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Manage team access

Team access can be managed under your company name > Permissions. Here you can invite new users and manage their access. Watch this video to learn how to manage team access using tags. https://app.arcade.software/share/wSy7qukEZxkfYvDi9olq

How to create a contact

- Go to your Dashboard and select ‘Create a contact’ or go to your Contacts section and select the ‘+ New Contact’ option on the top right corner - Select the type of beneficiary (Individual or Company), add a reference, select a bank account country and currency, select the beneficiary country, add the bank holder name and email address and click ‘create contact’ - The contact will then be available for you to send payments to.

How to create an external account

Through the open baking platform, we can connect to over 5k banks worldwide. This makes it easier to consolidate all your accounts under one roof. To link your external accounts, you will need to click onto the ‘Connect’ option (top right) and follow the steps there. Once an account is connected, you can view data over the last 3 months. Due to the PSD2 regulation, you will be prompted to re-link the accounts every 3 months. Note: there is no limitation on the number of external accounts you c...