Dashboard Account Tab (For Businesses)

The Account Tab shows all information of your account with Paypa Plane.

The Overview shows:

• Merchant information
• User information
  • Lists all current Users, their status and when they last logged in to the system. There is also a quick link to add New Users
    
    
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• Payment Modules
• Brand information

Plan

BPAY Biller Files

T&Cs

Shows any Terms and Conditions created with your Customers

Integrations

Shows information associated with the API integrations.

Users

Shows all Users information associated with your account.

• User Name
• Status
• Email
• Groups that they are associated with
• Created By – who added the User to the system
• Last logged in

Settings

• Payment Modules

• Software Fees

• Fraud Filters

Communication Settings

• General shows the overview of who the company messages are sent from and the timezone from which they are sent.

• Events shows how messages are sent to the customer, SMS or Email, and the time period that they will be sent.

• Messages is the wording for messages sent to the customer for various purposes.

• Lead Messages shows the wording for initial and ongoing messages to your customers.

• Settlement Configurations

• Edit Account. You can update your Account details.
  • General Details:
    • Account Name
    • Personal – Name and email address of the Account holder
    • Location of business
    • Contact details

• Login Details is the login information of the account/admin holder.

• API Details

• Account Types is the allocation of the Admin level of the account holder/User.

• Alerts Configuration