Setting up your account
Creating your account
How to edit notification settings
Adding and importing bills π₯
Adding a bank account π¦
Managing team members in Settle π€
Assigning user roles π₯
Create custom roles
Creating and reviewing approval workflows π
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?