Settings & Notifications

Overview

The Settings page provides account management, team collaboration, and notification configuration. Here you can update your password, invite team members, and set up automated alerts for important events.

Security

Changing Your Password

To update your password:

1. Enter your Current Password
2. Enter a New Password (minimum 8 characters)
3. Confirm New Password by entering it again
4. Click Change Password

Password requirements:

• Minimum 8 characters
• Recommended to use a mix of uppercase, lowercase, numbers, and special characters

Team Members

Collaborate with your team by inviting members to your partner account.

Inviting Team Members

Click + Invite or Invite Member to add a new team member:

1. Enter the team member’s email address
2. Assign a role with appropriate permissions
3. Send the invitation

The invited person will receive an email with a link to create their account and access the Partner Portal.

Managing Team Members

The Team Members section displays all current members with their:

• Name and email
• Assigned role
• Account status (Active, Pending Invitation)

Notifications

Configure automated notifications for key events in your partner portfolio. Notifications can be sent via:

• Email — receive alerts to an email address
• Slack — post notifications to a Slack channel via webhook URL
• SFTP — send data files to an SFTP server for automated processing

Available Events

Subscribe to notifications for events such as:

• Merchant onboarding — when a new merchant completes KYB
• Terminal registration — when a new terminal is activated
• File transfers — when settlement or reporting files are ready
• Application status changes — when applications change state

Adding a Notification

Click + Add to configure a new notification:

1. Select the event — choose which event should trigger the notification
2. Choose the channel — Email, Slack, or SFTP
3. Enter the destination:
   • For Email: the recipient email address
   • For Slack: the webhook URL for your Slack channel
   • For SFTP: host, user, port, public key, and remote directory
4. Save — the notification will be active immediately

Removing a Notification

Click the remove button on any configured notification to stop receiving alerts for that event.

Terminal Configuration

Some partners may also have access to global terminal configuration settings:

• Default terminal behavior settings
• Receipt configuration
• Display preferences

These settings serve as defaults that cascade down to all merchants and terminals in your portfolio, unless overridden at the merchant, store, or terminal level.