Welcome to Twikey !
Your journey with us begins now, and we're thrilled to have you be a part of our innovative solution.
With access now in your hands, we will ask you to validate some settings we already prepared for you.
Once those validations are done, we will guide you to the next steps towards full activation.
We also prepared a configuration checklist for you, making it easy for you to follow up on the most important steps to take.
When it comes to setting up agreement and transactions, accurate and up-to-date company information is of utmost importance.
Therefore, we ask you to run a double check on your company details.
Important !: please add an emergency contact, so you or a colleague (see users below) will be contacted in case of urgent matters.
Go to Settings > Company information
Considering the importance of some data, some things cannot be changed. If a change is needed, please contact our support.
More information can be found in managing your company information.
Your logo and company colours are used in different places. It is printed on the agreement, shown in online flows and email communication with your clients.
We've uploaded your logo and adapted the colours, but it is also possible to change this whenever you want to.
Go to Settings > Branding
More information can be found in managing your branding.
We have granted you access as an admin of controller user. Admin access is a level of privilege that allows a user to manage and oversee various aspects of your Twikey environment. Admin users have the authority to invite new users, assign roles and permissions, reset passwords and handle user access to different features and resources.
Important!: please add at least one extra admin/controller user to prevent access loss.
Go to Settings > Users
More information can be found in managing your users.
The mail integration needs to be activated when you decide to send emails to your clients via Twikey. A correct configuration prevents emails arriving in spam folder of your customers and maximizes the conversion by sending them from your own domain name.
Go to Settings > Integrations > Email to verify if your integration is (already) activated.
More information can be found in activating your mail integration.
Depending on your needs, Twikey already created and configured one or more profiles.
A profile is necessary to manage agreements, transactions, invoices, payment links and refunds.
A profile can be created by our support team or you can create a profile yourself.
For now, it is important to check the basic settings of the profile(s), later on we will dive deeper in the settings of each profile.
Go to Settings > Profiles and check the following parameters per profile:
[x] Tab General: Is the type of the profile correct?
[x] Tab General: Is the creditor ID correct?
Important !: please contact support if one or more settings are not correct.
Did you know you can already start inviting your customers to sign a CORE and/or B2B agreement as soon as:
Did you know you can already import existing direct debit agreements?
More information can be found in importing your agreements
For the NETHERLANDS other rules apply:
Did you know you can already start inviting your customers to sign a CORE agreement as soon as:
Did you know you can already start inviting your customers to sign a B2B agreement as soon as:
Did you know you can already start inviting your customers to sign a Recurring Credit Card agreement as soon as:
Did you know you can already import existing credit card tokens?
Contact support if you wish to do so.