General Settings - Help Center

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:

Tab	What it contains
General Settings	Basic access information, dashboard layout and roles assigned
Security and Login	Change password and add 2FA

Profile management

In General Settings, you can view and edit your basic access information:

Field	Description
Name	Your display name
Email address	Login email
Language	Dashboard language preference

Dashboard layout preferences

Option	What 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:

Information	Description
Roles assigned	Which roles (Moderator, Write, View) your user has
Permissions list	What actions you can perform (view, edit, create, etc.)

How roles are assigned

Scenario	How it happens
Initial access	Our integration team assigns roles during onboarding
New users	Moderator users can assign roles when creating users
Role changes	A 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

Question	Answer
How many users can I create?	No limit
Recommendation	Only create users who need Dashboard access
Responsibility	WEpayments is not responsible for accesses created by company moderators
Deletion	You can delete access whenever necessary

Dashboard updates

Information	Details
Update frequency	Our Dashboard is constantly being updated
Notifications	We will notify you of changes to your operation
Recommendation	Keep an eye out for new versions and update when necessary

​Accessing General Settings

​Profile management

​Dashboard layout preferences

​Understanding roles assigned to your account

​How roles are assigned

​User creation limits

​Dashboard updates