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

Becca Campbell

Aneesah Ahamed

Courtney Hara

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

What financial documents are required for verification processes, and are there alternative options for submission?

Gabriela Holguin

Setting up your account

Find answers and get help from Intercom Support and Community Experts

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