Configure Your Office

Steps

1. Open the PayStack portal.

2. Select the office/location you want to configure.

3. Review and update the essentials:
• Office profile (name, contact details)
• Branding (logos and patient-facing branding)
• Billing/statement preferences (if applicable)
• User access (confirm the right roles have the right permissions)

4. Save changes and test by signing in as a typical user role.

What Happens Next

• Updated settings apply to the selected office/location.

• Branding and preferences affect what patients and staff see in workflows that use those settings.

You’ll Know It Worked When

• Your saved settings remain after a refresh.

• Users can access the correct features and see the correct office branding.

Common Issues

• Can’t edit settings: your role may not have admin permissions.

• Changes don’t appear: refresh the portal and confirm you edited the correct office/location.

• Users still can’t do something: verify role/permissions and have them log out/in.