The Roqqett portal provides the tools for you to manage all elements of you Roqqett business account.
On logging in, you will see the organisation(s) that your account is related to and will be able to open each by clicking on their name. The Organisations page also provides helpful payment totals that quickly show how much you have taken today (from midnight), in last 7 days and last 30 days.
Updating an organisations settings can be easily done within the Settings page - found by clicking Settings in left hand menubar (see below).
This page will let you update the some key settings and your business logo. The logo is important to setup correctly so that your customers get the best experience when paying you. The logo will be visible on both web and app payments as shown here:
Locked business settings
You may have noticed that some settings cannot be changed. This is because they were used to verify your business and may need re-verifying if were to change. If you need to change any of these please reach out to Roqqett support
Due to the risks of using incorrect bank accounts we have added layer of security so you can be sure your payments will end up in the right place. This however means that to add further bank accounts you must contact Roqqett support who will help get your new account verified and ready for use asap.
ℹ️ Note: Your organisation's initial bank account will be the one you provided when you completed Roqqett Signup and will have been verified as part of your onboarding.
Your team is crucial to your organisation and we understand that some may need access to help manage your organisation's operations with Roqqett 🚀.
Adding them is simple. Navigate to Users in the left menu bar and use the Create new form to input the details of your team member and once created, they will receive a email with a link to create a password and log in.
ℹ️ Note: It's important to ensure their email address is correct as this will be their username and also that they are given the correct user type - manager users have the highest level of permissions and can change most settings of the organisation, whereas basic users are read-only users.
Updated 4 months ago