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Documentation Index

Fetch the complete documentation index at: https://support.wepayments.com.br/llms.txt

Use this file to discover all available pages before exploring further.

This guide covers the General Settings menu in the WEpayments Dashboard, including profile management, dashboard layout preferences, understanding roles, and user management.

Accessing General Settings

In the side menu, click Preferences > General Settings. This opens four sub-tabs:
TabWhat it contains
General SettingsBasic access information, dashboard layout and roles assigned
Security and LoginChange password and add 2FA

Profile management

In General Settings, you can view and edit your basic access information:
FieldDescription
NameYour display name
Email addressLogin email
LanguageDashboard language preference

Dashboard layout preferences

OptionWhat it does
Fluid layout (enabled)Allows more information to be displayed on screen
Fluid layout (disabled)Standard fixed-width layout
💡 When enabled, the fluid layout expands the dashboard to use more screen space, showing more information at once.

Understanding roles assigned to your account

In the Roles tab, you can view:
InformationDescription
Roles assignedWhich roles (Moderator, Write, View) your user has
Permissions listWhat actions you can perform (view, edit, create, etc.)

How roles are assigned

ScenarioHow it happens
Initial accessOur integration team assigns roles during onboarding
New usersModerator users can assign roles when creating users
Role changesA Moderator user can change roles for other users
⚠️ Important: A user, even with Moderator role, does not have permission to change their own roles. Another Moderator user must make the change.

User creation limits

QuestionAnswer
How many users can I create?No limit
RecommendationOnly create users who need Dashboard access
ResponsibilityWEpayments is not responsible for accesses created by company moderators
DeletionYou can delete access whenever necessary

Dashboard updates

InformationDetails
Update frequencyOur Dashboard is constantly being updated
NotificationsWe will notify you of changes to your operation
RecommendationKeep an eye out for new versions and update when necessary