Settings
The settings tab contains account and profile information and configuration which are divided into three sub-tabs - Profile, Security and Compliance.
Profile
The profile tab contains basic information about your business. If your business is unverified, this section will contain the information entered upon registration of your account and will be uneditable. Once your business is verified, the information can be updated as needed.
You will also have the ability to upload your business logo for better personalization of the checkout page for your business. Businesses who upload their logo will find that the checkout page contains the logo for customers to view when making a payment. This is especially important when using our Web Checkout integration.
For best practices on business profile management, refer to the World Bank's SME Finance Guidelines.
Security
The security tab allows you to control your dashboard account's security policy and credentials. You may change your password or enable/disable two factor authentication.
We highly recommend enabling two factor authentication and keeping it enabled!
For more information on implementing strong authentication practices, refer to:
Compliance
The compliance tab is where you can upload your business documents to verify your business before going live. Unverified businesses should follow the steps and enter the required documents and submit for review. The review process should take no more than 2 business days.
If your verification was approved you will find that live mode will be enabled on the dashboard by default. If your verification was rejected, you will receive an email with the rejection reason and be allowed another chance to upload your business documents.
For more information on KYC (Know Your Customer) and business verification standards, refer to the Financial Action Task Force (FATF) Guidelines.
Payment Links
Payment link is a feature that allows you to manually create a payment link and send it to your customers to collect payments. This feature works similarly to our Web Checkout integration but doesn't require any coding.
Related Documentation
Home
The home tab is the first screen you will be greeted with when you login. There you'll have the ability to view statistics about your latest transactions, account balance and more. A date selector gives you the ability to see statistics about a chosen date range.
Test and Live Mode
Learn how to use Test Mode for integration and development before switching to Live Mode. Business verification is required to transition from test to production environment.
Business Selector
Learn how to create and switch between multiple business accounts within your YallaPay dashboard. Each account can have up to 5 separate businesses with independent configurations.