Banking Settings

Summary: This article reviews the Settings section of Centime Banking and how to configure them.

Article Contains:

• Navigation
• My Profile
• Company Profile
• Financial Institutions

Navigation

To navigate to Settings, click on the gear icon on the top right of the screen.

Once in Settings, you can navigate to the area you need to access on the left hand side of the page.

My Profile

This section allows the user to edit the personal details of their profile including:

• Name
• Email
• Job title
• Phone number
• Password
• Idle timeout time

Company Profile

Following are the tabs available under the Company Profile

Company Information

Users can modify the details of their business in the company information section. This includes details such as their Federal Tax ID, their business address, and other contact information. This information will be captured during the application stage.

Users

The Users tab allows users to add their team members to the Centime Banking platform. Users are required to input the name and email address of their team member to create a user profile. Once the user profile is created, users can modify the permissions associated with this profile which determines the access level assigned to the user.

Billing

Billing section allows the users to modify their card details and view the details of their billing cycle.

Ownership and Control

Users can modify the details of their Owner, Authorized Signatory or Controlling Officers for their business in this section. These details are initially captured during the application process.