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Managing Your Account Page

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Written by Tanner Colley
Updated over a week ago

Managing your Account Page allows you to edit account details, add/remove users, custom fields, view fee pricing information, and setting up notifications.

Account Overview

The Account Overview tab is the section where you can manage company details. To access and update your account details:

  1. Navigate to the Account page.

  2. Go to the Overview tab.

  3. Click the Edit Account button.

  4. Edit your account information as needed (e.g., company name, address, etc.)

  5. Click Save Changes to update your account details.

Adding Your Company Logo

Branding your account with your company logo enhances the personalization of your platform. To upload your company logo:

  • Go to the Account page.

  • Click on the icon that represents your company (typically in the top section of the page).

  • Upload the desired logo file.

  • Save the changes.

Managing Users

Managing users within your Account Page allows you to control who has access to your Dhango dashboard and what actions they can perform. You can add, remove, or modify user permissions directly from the Users Tab.

Adding Users

To add a new user to your account:

  1. Navigate to the Account page.

  2. Go to the Users tab.

  3. Click on the + Add User button.

  4. Enter the employee’s email address.

  5. Enable the desired permissions for the users

  6. Click Save Changes to add the user to your account.

Editing User Permissions

If you need to edit a user's permissions:

  1. Go to the Account page.

  2. Click on the Users tab.

  3. Find the user you want to modify and click the pencil icon next to their name.

  4. Modify the permissions as required (you can grant more access or restrict certain actions).

  5. Click Save Changes to apply the updated settings.

Setting Up Email Alerts for Users

You can configure email alerts to notify users about specific actions or updates:

  1. Go to the Account page.

  2. Navigate to the Users tab.

  3. Click on the envelope icon next to the user’s name for whom you want to set up alerts.

  4. Choose the desired notifications to be sent

  5. Click Save Changes to apply the selected alerts.

Deleting Users

To remove a user from your account:

  1. Go to the Account page.

  2. Navigate to the Users tab.

  3. Locate the user you wish to delete and click the trashcan icon next to their name.

  4. Click Confirm to remove user.

Custom Fields

Custom fields allow you to tailor the platform to meet the specific needs of your business. To set up custom fields:

  • Navigate to the Account page.

  • Go to the Custom Fields tab.

  • Define the required fields (such as custom data points related to your business or clients).

  • Save changes to apply your custom fields to the account.

Pricing Details

Your Pricing tab provides an overview of all the transaction information and pricing details related to your account. To access detailed transaction information:

  1. Go to the Account page.

  2. Navigate to the Pricing tab.

  3. Here, you can view the breakdown of StudioPay transaction fees (get screenshot of Mydoma Pricing)

Bank Account Information

You can add and manage your bank account information.

To add your bank account information:

  1. Go to the Account page.

  2. Navigate to the Payment Details tab.

  3. Click the + Add button.

  4. Select the account type (e.g., checking or savings).

  5. Enter your banking information, including account number and routing number.

  6. Click Save Changes to save your banking details.

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