Settings
Platform branding for the co-branded header, team management, and role-based permissions in Connect.
Settings covers three things: how your brand appears to merchants, who on your team has access, and what they can do.
Branding
Set your platform name, identity, logo, and brand colour. These drive the co-branded header your merchants see, and a live preview shows how your brand pairs with Chargeflow before you save. Branding can be changed at any time; it is not fixed at onboarding.
If you would rather Chargeflow not appear at all, that is a different delivery model, not a branding setting. See White-Label.
Team
Invite members, resend pending invites, change roles, and remove access. Removing access is immediate.
Roles and permissions
Permissions are defined per role at four levels:
| Level | What it allows |
|---|---|
| No access | The area is not visible |
| View | Read only |
| Add | Create records in the area |
| Actions | Act on records, including submissions and merchant state changes |
Give support teams View on Disputes and nothing else: it covers every "where is my dispute" question without putting a submission button in front of someone who is not accountable for it.