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
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
Team members will receive an email invitation to join your Notch Pay account.
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
Custom roles help you implement the principle of least privilege, giving team members only the access they need.
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
Activity logs help you monitor account usage and investigate any unauthorized actions.
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
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
Strong authentication settings help protect your account from unauthorized access.
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
IP restrictions add an extra layer of security by limiting account access to trusted networks.
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
Effective fraud prevention settings help protect your business from fraudulent transactions.
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
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
Integrations help you connect Notch Pay with your existing business tools.
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
Custom integrations give you maximum flexibility to tailor Notch Pay to your specific needs.
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
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
Keeping your billing information up-to-date ensures uninterrupted service.
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
Choosing the right plan helps you optimize costs while getting the features you need.
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
Billing history provides a record of your Notch Pay service payments.
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