join your Notch Pay account.
The Roles and Permissions section allows you to define what different team members can do:
  1. Navigate to Settings > Team Management > Roles and Permissions
  2. View existing roles
  3. Create a new role:
    • Role name
    • Description
    • Permissions:
      • View transactions
      • Create payments
      • Process refunds
      • Create transfers
      • Manage customers
      • Manage beneficiaries
      • Access reports
      • Manage settings
  4. Click Create Role
Custom roles help you implement the principle of least privilege, giving team members only the access they need.
The Activity Logs section shows actions taken by team members:
  1. Navigate to Settings > Team Management > Activity Logs
  2. View a chronological list of actions:
    • User who performed the action
    • Action type
    • Date and time
    • IP address
    • Additional details
Activity logs help you monitor account usage and investigate any unauthorized actions.

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Developer Settings

  • API Keys
  • Webhooks
  • Checkout Settings
The API Keys section allows you to manage your API credentials:
  1. Navigate to Settings > Developer Settings > API Keys
  2. View your existing API keys
  3. Generate a new API key:
    • Key name or description
    • Environment (Test or Live)
    • Permissions
  4. Click Generate Key
Remember to keep your API keys secure and never share them publicly.

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Security Settings

The Authentication section allows you to configure login security:
  1. Navigate to Settings > Security Settings > Authentication
  2. Configure authentication options:
    • Password requirements
    • Two-factor authentication
    • Session timeout
    • Login attempt limits
  3. Click Save Settings
Strong authentication settings help protect your account from unauthorized access.
The IP Restrictions section allows you to control which IP addresses can access your account:
  1. Navigate to Settings > Security Settings > IP Restrictions
  2. Enable IP restrictions
  3. Add allowed IP addresses or ranges
  4. Set exceptions for specific users or actions
  5. Click Save Settings
IP restrictions add an extra layer of security by limiting account access to trusted networks.
The Fraud Prevention section allows you to configure fraud detection settings:
  1. Navigate to Settings > Security Settings > Fraud Prevention
  2. Configure fraud prevention options:
    • Transaction limits
    • Velocity checks
    • High-risk country restrictions
    • Card verification requirements
    • 3D Secure settings
  3. Click Save Settings
Effective fraud prevention settings help protect your business from fraudulent transactions.

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Notification Settings

  • Email Notifications
  • SMS Notifications
  • In-App Notifications
The Email Notifications section allows you to configure which events trigger email notifications:
  1. Navigate to Settings > Notification Settings > Email Notifications
  2. Configure email notification preferences:
    • Transaction notifications
    • Account notifications
    • Security notifications
    • System notifications
  3. Specify recipients for different notification types
  4. Click Save Settings
Email notifications help you stay informed about important account activities.

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Integration Settings

The Payment Integrations section allows you to connect with third-party services:
  1. Navigate to Settings > Integration Settings > Payment Integrations
  2. Browse available integrations:
    • E-commerce platforms
    • Accounting software
    • CRM systems
    • Inventory management
  3. Click on an integration to configure it
  4. Follow the integration-specific setup instructions
Integrations help you connect Notch Pay with your existing business tools.
The Custom Integration section provides resources for building your own integrations:
  1. Navigate to Settings > Integration Settings > Custom Integration
  2. Access integration resources:
    • API documentation
    • SDKs and libraries
    • Sample code
    • Testing tools
Custom integrations give you maximum flexibility to tailor Notch Pay to your specific needs.

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Account Preferences

  • General Preferences
  • Dashboard Customization
The General Preferences section allows you to set basic account settings:
  1. Navigate to Settings > Account Preferences > General Preferences
  2. Configure general settings:
    • Default currency
    • Date and time format
    • Language preference
    • Timezone
  3. Click Save Preferences
These settings affect how information is displayed throughout your dashboard.

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Billing and Subscription

The Billing Information section shows your payment details for Notch Pay services:
  1. Navigate to Settings > Billing and Subscription > Billing Information
  2. View and update billing information:
    • Billing contact
    • Billing address
    • Tax information
    • Payment method
Keeping your billing information up-to-date ensures uninterrupted service.
The Subscription Plan section shows your current plan and allows you to upgrade:
  1. Navigate to Settings > Billing and Subscription > Subscription Plan
  2. View your current plan details:
    • Plan name
    • Monthly/annual fee
    • Transaction fees
    • Feature limitations
  3. Compare available plans
  4. Upgrade or change your plan if needed
Choosing the right plan helps you optimize costs while getting the features you need.
The Billing History section shows your past invoices and payments:
  1. Navigate to Settings > Billing and Subscription > Billing History
  2. View a list of invoices:
    • Invoice date
    • Amount
    • Status
    • Payment method
  3. Download or print invoices
Billing history provides a record of your Notch Pay service payments.

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Next Steps

Now that you know how to configure your account settings, explore these related guides:
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