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  2. Getting Started with Your Account

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Getting Started with Your Account

This category contains sections with articles related to topics regarding getting started in your uAccept cloud portal.

Getting started
  • uAccept Reports
  • Contact Us
  • What is my Dealer ID?
  • Logging in and out of the uAccept Cloud Portal
  • Creating a new account
  • Setup Wizard
See all 12 articles

Account settings
  • Cancel your account
  • Billing information
  • Managing your billing invoices
  • Uploading company logo

User settings
  • Adding administrators
  • Adding users
  • Adding user web policies
  • Adding user policies
  • Adding user groups

Regions & Stores
  • Adding stores
  • Adding a region

Tax rules, Special fees, & Discounts
  • Set up tax rules
  • Adding special fees
  • Adding discounts
  • Free items

Customers, Loyalty, & Store credit
  • Managing customers
  • Loyalty program settings
  • Liabilities report
  • Managing loyalty members

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