Your platform settings
Set up the fields and stages your ISO actually uses.
Configure navigation, custom fields, enabled features and workflows around your teams. Reuse settings across brands without maintaining separate versions of the product.
What it handles
Adapt navigation, workflows, fields and enabled capabilities within the same platform.
Platform capability
What Configuration & feature controls covers
Adapt navigation, workflows, fields and enabled capabilities within the same platform.
01
Custom fields and business terminology
02
Feature, navigation and module controls
03
Workflow and stage configuration
04
Reusable settings across brands and teams
Workflow notes
Configuration & feature controls in practice
Two teams use different qualification fields and handover rules. Configuration should support those differences while keeping the shared process understandable.
What to prepare
Prepare field definitions, workflow rules, enabled capabilities and ownership of later changes to settings.
Review the workflow
- Identify the task or reporting requirement each setting supports.
- Review a sample record through the configured process.
- Document who may change the configuration and how the change will be checked.
Should configuration changes go straight to the whole team?
Review the effect on existing records, permissions and downstream work first. Agree a controlled change process and acceptance checks that match the significance of the change.
Related tools for your team
- Merchant portal — Provide a branded self-service experience for applications, documents, statements, support and account activity.
- API & webhooks — Exchange data and events with acquirers, providers, customer systems and internal services.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Assign an owner to configuration changes and check the effect before rolling them out to the team.
Continue through Platform
Related capabilities
Show us your brands and team structure.
We will walk through brand settings, user roles and approval rights, then show how to configure the platform for your organisation.