Settings

Atlar provides powerful configuration options to help you get the most out of the platform.
Use the Settings section to tailor integrations, notifications, and account management to your organization's needs.

Overview

To maximize your experience and maintain a secure platform, Atlar offers several configurable features that can be customized to fit your organization’s workflows.
Under Settings, you can configure or access the following:

• Third-party connections – Manage integrations with banks, PSPs, or other financial partners.
• Connection instructions – Review and control instructions sent to external connections.
• Notifications – Set up alerts for key events to stay informed in real time.
• Organization – Manage company-wide settings such as roles, permissions, and security options.
• Accounts & Entities – Organize your financial structure and control account access.
• Cash flow setup – Configure forecasting and reporting to optimize liquidity management.