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Get Started

  • Welcome
  • Onboarding
  • Payment flows
  • Intermediary Bank Info

Client Portal

  • Overview
  • E-Commerce
  • Receivables
  • Exotic FX
  • Accounts

User Access & Organisation Management

  • User access & Security
    • Profile Settings
    • User Access management actions
    • User Access
  • Manage Organisation
    • Add & Removing Users
    • User Roles Explained
    • Changing an existing user's role
    • Payment approval rules
  • Transaction approval
    • Approving & rejecting transaction
    • Enabling & disabling a transaction approval rule
    • Editing an active transaction approval rule
    • Setting up Approval Rules Groups
  • Switching Entities

Accounts

  • How to Create An Account
  • Corporate accounts
    • Creating a new payment
    • Digital Asset Vaults
    • Viewing Statements
    • Statements & Reporting
    • Wallet details and Balance
  • E-commerce Accounts
    • Creating a new internal transfer
    • Viewing Statements
    • PMID/Liability Balances
  • Receivables Account
    • Viewing Transanactions & KYC info

Treasury Solutions

  • How to make a payment
    • Payments history
    • Restricted Jurisdictions for payments
  • Beneficiary management
    • Creating new beneficiaries
    • Deleting and editing existing beneficiaries
  • Creating a new conversion
    • Conversion history

E-commerce

  • Supported currencies
  • Introduction
  • Processing methods
  • How to create a payout
  • How to check Reports
  • How to create a Pay-in
    • HPP Deposit
      • Flexible Invoice and Auto Refund
      • Customise Your Payment Pages
      • Embedded Payment Page
    • Flexible Invoice and Auto Refunds
    • Logos
  • Rates
  • API Key Management
  • FAQs
    • Embedded Payment Pages FAQs
    • What is the "Network Fee", and why we charge it?
    • Return-to-source Compliance
      • Webhook notification Trail
    • Best Practises

Integration

  • WooCommerce
  • USDT Ton
  • BinancePay Endpoints
  • Payins

FAQs

  • User Access FAQs
  • Account creation FAQs

Exotic FX

  • Exotic Receivables
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User Access

For Crypto Commerce only

Please use the following forms for making user access change requests:

Add New User form:

https://eform.pandadoc.com/?eform=afeb486a-6033-479e-8cbb-4fbfc67fd1d4

Modify User Form:

https://eform.pandadoc.com/?eform=2c4781ea-e763-4d27-94bf-d523d30c5884

Updated 10 days ago


User Access management actions
Manage Organisation