Settle

Getting started

Setting up multi-factor authentication (MFA)

This guide will walk you through the essential steps to set up your account and integrate your systems efficiently

Step-by-step onboarding guide for new customers

Settle quick start guide for Launch subscription

Aneesah Ahamed

Becca Campbell

Gabriela Holguin

Setup and manage your account and payments

General Account 

Creating your account

How to edit notification settings

Learn how to add bills to your Settle account

Adding and importing bills

Adding a bank account

Managing team members in Settle 🤝

Assigning user roles

Create custom roles

Define who from your team needs to approve bills and payments, along with the approval criteria and thresholds themselves.

Creating and reviewing approval workflows

What is a beneficial owner and why does Settle need that information?

Subscription plans, usage billing & billing

How do I edit my business information?

What information is required to get started with Settle?

How to use multi business view

Resetting your password

Mary Eid

Setting up your account

Find answers and get help from Intercom Support and Community Experts

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