Settings & Notifications

Overview

Settings, at the bottom of the Configuration group in the sidebar, has four tabs:

Tab	What it holds
Account	Partner details, merchant onboarding link, payment and billing overview, password
Terminal defaults	Settings applied to every terminal in your portfolio unless overridden
Team	People who can sign in to your partner account
Notifications	Email, Slack and SFTP alerts for partner events

Account

Partner details

The top card shows your partner name, status, partner ID (with a copy button), partner type and country.

Merchant onboarding link

Merchants who open this link sign up under your partner account. Click Copy to put it on your website or in an email, or the open icon to view it.

Payments & billing

A read-only overview of what is set up for your partner account:

• Payment methods enabled for you
• Billing plans you have
• Acquirers per country

If a method or acquirer you expect is missing, contact your account manager.

Password

Enter your Current Password, then a New Password of at least 8 characters, and repeat it under Confirm New Password. The form shows Passwords match when they agree. Click Change Password.

Terminal defaults

Terminal defaults apply to every terminal in your portfolio. A merchant, store or terminal can override them.

Settings are grouped into Display, Network, Power & behaviour and Security. Fill in only what you want to set, then click Save changes, or Discard to undo. Saved settings reach terminals within about 30 seconds.

Every field, and how the levels override each other, is described in Terminal Configuration.

Team

Team members lists everyone who can sign in to your partner account, with their email and the date they joined.

To add someone, click Invite and enter their email address. They receive an invitation to create their login.

To give someone access to a single merchant instead of your partner account, invite them from that merchant’s page. See Merchant Management.

Notifications

Notifications are alerts about events in your own portfolio, delivered by email, Slack or SFTP.

Add an email or Slack notification

1. Click Add (or Add Notification when the list is empty).

2. Choose the Event:

   Event	Fires when
   Merchant Onboarded	A new merchant has been created
   Online Store Onboarded	An online store has completed onboarding
   Terminal Registered	A terminal is registered
   Terminal Shipped	A terminal is shipped

3. Enter an Email address, a Slack Webhook URL, or both. At least one is required.

4. Click Subscribe.

To stop a notification, unsubscribe it from the list.

File transfers (SFTP)

File Transfers delivers payment reports to your own SFTP server on a schedule.

1. Pick an Event Type: Daily File Transfer, Weekly File Transfer or Monthly File Transfer.
2. Under SFTP Configuration, enter:
   • Host — hostname or IP only, without the port
   • Username
   • Port — optional, defaults to 22
   • Remote Directory — optional
   • Host Key — optional
3. Save. Surfboard generates a key pair for this transfer and shows you the public key.
4. Add the public key to ~/.ssh/authorized_keys for that user on your server.
5. Click Test on the notification. Once the connection passes, the subscription activates and reports start arriving on schedule.

You can copy the public key again or edit the transfer from its entry in the list.

Note: Settlement report emails for a single merchant are set up on that merchant’s Reports tab, not here. See Transactions & Reporting.

Messages vs. notifications

The notifications on this page are about events in your portfolio. Notices from Surfboard — settlement changes, integration updates, maintenance, product launches — are on the Messages page under Support, and email delivery for those is set up there. Set up both, and subscribe a shared mailbox to Messages so your team hears about changes the day they are published. See Messages.

Related

• Terminal Configuration — every terminal setting and how overrides work
• Messages — notices from Surfboard
• Applications & Merchant Onboarding — onboarding merchants yourself