Setting up your account

All the info you need to sign up and setup your Payment Rails account.

8 articles in this collection
Written by Tim Nixon and Minal Chhatbar

Security and Regulatory Information

Written by Tim Nixon
Updated over a week ago

Activating your Account

Step by step details on how to activate your new Payment Rails account.

Written by Tim Nixon
Updated over a week ago

Adding a New Team Member

How to add a new admin user to your account

Written by Tim Nixon
Updated over a week ago

How to set up White Label Emails

Enable automated emails in your brand for your recipients.

Written by Tim Nixon
Updated over a week ago

How to Configure Tax Forms

Settings for Tax Compliances

Written by Tim Nixon
Updated this week

Setting up 2FA (Two-Factor Authentication)

Team member are able to 2FA for extra security of your account

Written by Tim Nixon
Updated over a week ago

How to Add Tags

How to add, delete and use tags

Written by Tim Nixon
Updated over a week ago

Sandbox vs Production

Written by Minal Chhatbar
Updated over a week ago