The Settings section of the Ryft Portal allows users to visualise and manage various account settings, including their personal details, managing users and banking information.
It is accessible by clicking on the user icon located at the top-right corner of the Ryft Portal interface, then selecting Settings from the dropdown menu.
The Account section allows users to visualise their account information, including the account ID, Personal Details and documents required for account verification.
The Users section allows users to manage the users associated with their account. Users can add new users, edit existing user details, and remove users as needed.
In particular, there are different roles that can be assigned to users, each with specific permissions:
- Admin: Can manage all aspects of the account, including adding and removing users, managing banking information, generating reports and viewing all account details.
- Auditor: Can view all account details but cannot make any changes.
- Developer: Can view and manage API keys and webhooks, but cannot access sensitive account information or manage users.
The Banking section allows users to manage their banking information for payouts. Users can add up to one Bank Account for each currency. This section also allow users to change the payout mode, which can be set to either "Manual" or "Daily".
The Capabilities section provides an overview of the card schemes and payment methods that are currently enabled or can be enabled for the account.
Amex payments are disabled by default for both Main Accounts and Sub-Accounts and must be activated before they can be accepted.
Main Accounts and Hosted Sub-Account holders can enable Amex by navigating to this section in the Ryft Portal and ensuring that all required information has been provided as indicated before enabling the capability.
For Non-Hosted Sub-Accounts, this is done by the Main Account using the Accounts API by including AmexPayments in the capabilities object when updating the Sub-Account as shown below:
Request Example:
{
"capabilities": {
"amexPayments": {
"requested": true
}
}
}The Capabilities section also allows the In-Person Payments feature to be enabled. This is a prerequisite for processing transactions using Ryft's physical payment terminals.
This capability must be enabled for both Main Accounts and any Sub-Accounts that will be processing in-person payments. For more information on enabling this capability, please refer to the Set-Up Terminal guide.
The Platform section allows users to visualise the details of their platform as viewed by their sub-accounts. This includes the Name, Description, Website URL and Logo Image URL.
In this section, users can also visualise the minimum amount sub-accounts must have in their balance to be able to make payouts.