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10- Settings Profile

Settings & Profile


This guide covers all settings tabs, your profile configuration, and account management.


The Settings page is organized into 9 tabs. Navigate to Dashboard > Settings and click any tab at the top, or go directly using a URL like /dashboard/settings?tab=general.



General Tab


The General tab manages your personal profile information.


Field

Description

Notes

Full Name

Your display name across the platform

Locked if KYC-verified (shows "(Verified)" label)

Username

Your unique @handle (e.g., @johndoe)

Set once — permanently immutable after saving. Min 3 characters, alphanumeric plus _ and - only.

Email

Your email address

Read-only, cannot be changed

Advertiser Username

Your @handle displayed on marketplace offers

Used when you create trade offers

Business Name

Your business or organization name

Set once — locked after saving.

Country

Your country of residence

Free text input

Phone

Your phone number

Used for contact purposes

Bio

A short description about yourself

Textarea with a 500-character limit (counter shown)


Click Save to apply changes.


Important: Username and Business Name can only be set once. Choose carefully — they cannot be changed after you save them.



Tenant Tab


The Tenant tab manages settings for your current team/organization.


Setting

Description

Default Currency

Your preferred fiat currency (USD, EUR, GBP, or CAD)

Timezone

Your local timezone for displaying dates and times

Trading Enabled

Toggle to enable or disable trading for this tenant


Click Save to apply changes.



Security Tab


The Security tab lets you change your password.


  1. Enter your Current Password.
  2. Enter your New Password.
  3. Enter Confirm New Password (must match).
  4. Click Change Password.


Session Duration


When logging in, you can choose how long your session lasts:


Option

Duration

1 day

Session expires after 24 hours

7 days

Session expires after 1 week (default)

30 days

Session expires after 1 month

90 days

Session expires after 3 months


Best Practices


  • Use a strong, unique password that you do not reuse on other sites.
  • Choose a shorter session duration on shared or public devices.
  • Log out when you are done on a shared computer.



Language Tab


The platform is available in 4 languages:


Language

Label

English

English

Spanish

Espanol

Haitian Creole

Kreyol

French

Francais


To change your language:


  1. Select your preferred language.
  2. Click Save.
  3. The page reloads and the entire interface updates to your chosen language.


Tip: The language setting also affects the trade chat translation feature. Received messages are translated into your selected language.



Notifications Tab


Control which notifications you receive with 7 toggle switches:


Notification

When It Triggers

New Trade

Someone places a trade on your offer

Trade Accepted

The seller accepts your trade

Payment Marked

The buyer marked payment as sent

Trade Completed

A trade completes successfully

Trade Cancelled

A trade is cancelled

Trade Disputed

A dispute is opened on a trade

New Message

You receive a new message in a trade chat


Toggle each notification on or off according to your preferences. Changes are saved automatically.



Privacy Tab


The Privacy tab shows your Blocked Users list.


Viewing Blocked Users


Each blocked user entry shows:

  • Name — The blocked user's display name
  • Email — Their email address
  • Blocked On — Date and time you blocked them
  • Reason — The reason you provided when blocking


Unblocking a User


  1. Find the user in the blocked list.
  2. Click Unblock.
  3. The user regains the ability to see your offers and trade with you.


Tip: You can block/unblock users from the trade detail page as well. See the Trade Chat guide.



Verification Tab


The Verification tab embeds the KYC (Know Your Customer) verification flow directly in settings. This is the same as visiting Dashboard > KYC.


See the dedicated KYC Verification guide for full details on the verification process.



Team Tab


The Team tab embeds the Team Management interface directly in settings. This is the same as visiting Dashboard > Team.


See the Team Management guide for full details on inviting members, roles, and permissions.



Integrations Tab


The Integrations tab lets you connect email service providers for sending notifications and communications.


Supported Integrations


Service

Description

Zeptomail

Transactional email service

Mailgun

Email delivery API

SendGrid

Cloud-based email platform

MailChimp

Email marketing platform

Zapier

Workflow automation


Managing Integrations


  1. Click Add Integration to connect a new service.
  2. Enter the required credentials for the service (API key, domain, etc.).
  3. Click Save to add the integration.


For each connected integration, you can:


  • Test — Send a test message to verify the connection works
  • Enable / Disable — Toggle the integration on or off
  • Edit — Update the configuration or credentials
  • Delete — Remove the integration permanently
  • Set as Primary — Mark one integration as the primary email sender



Viewing Your Public Profile


Other users can see your public profile when they interact with your offers or trades. Your profile shows:


  • Display name
  • Trading statistics — Number of completed trades, success rate
  • Reputation — Based on your trade history
  • Response time — How quickly you typically respond
  • Account age — When you joined the platform


To view your own profile as others see it:


  1. Click your name or avatar in the dashboard.
  2. Or navigate directly to /profile/[your-id].


Updated on: 05/03/2026

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