- Profile Settings > Profile page is aimed to manage your personal settings and security
- Business Settings (General information section) There are a number of Business Settings within each instance of YayPay that you c
- Business Settings (Extended options) The article represents a part of the Business Settings page, the rest of the info
- Excel Mapping The Excel Mapping page is located in Settings Choose a Mapping Excel Type from t
- User Management Go to Settings | User Management to add new users, update existing users, and mak
- Security Groups Overview Security groups allow account administrators to determine which pages an
- Add Sales/CS Users There are various methods to add Sales Specialists or Customer Success Users in Y
- Disputes Settings The Disputes page located in Settings sets up Dispute/Deduction codes, SubCodes,
- System Custom Fields (Editable Custom Fields) Using system or editable custom fields, YayPay users can easily create sets of da
- Sessions & Remember-Me functionality Regular Session If you log in and do not use the checkbox "Remember me", then the
- Single Sign On YayPay supports SSO using SAML 2.0 protocols. As examples, this article provides
- Hide Invoices If you need to hide an invoice (or a group of invoices) from the Customer Portal
- Setting up a Home Page How to Set up a Home Page The home page can be set up for each user of your accou
- Your Customer Success Manager In the top right-hand corner, you can find a "blue hand" icon: Click it to see
- PDFs from Emails Scrape PDFs from Emails To extract templates, PDF attachments, and credit memo PD
- Password Requirements in YayPay Important YayPay does not store password history passwords do not expire there
- Business Level Supplemental Documents The Supplemental Documents page located in Settings is the central point for mana
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