Settings Overview

Audience: All users (changes: Admins only) | Category: Settings

Everyone can open Settings to see how the company is set up. Only Admins can change anything. Non-admins see fields greyed out with a "View only" note.

Settings Pages

• Connections: how deposits reach the bank
• Users: who can sign in
• Agents and Scanners: placeholders for a later release
• Instruments: check types your company accepts
• Distribution: visual designer for check flows

Related articles

• Connections
• Managing Users
• Instruments
• Distribution Flows
• Roles & Permissions