Account & Organisation setup

Kick-start your payment journey with a simple setup.

What is Account setup?

The setup procedure is the first and foremost step in starting your journey within our system. The setup consists of several actions you need to undergo to begin using our system further.

Understanding this process and its key components can enhance your experience and ensure a secure, easy start.

How to initiate setup?

1

Sign up to access the system

This step covers the registration and verification process. We offer two signup models; choose the one that best suits your needs. You can create the Account via the Signup form or via the Invite if a current Member of the Organisation you are heading to sends it to your email.

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 have the permissions to understand our product and its further use fully. But do remember to invite your teammates and define their Roles in the Organisation settings.

3

Get started

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

Optional steps worth considering

Optional steps include personalisation, where you tailor your Organisation and Account to your specific needs. This lets you customise core settings and apply branding to create a fully personalised experience.

◦ Apply Organisation settings

Organisation settings cover Role and Member management, branding configuration, and security options. Use these settings to ensure your Organisation is aligned with your business goals and strategy.

◦ Personalise your Account

Account personalisation includes settings for your Profile, Preferences, and Session management. You can also explore the Account–Organisation relationship to better understand the hierarchy and the possibilities it enables.