Settings

Manage your merchant profile, team members, branding, notifications, billing, and security in one place.

Settings Profile Team Notifications

Overview

The Settings page is your account control centre — everything from your personal profile to merchant-wide branding lives here. The page uses tabs to keep things organised.

Surfboard Sales Dashboard

Profile

The first tab shows your user profile, with editable fields for:

  • First name and last name
  • Email
  • Phone number
  • Preferred language — English, Svenska, Dansk, Suomi, Norsk
  • Profile photo

Below your personal details, you’ll see the merchant profile — legal name, address, business registration number, contact email, and merchant logo. These details flow through to receipts, invoices, and the customer-facing checkout page.

Team

The Team tab lets you invite colleagues to the portal:

  • Invite by email — they receive a sign-up link
  • Roles — choose what each user can see and do (Owner, Admin, Manager, Cashier)
  • Per-store access — limit users to specific stores
  • Active sessions — see who’s logged in and revoke access if needed

Branding

The Branding tab applies merchant-wide visual identity:

  • Brand colour, accent colour, background colour
  • Font — sans, serif, or mono
  • Logo and icon
  • Button shape — rounded, edgy, or pill

These settings power your branded checkout page, hosted payment links, terminal screens, and any white-labeled portal experience for your customers.

Tip: per-store branding overrides live in Stores → [store] → Branding.

Notifications

Set up alerts for key events:

  • Email — transaction notifications, settlement reports, application updates
  • Slack — daily summaries posted to a channel
  • Webhooks — push events to your own backend

Toggle each notification type on or off and choose recipients per type.

Billing & Payment Methods

Manage the cards on file used for paid add-ons (Loyalty, premium integrations, hardware orders). Add a card, set the default, or remove old ones.

Security

  • Change password
  • Two-factor authentication — enable 2FA via authenticator app
  • API keys — generate, rotate, and revoke keys used by your custom integrations
  • Audit log — a record of important changes made to the account

Logout

A red Logout button in the top-right ends your session and returns you to the login page. Use it whenever you’re stepping away from a shared computer.

Why It Matters

Most of these settings are “set once and forget” — but they shape every customer-facing surface (receipts, checkout, terminal screens) and every notification you receive. Spending 10 minutes here at setup pays dividends every day after.