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
Keeping your business information up-to-date is important for compliance and verification purposes.
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
Keeping your business information up-to-date is important for compliance and verification purposes.
The Branding section allows you to customize your payment pages and customer communications:
- Navigate to Settings > Business Profile > Branding
- Customize your branding:
- Upload your logo
- Set your brand colors
- Customize email templates
- Set up a custom domain for payment pages
- Click Save Changes
Consistent branding helps build trust with your customers and provides a seamless payment experience.
The Bank Accounts section allows you to manage where your funds are settled:
- Navigate to Settings > Business Profile > Bank Accounts
- View your existing bank accounts
- Add a new bank account:
- Bank name
- Account number
- Account name
- Branch code (if applicable)
- Currency
- Set a default bank account for settlements
You can add multiple bank accounts for different currencies or purposes.
Team Management
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
Remember to keep your API keys secure and never share them publicly.
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
Remember to keep your API keys secure and never share them publicly.
The Webhooks section allows you to configure endpoints to receive real-time notifications:
- Navigate to Settings > Developer Settings > Webhooks
- View existing webhook endpoints
- Add a new webhook endpoint:
- Endpoint URL
- Description
- Events to subscribe to
- Secret key for signature verification
- Click Add Endpoint
You can test webhook endpoints directly from this section to ensure they’re working correctly.
The Checkout Settings section allows you to customize the payment experience:
- Navigate to Settings > Developer Settings > Checkout Settings
- Configure checkout options:
- Default currency
- Payment methods to display
- Checkout page appearance
- Success and cancel URLs
- Custom fields
- Click Save Settings
These settings apply to payment pages created through the API or dashboard.
Security 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
Email notifications help you stay informed about important account activities.
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
Email notifications help you stay informed about important account activities.
The SMS Notifications section allows you to configure text message alerts:
- Navigate to Settings > Notification Settings > SMS Notifications
- Add and verify phone numbers
- Configure SMS notification preferences:
- High-value transactions
- Failed transactions
- Security alerts
- Balance updates
- Click Save Settings
SMS notifications provide immediate alerts for critical events.
The In-App Notifications section allows you to configure dashboard alerts:
- Navigate to Settings > Notification Settings > In-App Notifications
- Configure in-app notification preferences:
- Transaction notifications
- Account notifications
- Security notifications
- System notifications
- Set notification display duration
- Click Save Settings
In-app notifications keep you informed while using the dashboard.
Integration Settings
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
These settings affect how information is displayed throughout your dashboard.
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
These settings affect how information is displayed throughout your dashboard.
The Dashboard Customization section allows you to personalize your dashboard view:
- Navigate to Settings > Account Preferences > Dashboard Customization
- Configure dashboard settings:
- Default landing page
- Widgets to display
- Widget arrangement
- Data refresh rate
- Click Save Preferences
A customized dashboard helps you focus on the information that matters most to your business.
Billing and Subscription
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