To manage your Pagos account, click your profile icon in the navigation bar. From this main menu, you can view and udpate your personal account profile or company information, and manage the members of your company’s account with Pagos.

Your user permissions determine what information you can view and edit within each section.

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Profile

To view and update your personal profile, click Profile in the main menu. This opens a pop-up containing your personal account informatio

In the Profile tab, you can manage your personal account details, including:

  • First name
  • Last name
  • Profile image
  • Email addresses
  • Connected accounts

In the Security tab, you can change your account password, add two-step verification, and review your active devices.

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Currency and Time Zone

Under your profile name in the main menu, you can select a currency and time zone for your account:

  • Click Currency, then select the primary currency your company operates in; knowing this will help us monitor and benchmark foreign exchange conversions. At this time, your operating currency options are USD, EUR, CAD, SEK, GBP, BRL, ARS, CLP, MXN, COP, PEN, CRC, DIP, GTQ, PYG, and UYU.
  • Click Time Zone, then select the time zone where your business is domiciled.

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Company

To view and update your company information, click Settings under your company name in the main menu. This opens a pop-up containing your organization’s information.

In the General tab, you can manage the following information:

  • Organization Name
  • Logo

In the Members tab, you can manage the members of your team

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Team

You can manage the members of your team within the Members tab of your company account information. To navigate directly to this page, click Team under your company name in the main menu.

Here, you’ll find the list of users in your organization and which Pagos products they have access to. Each user has their own Pagos account with unique login credentials. To create a new user:

1

Click Invite

2

Enter the user's email address

You can invite multiple members by adding each email address, separated by spaces or commas.

3

Set user roles

Use the Role drop-down menu to assign a role to the user(s):

  • Members can access the product’s service panel
  • Admins can access the product’s service panel and add or edit data connections
4

Click Send Invitations

We’ll then send an email invitation to the user, prompting them to activate their new Pagos account.

To delete a user, click … beside their email address on the Members page, then click Remove member.