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How to Manage Your Organization's Advanced Settings?
How to Manage Your Organization's Advanced Settings?

The Organization Advanced Settings empower admins to configure essential features affecting the entire organization. This includes defining cash pools, accessing public API settings, and managing API credentials.

Updated over a week ago

How to Define Cash Pools for Automatic Balancing Transfers

Cash pools enable automatic balancing transfer suggestions between your accounts, streamlining your cash management process.

  1. Click on the cogwheel in the blue banner

  2. Navigate to Advanced Settings

  3. Select Cash Pools.

  4. Click Create a Cash Pool.

  5. Enter a name for the cash pool

  6. Click Create. ✅

How to Access and Manage Public API Settings

Integrate with external systems by accessing your organization's Public API settings.

  • View Organization ID: Your organization ID is essential for API integration.

  • Manage API Credentials:

    1. Go to API Settings,

    2. Click Generate New Credential.

    3. Copy the generated credentials for your API usage. 💡

  • Visit Developer Portal:

💡 Tips

  • Regularly update your cash pools to reflect changes in your accounts.

  • Keep your API credentials secure to protect your organization's data.

  • Use the Developer Portal for guidance on integrating the API with your systems.

FAQ ❓

How do I revoke API credentials if they are compromised?

Go to API Credentials in the API settings, find the compromised credential, and click on the trash can. Generate a new credential if necessary.

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