Overview

The Settings section enables you to view your business, account, settlement, and billing details. It also enables you to manage team members and two-factor authentication.

Full video can be found here: https://www.loom.com/share/c5c0380b615c4abb8c45a8ae8cd7de98


Navigate to the Settings section as follows:

  1. Log in to the Peach Payments Dashboard.

  2. In the left navigation menu, click Settings.



Dashboard settings.


Only certain roles can manage settings.

Roles and permissions

Depending on your roles, you might not have access to all functionality on the Peach Payments Dashboard:

  • Owner: The first person given access to the Peach Payments Dashboard is the sole owner. The owner has access to all functions within the Dashboard. You cannot remove the owner but can transfer ownership to another user.

  • Admin: Performs functions that relate to the operation of the business, but cannot change business entity configuration and compliance settings.

  • Developer: Performs functions that a business requires to integrate, test, and take a service live. Can view and manage integration settings and credentials.

  • Operator: Performs functions that support the operation of the business.

  • Finance: Uses financial and reporting tools.

  • Support: Performs functions that ensure the smooth running of the business.

You can combine developer, operator, and finance roles in any way. For example, a user can have both developer and operator roles.

Team

Manage your team

Only certain roles can manage users.

Add team members

  1. In the Team tab, click Add members in the upper right of the screen.

  2. Enter the members' email addresses, pressing Enter after each address.

  3. Select the roles that you want all the members to have. You can combine developer, operator, and finance roles. The summary panel on the right lists the functions that the roles provide.

  4. Click Send invites.

Your team members receive email invites enabling them to log in to the Dashboard.

Edit a team member

  1. In the Team tab, select one of your team members.

  2. In the details panel that appears, select the new roles that you want the user to have. You might need to deselect certain roles to have access to the other roles, for example, you cannot combine the admin role with any other role.

  3. Click Apply.

The team member gains the new roles.

Remove a team member

  1. In the Team tab, select one of your team members.

  2. In the details panel that appears, click the three dots in the upper right of the screen.

  3. Click Remove.

  4. In the confirmation window, click Continue.

The team member no longer has access to the business in the Dashboard.