Dashboard
Dashboard Settings
Learn how to configure your Notch Pay account settings
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.Accessing Settings
To access the Settings section:- Log in to your Notch Pay Business suite
- Click on Settings in the main navigation menu
Business Profile
The Company Information section allows you to update your business details:
- Navigate to Settings > Business Profile > Company Information
- Update your business information:
- Business name
- Business type
- Registration number
- Tax ID
- Business address
- Contact information
- Click Save Changes
Team Management
Team Members
Team Members
The Team Members section allows you to invite and manage users who have access to your Notch Pay account:
- Navigate to Settings > Team Management > Team Members
- View existing team members and their roles
- Invite a new team member:
- Email address
- Name
- Role (Admin, Manager, Viewer, etc.)
- Access permissions
- Click Send Invitation
Roles and Permissions
Roles and Permissions
The Roles and Permissions section allows you to define what different team members can do:
- Navigate to Settings > Team Management > Roles and Permissions
- View existing roles
- Create a new role:
- Role name
- Description
- Permissions:
- View transactions
- Create payments
- Process refunds
- Create transfers
- Manage customers
- Manage beneficiaries
- Access reports
- Manage settings
- Click Create Role
Activity Logs
Activity Logs
The Activity Logs section shows actions taken by team members:
- Navigate to Settings > Team Management > Activity Logs
- View a chronological list of actions:
- User who performed the action
- Action type
- Date and time
- IP address
- Additional details
Developer Settings
The API Keys section allows you to manage your API credentials:
- Navigate to Settings > Developer Settings > API Keys
- View your existing API keys
- Generate a new API key:
- Key name or description
- Environment (Test or Live)
- Permissions
- Click Generate Key
Security Settings
Authentication
Authentication
The Authentication section allows you to configure login security:
- Navigate to Settings > Security Settings > Authentication
- Configure authentication options:
- Password requirements
- Two-factor authentication
- Session timeout
- Login attempt limits
- Click Save Settings
IP Restrictions
IP Restrictions
The IP Restrictions section allows you to control which IP addresses can access your account:
- Navigate to Settings > Security Settings > IP Restrictions
- Enable IP restrictions
- Add allowed IP addresses or ranges
- Set exceptions for specific users or actions
- Click Save Settings
Fraud Prevention
Fraud Prevention
The Fraud Prevention section allows you to configure fraud detection settings:
- Navigate to Settings > Security Settings > Fraud Prevention
- Configure fraud prevention options:
- Transaction limits
- Velocity checks
- High-risk country restrictions
- Card verification requirements
- 3D Secure settings
- Click Save Settings
Notification Settings
The Email Notifications section allows you to configure which events trigger email notifications:
- Navigate to Settings > Notification Settings > Email Notifications
- Configure email notification preferences:
- Transaction notifications
- Account notifications
- Security notifications
- System notifications
- Specify recipients for different notification types
- Click Save Settings
Integration Settings
Payment Integrations
Payment Integrations
The Payment Integrations section allows you to connect with third-party services:
- Navigate to Settings > Integration Settings > Payment Integrations
- Browse available integrations:
- E-commerce platforms
- Accounting software
- CRM systems
- Inventory management
- Click on an integration to configure it
- Follow the integration-specific setup instructions
Custom Integration
Custom Integration
The Custom Integration section provides resources for building your own integrations:
- Navigate to Settings > Integration Settings > Custom Integration
- Access integration resources:
- API documentation
- SDKs and libraries
- Sample code
- Testing tools
Account Preferences
The General Preferences section allows you to set basic account settings:
- Navigate to Settings > Account Preferences > General Preferences
- Configure general settings:
- Default currency
- Date and time format
- Language preference
- Timezone
- Click Save Preferences
Billing and Subscription
Billing Information
Billing Information
The Billing Information section shows your payment details for Notch Pay services:
- Navigate to Settings > Billing and Subscription > Billing Information
- View and update billing information:
- Billing contact
- Billing address
- Tax information
- Payment method
Subscription Plan
Subscription Plan
The Subscription Plan section shows your current plan and allows you to upgrade:
- Navigate to Settings > Billing and Subscription > Subscription Plan
- View your current plan details:
- Plan name
- Monthly/annual fee
- Transaction fees
- Feature limitations
- Compare available plans
- Upgrade or change your plan if needed
Billing History
Billing History
The Billing History section shows your past invoices and payments:
- Navigate to Settings > Billing and Subscription > Billing History
- View a list of invoices:
- Invoice date
- Amount
- Status
- Payment method
- Download or print invoices
Next Steps
Now that you know how to configure your account settings, explore these related guides:- Dashboard Overview - Learn about the main dashboard interface
- Transactions - Manage payments and transfers
- Reports - Generate and analyze financial reports