Overview
Settings control how your organization operates on the Bousol platform:- Organization Profile — Business information and branding
- Payment Settings — Currencies, fees, and settlement
- Notification Preferences — Email and SMS settings
- Security Settings — Authentication and access controls
Accessing Settings
Click Settings in the sidebar to access organization settings.Organization Profile
Basic Information
| Field | Description |
|---|---|
| Organization Name | Your business name (displayed to customers) |
| Display Name | Short name for UI display |
| Description | Brief description of your business |
| Website | Your organization’s website URL |
Contact Information
| Field | Description |
|---|---|
| Primary contact email | |
| Phone | Primary phone number |
| Address | Business address |
Branding
| Field | Description |
|---|---|
| Logo | Organization logo (displayed on invoices, payment pages) |
| Brand Color | Primary color for your payment pages |
Payment Settings
Accepted Currencies
Configure which currencies you accept:| Currency | Code | Description |
|---|---|---|
| Haitian Gourde | HTG | Local currency |
| US Dollar | USD | Available as USDC |
Default Currency
Set the default currency for new invoices and payment links.Vault Accounts
Your organization’s Stellar accounts for receiving and sending funds:| Account Type | Purpose |
|---|---|
| Receiving Vault | Where customer payments are deposited |
| Operating Vault | Where payouts are sent from |
Note: Vault accounts are configured during onboarding. Contact support to modify.
Fees
View fee configuration for your organization:| Fee Type | Description |
|---|---|
| Collection Fee | Fee on incoming payments (if applicable) |
| Payout Fee | Fee on outgoing payouts (if applicable) |
Notification Settings
Email Notifications
Configure when to send emails:| Event | Options |
|---|---|
| Invoice Created | Send to client |
| Invoice Reminder | Send before due date |
| Payment Received | Notify you and/or client |
| Payout Sent | Notify recipient |
SMS Notifications
Configure when to send SMS:| Event | Options |
|---|---|
| Invoice Created | Send to client |
| Payment Reminder | Send before due date |
| Payment Received | Notify client |
Admin Notifications
Receive alerts for important events:| Event | Description |
|---|---|
| Large Payout | Payouts above threshold |
| Failed Payment | Payment processing errors |
| Approval Required | Items pending your approval |
Security Settings
Two-Factor Authentication (2FA)
Require 2FA for all users:- Go to Settings → Security
- Enable Require 2FA for all users
- Users without 2FA will be prompted to set it up
Session Settings
| Setting | Description |
|---|---|
| Session Timeout | Auto-logout after inactivity (15 min, 30 min, 1 hour, 4 hours) |
| Concurrent Sessions | Allow login from multiple devices |
IP Allowlist
Restrict dashboard access to specific IP addresses:- Go to Settings → Security → IP Allowlist
- Add allowed IP addresses or CIDR ranges
- Enable the allowlist
Warning: Ensure you include your current IP before enabling.
Approval Thresholds
Configure when payouts require approval:| Setting | Description |
|---|---|
| Auto-approve Below | Payouts under this amount don’t require approval |
| Require Level 2 Above | Payouts above this amount need two approvals |
Developer Settings
API Access
Enable or disable API access for your organization:- API Enabled — Allow API key creation and use
- Sandbox Mode — Enable test environment
Webhooks
Configure webhook endpoints to receive event notifications:- Webhook URL — Your server endpoint
- Events — Which events to receive
- Secret — For verifying webhook signatures
Invoice Settings
Invoice Numbering
| Setting | Description |
|---|---|
| Prefix | Text before number (e.g., “INV-”) |
| Next Number | Next invoice number to use |
| Format | Number format (e.g., 4 digits: 0001) |
Invoice Defaults
| Setting | Description |
|---|---|
| Default Due Days | Days until due date (default: 30) |
| Default Currency | Default currency for new invoices |
| Default Tax Rate | If applicable |
Payment Page
Customize the customer payment experience:| Setting | Description |
|---|---|
| Thank You Message | Shown after successful payment |
| Support Email | Displayed for payment questions |
| Terms URL | Link to your terms of service |
Data & Privacy
Data Export
Export all your organization data:- Go to Settings → Data
- Click Request Export
- Receive download link via email
- All transactions
- Client records
- Invoice history
- Audit logs
Data Retention
Configure how long data is retained:| Data Type | Options |
|---|---|
| Audit Logs | 90 days, 1 year, 3 years, Forever |
| Transaction History | Forever (required for compliance) |
Danger Zone
Transfer Ownership
Transfer organization ownership to another user:- Go to Settings → Danger Zone
- Click Transfer Ownership
- Select the new owner (must be an existing admin)
- Confirm with your password
Delete Organization
Permanently delete your organization and all data:Warning: This action cannot be undone.
- Go to Settings → Danger Zone
- Click Delete Organization
- Type your organization name to confirm
- Enter your password
Next Steps
- Team Management — Manage users and roles
- API Authentication — Set up API access
- Webhooks — Configure event notifications