# Overview The **Settings** section enables you to view your profile, business, account, settlement, and billing details. It also enables you to manage team members. Go to the **Settings** section as follows: 1. [Log in](/docs/dashboard-overview#log-in-to-the-dashboard) to the Peach Payments Dashboard. 2. In the left navigation menu, click **Settings**. Only [certain roles](/docs/dashboard-settings#roles-and-permissions) can manage settings. ## Roles and permissions The following video showcases how to invite users to the Peach Payments Dashboard: Depending on your roles, you might not have access to all functionality on the Peach Payments Dashboard: * **Owner:** The first person given access to the Peach Payments Dashboard is the sole owner. The owner has access to all functions in the Dashboard. You cannot remove the owner but can transfer ownership to another user. * **Admin:** Performs functions that relate to the operation of the business, but cannot change business entity configuration and compliance settings. * **Developer:** Performs functions that a business requires to integrate, test, and take a service live. Can view and manage integration settings and credentials. * **Operations:** Performs functions that support the operation of the business. * **Finance:** Uses financial and reporting tools. * **Support:** Performs functions that ensure the smooth running of the business. * **MOTO:** Processes payments with the [MOTO (virtual terminal)](/docs/dashboard-moto) product, but cannot view MOTO credentials. - You can combine developer, operations, finance, support, and MOTO roles. For example, a user can have both developer and operations roles. - You cannot combine the admin role with any other role. - You can assign the MOTO role only if you have [MOTO](/docs/dashboard-moto) activated.
Category Function Owner Admin Developer Operations Finance Support MOTO
Transactions View transactions
Refund, reverse, or capture a transaction
View connector logs
Export transactions
MOTO Process MOTO payments
View MOTO credentials
Payment methods Activate or pause payment methods
Reporting Manage reconciliation and settlement reconciliation
Settings View and edit business details
View and edit business logo
View account details
View settlement and billing details
User management
View user logs
Leave business
# My Profile ## Leave business Only [certain roles](/docs/dashboard-settings#roles-and-permissions) can leave a business. To leave a business: 1. In the **My Profile** tab, scroll down to the **Businesses** section, and click the three dots next to the business that you want to leave. Leave business. 2. Click **Leave business**. You lose access to the business. # Business ## Upload your business logo Only [certain roles](/docs/dashboard-settings#roles-and-permissions) can upload or edit your business logo. 1. In the **Business** tab, click **Choose file** in the **Business logo** section. 2. Select your business's logo, adhering to the following restrictions: * Format: PNG or JPEG * Size: 3 MB or less * Aspect ratio: 4.22:1 (width x height) and at least 152 pixels by 36 pixels * White space: Minimal 3. Click **Open**. 4. Reposition and zoom the logo so that it fits appropriately, then click **Save logo**. Your logo appears in the **Business logo** section. ## Delete your business logo Only [certain roles](/docs/dashboard-settings#roles-and-permissions) can delete your business logo. In the **Business** tab, click the bin icon in the **Business logo** section. This removes your logo and updates the preview to show your business name. ## Add or update your business website URL Only [certain roles](/docs/dashboard-settings#roles-and-permissions) can add or update your business website URL. 1. In the **Business** tab, scroll down to the **Business details** section and click **Add URL** if you haven't set your website URL or **Request website URL change** to change your existing website URL. 2. If you're adding a website URL for the first time, enter your website URL and click **Save**. If you're changing your existing website URL, enter your new website URL, select the reason for changing the URL, and click **Request change**. Change business website URL. Peach Payments sets the business website URL to pending until the risk team has reviewed the new website, whereafter it takes effect. # Account ## Find your Peach ID To open your Peach Payments statement, you need your Peach ID. In the **Account** tab, find your Peach ID in the **Account details** section. ## View your account contacts When you registered with Peach Payments, you provided contact details for different functions, including: * Business contact * Financial contact * Developer contact * Reconciliation contact * Merchant customer contact * Risk contact Depending on the nature of the communication, Peach Payments emails the respective contact. # Settlements & Billing Only [certain roles](/docs/dashboard-settings#roles-and-permissions) can view the **Settlements & Billing** tab. ## View billing and settlement bank details In the **Settlements & Billing** tab, view your billing bank account details in the **Billing account** section and your settlement bank account details in the **Settlement account** section. To update your billing or settlement bank account, or to change your debit order mandates, [contact support](https://support.peachpayments.com/support/tickets/new?ticket_form=log_a_support_ticket). ## Set custom settlement deposit reference You can set a custom deposit reference that appears on your bank statement for settlement deposits from Peach Payments. This helps you identify and reconcile settlements more easily. 1. [Log in](/docs/dashboard-overview#log-in-to-the-dashboard) to the Peach Payments Dashboard. 2. In the left navigation menu, click **Settings**. 3. Select the **Settlements & Billing** tab. 4. Scroll down to the **Settlement custom deposit reference** section, enter your custom deposit reference, and click **Update details**. Going forward, your bank statement includes this reference for the Peach Payments settlement deposit. # Team The Dashboard's user management functionality enables you to add, edit, or remove users' access to the Dashboard. Only [certain roles](/docs/dashboard-settings#roles-and-permissions) can manage users. ## Add team members To add a user to the Dashboard: 1. In the **Team** tab, click **Add members** in the upper right of the screen. 