Mono

Ogenna Ogbogu

Ololade Akingbade

Toluwalope Eniafe

Learn more about managing your business settings on the Mono dashboard

Mono Dashboard / Settings

Opt-in to receive monthly performance metrics

How to set up metrics reporting to your email

Get notified when your wallet is low on funds.

How to set up a wallet balance notification

How to edit business information (add a logo, etc)

Tip: Don't forget to assign user roles and permissions to manage team members better and avoid accidental deletion.

How to delete a business

Add multiple businesses to the dashboard across our supported countries.

How to add a new business to the dashboard.

General Settings

How to change ownership of a business

How to revoke teammate access to the Mono Customer Dashboard.

Set Role-based Access Control for each of your teammates

How to change your teammates' permission level.

How to invite teammates to the dashboard.

Create custom roles for role-based access control, tailored to your team's needs

How to create Custom Roles

Team Management

Keep track of events on your business using audit logs.

Audit Logs

A simple guide on how to add contact information for updates on your billing plan

How to update billing contacts

Set up billing management, manage your pricing plan and subscription

How do I manage my current billing?

How do I view my billing per API call

In this article, you will learn the steps to take to cancel your plan and ensure your debit card is not charged.

How to cancel a subscription plan

A guide showing how to switch between currencies.

Billing Currency Switch

Frequently Asked Questions on migration to Direct Debit for Wallet Funding and Subscriptions

FAQs on Direct Debit For Wallet Funding and Subscriptions

This shows you how to switch your subscription method from Card Payments to Direct Debit.

How to Switch Your Billing Method From Card Payments To Direct Debit On Your Mono Dashboard.

How to change your billing method to wallet on your dashboard

A step-by-step guide on how to download your wallet history on Mono Dashboard.

How to export wallet history on the Dashboard

Billing Management

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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