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Settings

End users can access their settings from the navigation menu.

End users can take the following actions in their settings:

  • Rearrange and hide any dashboard cards that are able to be moved or hidden.
  • Change the order of their accounts on the dashboard.
  • Manage their accounts (update account credentials, view the institution’s website, delete the institution, hide the account).
  • See and edit their profile information:
    • Email
    • First and last name
    • Zip/Postal code
    • Credit score
    • Birthday (MM/DD/YYYY)
    • Phone number
    • Gender
  • See a history of every device (device ID and device name) that has logged in to the app, and the exact timestamp they logged in. End users can scroll through the entire history.
  • Create a 4-digit pin or enable face ID to log in to the app.
  • Customize their notifications:
    • Enable/disable push notifications.
    • Enable/disable specific notifications.
    • Enable/disable the delivery method for each notification (email, SMS, push).
    • Enable/disable the accounts use for each notification.
    • Customize the threshold used to trigger a notification.
  • See and edit their transaction rules.
  • Set their security questions.
  • Change the text size used in the app.
  • Preview and select different themes.