Overview

The settings section is where the users are able to view and edit personal and company details (only applicable for SME). Included in this section, the users will find different capabilities such as the configuration of notifications, updating passwords and security codes, selecting default language, and seeing other connected bank accounts. As an additional functionality, the user will also be able to delete their account profile if needed.

Located at the right top page, the settings section can be found by clicking on the user icon/image.

Currently, there are 2 different platforms based on capabilities: the User Settings section is divided into different subsections according to the user's needs on each platform. For example, CONSUMER does not include the Company Settings subsection as SME does.

In the next pages, you can find the main functionalities of the platform explained.

Prerequisites

What are the conditions a user needs to satisfy to use these features?

Prerequisite	Explanation
Access to Company Settings in SME	Directors are the only role allowed to consult Company Settings in SME
Access to the general section in CONSUMER	Account Owners are the only role allowed to consult and edit default currency and TellMoney
Security questions in SME/CONSUMER	Only Modulr customers/users will see this section in the Security module in Settings

FAQs

Q: Can a Director edit the personal data of another user?

A: Not from the Settings section, but a Director can modify a user's data from the Team Management section. From Settings, the only person or role who has access is the Account Owner or user.

Q: What happens if I, as a Director, change the default currency?

A: If a Director changes the default currency, all users will see Multi-Account totals shown in the platform's default currency selected. Also, fees that do not pertain to any account will be charged to the main account of the default currency.

Q: Can I delete my profile if I have pending payments or active accounts?

A: No, you need to cancel all your accounts and also be sure that you do not have any pending payments before deleting your profile.

Q: Can I modify my security questions from Settings?

A: No, currently only the answers to the security questions can be viewed. The update for them will be included in the roadmap in short term.

Terms you Need to Know

Word	Definition
Consumer Settings	All consumer users in the platform will have access to their personal settings, and general settings for Account Owners.
SME Settings	All SME or business users in the platform will have access to their personal settings, and company settings for Directors.
Security Questions (Modulr)	All Modulr users need to configure the security questions during onboarding to be able to make card payments with a 3DSecure authentication. However, the section to review them is in the Settings section.
Default currency	As many customers have different currencies in their platform, they can choose a default one to be shown in general balances.
PSD2 TellMoney	It's a 3rd party integration that allows clients to see their other bank account balances from other entities in our platform or their platform.