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After your business subscribes to Pagos, set up a Pagos Organization and connect your payment processors. Your team can then create Pagos accounts, join your Organization, and log into the Service Panel to view your payments data.
This guide reviews how users with the Admin role can manage your Organization and its members.

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Managing General Settings

To manage your Organization’s general settings:
1

Sign in to the Pagos Service Panel.
2

Click the settings icon in the top-right corner of the Pagos Service Panel, then click Settings under your Organization’s name. This opens a pop-up with your Organization’s information.
3

In the General page, click Update Profile to add or change your Organization name and logo.
4

Click Add domain to add a verified domain to your Organization.

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Adding a Verified Domain

If your business has a verified domain, you can add it to your Pagos Organization. To add a verified domain:
1

Click the settings icon in the top-right corner of the Pagos Service Panel, then click Settings under your Organization’s name.
2

In the Verified domains section of the General page, click Add domain.
3

Enter your domain, then click Save.
4

Enter your email address at that domain, then click Save. You’ll receive an email to verify the domain for your Pagos Organization.

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User Enrollment with Verified Domains

After you set up a verified domain, turn on Automatic Suggestions to make it easier for users with email addresses on that domain to join your Pagos Organization. To turn this on, click the … icon beside your verified domain, then click Manage.
Verified Domain
You have two options:
  • No automatic enrollment - Regardless of the user’s email address domain, they can only join your Pagos Organization via an email invitation.
  • Automatic suggestions - When a user with an email address on your verified domain manually signs up for a Pagos account, they’ll have the option to join your Organization automatically. See our New User Onboarding Guide for details on how this looks for a new user on your verified domain. An Admin in your organization will manage requests to join your Organization.

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Managing Organization Members

You can manage which Pagos users have access to your Organization within the Members page of your Organization settings. To navigate directly to this page, click Team under your company name in the main settings menu. The Members tab displays a list of Pagos users in your Organization and their role (Member or Admin). Each user has their own Pagos account with unique login credentials.
Organization Members
You can change a member’s role at any time using the Role dropdown menu. To delete a user, click the … icon beside their email address, then click Remove member.

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Inviting New Members

To invite new users to join the organization:
1

In the Members or Invitations tabs of the Members page, 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, edit data connections, make changes to the Organization’s settings, and manage members
4

Click Send invitations

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

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Approving Member Requests

To approve a request to join your Organization from an account with your verified domain, navigate to the Requests tab of the Members Page. Beside the user’s name, click Approve. Click Reject to deny the request.