Settings
By CashCloud1 author27 articles
Advanced Security
Configure advanced security options for your company
- How to Configure Idle TimeReduce the risk of unauthorized access if a session is left unattended.
- How to Enable Two-Factor Authentication (2FA)Add an extra layer of security to your account access
- How to Enable Single Sign-On (SSO)Learn how to enable and configure Single Sign-On (SSO) to securely access CashCloud using your organization’s authentication provider.
- Update Your Company ProfileManage your company's basic information.
- Invite and Manage UsersLearn how to create and manage your CashCloud users.
- Manage Permissions & Create RolesLearn how to view preset roles, review permissions, and create custom roles for your CashCloud users.
- Create Guest SignersAdd signatures into CashCloud to use for signing payments.
- Securing Your AccountAdd security settings to your account for a safer and more private experience.
- Plans & BillingSee your CashCloud subscriptions, add payment methods, and see your billing history.
ACH Configuration
Set up your ACH Configuration to automatically export your payments to your bank account
- Data Groups Overview
- Managing API integrationsIntegrating CashCloud with various applications enables seamless data management and synchronization.
- Managing Database ConnectionsIntegrate data directly from your database into CashCloud, providing seamless data synchronization.
- Managing Flat File ConnectionsIntegrate data from flat files, like CSVs, to streamline data management and import processes.
- How to Set Up a New IntegrationSetting up a new integration in CashCloud lets you connect seamlessly to various applications, flat files, and databases.
- Data Group Setting and Advanced FiltersLearn how to set up and manage Data Groups, including integrations and filters.