Setup Account overview

Discovering the Setup Account section is the first and foremost step in starting your journey within our system. Understanding the setup process and its key components can advance your experience and guarantee a secure and easy start.

You can smoothly set up your Account in 3 simple steps and apply additional settings if needed:

Step 1: Sign up to access the system

This step is all about the registration and the verification process. We provide you with two models to sign up, and you can choose the one that best serves your needs. You can create the Account via the Signup form or the Invite if a current Member of the Organisation you are heading to sends you the Invite to your email.

Step 2: Create Organisation

Then, you need to сreate an Organisation. The Organisation level is essential as it applies to your business units. Once you finish creating the Organisation, you become its Owner and possess the set of permissions to understand our product and its further usage fully. But do remember to invite your teammates and define their Roles in the Organisation settings!

Step 3: Get started!

After signing in and creating an Organisation, you can easily begin accepting payments. Before going live, you can check whether the system works as intended and try making a Test payment in a safe space.

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Optional steps include the personalisation process, stepping in to make your Organisation and Account adjusted to your needs and requirements. Thus, you can have the most customised experience by creating or editing the core settings and applying branding.

➤Apply Organisation settings

Organisation settings encompass the Roles and Members management, branding options, and security possibilities. Make sure your Organisation within our system is aligned with your business goals and strategies.

➤Make your Account personalised

Account personalisation includes account settings regarding Profile, Preferences and Session management. Also, you can read more about the Account-Organisation opposition to understand the hierarchy better and grasp the potential possibilities.