Settings
Your company details and branding, payment methods, disputes, contracts, the people on your account, and report and payment notifications by email, Slack or SFTP.
Overview
Settings holds everything about your merchant account as a whole. Open it from Settings at the bottom of the sidebar.
The header shows your merchant name and logo, the email you’re logged in with, your Merchant ID, and your company’s address and email. Below it are seven tabs:
| Tab | What it’s for |
|---|---|
| Profile | Your own user details |
| Company details | Your company’s details, verification status and branding |
| Payment Methods | Turn payment methods such as Swish and Klarna on or off |
| Disputes | Send us evidence when a customer disputes a payment |
| Contracts | The contracts attached to your account |
| Users | Invite and manage the people who use the portal |
| Notifications | Send reports and payment events by email, Slack or SFTP |
Some changes are for admins only. They’re marked below. See User Levels.
Logging out
The red Log out button in the top-right corner of Settings ends your session and takes you back to the login page. There’s no confirmation step. This is the only place in the portal to log out, so use it whenever you step away from a shared computer.
Profile
User details shows your First name, Last name, Email and Phone. Fields you haven’t filled in show N/A. These details are read-only here. An admin can change your name from the Users tab.
Company details
This tab shows your Company name, Company registration number, Address, Email and Phone.
Admins only: click Edit to change the company Email and Phone, then click Update merchant details ». Company name, registration number and address can’t be changed here. Raise a support ticket if they need updating.
KYB verification
Most accounts also see a KYB verification card. As a regulated payment institution, Surfboard has to keep your Know Your Business verification up to date. The card shows its status (from Not started through Submitted — under review to Verified, or Expired), when renewal is due, and how many days are left.
When renewal is close, or overdue, the card warns you. If the verification expires, payment processing is paused until you complete the renewal. Click Renew KYB now » to start the renewal.
Merchant branding
Below the company details is Merchant branding: the logo, colours and fonts used on your receipts, payment pages and online checkout.
| Setting | What it controls |
|---|---|
| Company URL | Enter your website and click Auto detect branding to pick up your logo and colours automatically |
| Background color, Brand color, Accent color, Footer color | The colours of your payment pages and online checkout |
| Merchant logo and Icon | Click Change to upload a new image |
| Primary cover image | The cover image in your online checkout |
| Font type | Sans Serif, Serif or Monospace |
| Shapes | Button shapes: Rounded, Square or Circle |
Click Update » to save (admins only). Delete merchant branding » removes your branding straight away, with no confirmation step.
Each store can have its own branding as well. See Stores.
Payment Methods
This tab lists the payment methods your account can offer: Card, Swish, Klarna, American Express, Vipps, MobilePay, Account to Account and B2B Invoice. A switch shows whether each one is on. Card is always on.
Admins only: to turn a method on, click its switch. A dialog explains that the pricing is in your Merchant Cover Sheet.
Click Agree and activate to turn it on, or Cancel to leave it off. To turn a method off, click its switch and confirm with Deactivate.
Disputes
When a customer disputes a payment with their bank, we contact you and ask for information to resolve it. Use this tab to send it to us:
- Dispute name: an internal name, so you can refer to it later.
- Upload details: attach proof of purchase or delivery, such as receipts, delivery confirmations or correspondence. You can attach several files.
- Message: describe what happened.
- Click Send ».
When it’s sent, you see a confirmation. Click Create another to send more information.
Contracts
The Contracts tab lists the contracts attached to your account. If there are none, it says We couldn’t find any contracts attached to this account. Contact us if you think this is wrong. Contact us opens an email to Surfboard.
Users
User Management lists everyone who can log in to your merchant portal, with their name, email and role (USER or ADMIN). Everyone can see the list. Only admins can invite or edit people.
Inviting someone
- Scroll to Invite New User.
- Enter their Email. First name and Last name are optional.
- Choose a Role. The form starts on Admin, so switch it to User for anyone who only needs day-to-day access. The two roles are described under the field.
- Click Send Invitation.
They get an email with a sign-up link.
Choose the role carefully. A role can’t be changed after the invitation, and people can’t be removed from this page. If you need to change someone’s role or remove their access, raise a support ticket.
Editing someone
Click Edit next to a person to change their First name, Last name or Profile image URL, then click Save.
Notifications
Use Notifications to send your own reports and payment events somewhere outside the portal: an email inbox, a Slack channel or an SFTP server. This is separate from Messages, which are notices from Surfboard to you.
Active Notifications lists what’s set up: the event, the channel (for example EMAIL) and where it goes. Cash register report subscriptions you set up for a cash register, such as X-reports and Z-reports, appear here too.
Admins only: the red bin button removes a notification. It’s removed straight away, with no confirmation step.
Creating a notification
-
Under Create New Notification, choose the Event Type:
Event Type What you get Daily Reports Your daily report Monthly Reports Your monthly report Payment Completed A message for each completed payment Daily File Transfer, Weekly File Transfer, Monthly File Transfer A transaction file on that schedule, typically sent to SFTP -
Enter where it should go: an Email address, a Slack Webhook URL, or both.
-
To deliver files to an SFTP server, tick Configure SFTP and fill in SFTP Host, SFTP Username and SFTP Host Key (all required), and optionally SFTP Port, Remote Directory and the CSV Separator (Comma (,), Semicolon (;), Pipe (|) or Tab).
-
Click Create Notification.
Anyone on the account can create a notification.