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Managing Your Pagos User Account

After you sign up for a Pagos user account, you can make changes to the account profile at any time. If your account is an Admin of a Pagos Organization, you can also make changes to the larger Organization information. To make changes to 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 business uses an external identity provider for SSO, enter your company email address; you’ll be redirected to your identity provider for verification and login
2

Navigate to Your Account Settings

Click the settings icon in the top-right corner of the Pagos Service Panel.
3

View and Manage Your Profile Information

Click Profile to open a pop-up containing your account information:
  • In the Profile page, view and manage your name, profile image, and email addresses. To use your Google or Microsoft account credentials to log into Pagos, click Connect account
  • In the Security page, change your account password, add two-step verification, and review your active devices.
4

Update Your Account Currency and Time Zone

In the main settings menu, select the following options:
  • Click Currency, then select the primary currency your company operates in; we use this information to benchmark your foreign exchange conversions. At this time, your operating currency options are USD, EUR, CAD, CHF, 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.
5

View and Update your Organization's Information (Admins Only)

If you have the Admin role in your organization, you can make changes to the Organization’s settings, including managing verified domains and members.
6

Toggle between Live and Test Mode

Use the environment toggle in the top-right corner of the Pagos Service Panel to switch between Live Mode and Test Mode.

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Notifications

Pagos can notify you about the following activity on your account:
The export of transaction-level data you initiated from a chart in Insights is ready for download; click the notification to navigate to the Data Exports page.
Export notifications are only available for subscribers to Transaction-Level Data Exports.
An anomaly occurred in your data and we generated an alert; click the notification to navigate to the Alerts Metric Details page for the day when the anomaly occured.
There are new product or feature announcements in the Pagos Changelog; click the notification to learn what’s new from the last month.
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 notifications icon in the top-right corner, then click the settings icon.
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.

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Test Mode

The environment toggle in the top-right corner of the Pagos Service Panel allows you to quickly switch between a live production environment and a sandbox test environment. While in Live Mode, you can access only the Pagos features and services associated with your pricing plan; in Test Mode, you can test out all Pagos APIs, including Network Tokenization and Account Updater.
Keep in mind: API keys are different for Test and Live Mode. Always ensure you’re in the desired environment before generating and using API keys.