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How to manage user preferences and security

When editing a user, admins can configure individual preferences and security settings.

Important: If you encounter any errors when trying to add or reactivate a user, contact support for assistance.

TabWhat you can manage
PreferencesATM withdrawal access, notification preferences
SecurityMFA status, password reset

How to access user settings

  • Click Users in the sidebar.
  • Select the user you want to manage.
  • Click Edit user.
  • Navigate to the Preferences or Security tab.

Preferences tab

The Preferences tab lets you configure per-user settings:

  • ATM withdrawal — enable or disable ATM access for this user.
  • Notification preferences — control what notifications this user receives.

Tip: Company-wide ATM blocking (in Preferences) overrides per-user settings. If ATM is blocked company-wide, enabling it per-user has no effect.

Security tab

The Security tab shows:

  • MFA status — whether the user has MFA enabled and which method they use.
  • Password reset — send a password reset link to the user’s email.

Common questions

Can a user change their own preferences?
Users can manage their own profile and password from the More screen in the mobile app. ATM and notification preferences are admin-controlled.
What happens when I send a password reset?
The user receives an email with a reset link. Their current password continues to work until they complete the reset.
Can I disable MFA for a user?
Yes. On the Security tab, you can disable MFA for the user. They can re-enable it from their own profile.