Account & User management

Access

• 2-FA
• Brand Permission Policies
• Single Sign-On (SSO)
• Whitelist IPs
• Brand Users
• Company Custom Roles
• Single Sign-On (SSO)
• Brand Custom Roles
• Brand Shared Groups
• Access Tokens

Merchants

• What is a Master Merchant?
• Managing Company accounts as a Master Merchant
• Merchant Restrictions
• My Brand / White-label
• Brand Audit

Fee Profiles

• Add Fee Profiles and Assign them to Companies
• Edit Fee Profiles / Check a Fee
• Fee Profile history

Account

• Company Details
• My Billing
• Audit
• Personal / User Brand Details
• Personal / User Details
• Login Account troubleshooting
• Password reset without Dashboard
• Password reset within Dashboard
• Close account
• Download Company invoice
• API Credentials
• Permission Policies
• Company Users