2. Enter the members' email addresses, pressing **Enter** after each address. 3. Select the roles that you want all the members to have. You can combine developer, operations, finance, support, and MOTO roles. You cannot combine the admin role with any other role. You can assign the MOTO role only if you have [MOTO](/docs/dashboard-moto) activated. The summary panel on the right lists the functions that the roles provide. 4. Click **Send invites**. Your team members receive email invites enabling them to log in to the Dashboard. ## Edit a team member You cannot change the owner's role. To do so, you must first transfer ownership to another user, then change the old owner's role. To edit a user's role: 1. In the **Team** tab, select one of your team members. 2. In the details panel that appears, click the three dots in the upper right of the screen. 3. Click **Update role**. 4. Select the new roles that you want the user to have. You might need to clear certain roles to have access to the other roles, for example, you cannot combine the admin role with any other role. 5. Click **Apply**. The team member gains the new roles. ## Remove a team member You cannot remove the owner but can transfer ownership to another user. If there is one user, invite another user, transfer ownership to that user, and then remove the old owner. To remove a user from the Dashboard: 1. In the **Team** tab, select one of your team members. 2. In the details panel that appears, click the three dots in the upper right of the screen. 3. Click **Remove**. 4. In the confirmation window, click **Continue**. The team member no longer has access to the business in the Dashboard. ## Reset two-factor authentication enrolment If a team member has lost access to their authenticator app, owner and administrator users can reset the team member's two-factor authentication enrolment. This removes the team member's authenticator app but keeps two-factor authentication required. The team member must set up two-factor authentication again on their next login. To reset a team member's two-factor authentication enrolment: 1. In the **Team** tab, select one of your team members. 2. In the details panel that appears, click the three dots in the upper right of the screen. 3. Click **Reset 2FA enrollment**. 4. In the **Reset 2FA enrollment** window that appears, click **Continue**. The next time the team member [logs in](/docs/dashboard-overview#log-in-to-the-dashboard) to the Peach Payments Dashboard, they must [enrol in two-factor authentication](/docs/dashboard-overview#enrol-in-two-factor-authentication) again. ## Manage team members for multiple businesses If you've got owner or administrator access to an organisation that includes multiple businesses, you can manage team members for all the businesses as follows: 1. In the top menu, click **Businesses**. 2. In the **Business filter** window that appears, search for and select the businesses whose team members you want to manage. To manage the team members for all businesses that you have access to, select the **All businesses** check box. The business filter enables you to select the businesses whose team members you want to manage. 3. Click **Apply**. The Dashboard updates to show team members for all the selected businesses. The team listing now includes a **Business access** column showing how many businesses the team member has access to. If a team member has more than one role, the team listing includes a row for each role and shows how many businesses the team member has that role in. To see which businesses a user has access to, click the user and then select the **Businesses** tab. The **Businesses** tab enables you to view which businesses the user has access to. If you've got access to an organisation with multiple businesses: * When adding team members, you can add them to multiple businesses. Add team members to multiple businesses. * When editing a team member's role, you can edit their role for multiple businesses. Edit a team member's role for multiple businesses. * When removing team members, you can remove them from multiple businesses. Remove team members from multiple businesses. # User logs Only [certain roles](/docs/dashboard-settings#roles-and-permissions) can view user logs. The Dashboard's user logs functionality enables you to view who performed certain actions. Clicking a user log entry provides comprehensive details on the action. ## Search logs The user logs search bar enables you to search by: * Email address: Returns all actions performed by a specific user's email address. * Event ID: Returns the action related to the event ID. Event IDs look similar to `9898f232-364a-4c22-99ae-5d994b47746z`. Logs for a specific email address. ## Filter logs The Dashboard supports filtering by multiple fields, including user email addresses, actions, and categories: 1. Click **Filters** to expand the filter section. You can filter by multiple categories. 2. Expand the **Users** section and select the users that you want to filter for, for example, `john@example.com` and `grace@example.com`. The **Users** section also contains a search bar that you can use to search for specific email addresses. You cannot use the search bar to search for actions or categories. 3. Expand the **Action** section and select the actions that you want to filter for, for example, **Activate payment method**. 4. Expand the **Category** section and select the categories that you want to filter for, for example, **Payment Methods**. 5. Click **Apply** to apply the filters. This applies the filters that you selected. Click the **Clear** button to remove all the filters. You can also click the **Reset** button in the **Advanced filters** panel to reset the filters. --- Interactive version: https://playground.sandbox-next.peachpayments.com/docs/dashboard-settings