Settings

The Settings section has 13 configuration pages organized by category.

Branding

Brand Settings

Configure your brand identity:

• Display name
• Logo upload
• Primary and accent colors
• Terminology overrides (rename any field label)

Submission Form

Customize the confirmation dialog ISOs see before submitting:

• Layout (1 or 2 columns)
• Header text (rich text with Tiptap editor)
• Field visibility, order, and accent highlighting (drag-and-drop)

Deal Defaults

Expiration Policy

Set default expiration for new deals:

• Number of days from creation
• Applied server-side to all deals missing an explicit expiration

Notification Emails

Default email recipients for deal events. Auto-complete from portal users or enter any email.

Assigned Users

Default portal users assigned to new deals. Auto-complete from your user list.

Prepayment Defaults

Default prepayment configuration for new deals:

• Model selection (step-per-month, fixed windows, or none)
• Model parameters

Access Control

Users

Manage portal users:

• Invite new users (single or bulk CSV upload)
• Assign roles
• Resend invitations
• View login history

API Keys

Manage API keys for programmatic access:

• Create keys with specific scopes
• View/revoke existing keys
• Copy key values (shown once at creation)

Webhooks

Configure webhook subscriptions:

• Target URL
• Event types
• Secret for signature verification
• Enable/disable toggle

Deal Configuration

Guardrails

Set validation rules and constraints for deals:

• Numeric bounds and limits
• Required fields
• Auto-complete for email fields (notification recipients, assigned users)

Display Settings

Default display configuration:

• Fee breakdown visibility
• Prepayment schedule visibility
• Stipulation upload visibility