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 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 tab, 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 tab, change your account password, add two-step verification, and review your active devices.
4

Update your account currency and time zone

Back in the settings menu, select the following:
  • 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.
5

View and update your company information

Click Settings under your company name in the settings menu. This opens a pop-up containing your organization’s information:
  • In the General tab, click Update Profile to add or change your organization name and logo
  • In the Members tab, you can manage the members of your team
Your user permissions determine what information you can view and edit within each section.

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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 their role (Member or Admin). 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 Pagos service panel
  • Admins can access the Pagos 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 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.