To manage your Pagos account:
1

Sign in to the Pagos Service Panel

Sign in using one of the following methods:
  • Enter your Email address and Password
  • Click the appropriate button to log in with your Google or Microsoft account credentials
  • If your organization uses Okta for SSO, enter your company email address; you’ll be redirected to Okta for verification and login
2

Navigate to your profile

Click your profile icon at the bottom of the main navigation.
3

View and manage your account details

Select from the following options in the main menu:
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 information. 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.

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Notifications

Pagos can notify you about the following activity on your account:
You can receive notifications through the following channels:
  • Dashboard - Notifications appear as a red indicator on the notifications icon in the main navigation; click the icon to view your inbox of notifications
  • Email - Notifications are sent to the Primary email address set in your account profile
  • Slack - Notifications are sent to a specified Slack channel or chat

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Configuring Notifications

To select how you receive notifications:
1

Click your profile icon at the bottom of the main navigation, then click Notification Preferences.
2

Set Global Preferences

To receive all notification types through the same channels, use the toggles under Global Preferences; the only options at this level are Dashboard and Email.
3

Customize by Notification Type

To set different channels for each notification type, use the toggles under each category. Slack notifications are only configurable at this level.
4

Configure Slack notifications

Click Configure next to Slack under the desired notification type. Select the desired Slack channel or user, then click Allow.