Your Account Dashboard
Managing your Robin account is simple and straightforward. Access all settings, update business information, and control team permissions from one central location.Quick Access: Find account settings in the Robin app under Profile →
Settings, or login to merchant.robin.now on desktop.
Account Overview
Key Account Areas
Business Profile
Company details and branding
Team Access
Staff accounts and permissions
Security
Password and 2FA settings
Billing
Subscription and payment methods
Business Profile
Essential Information
1
Business Details
Update anytime: - Business name (as per SSM) - Registration number -
Business type/category - Operating hours - Contact information
2
Business Address
Manage locations: - Primary outlet address - Additional outlets - Delivery
radius - Google Maps link
3
Branding
Customize appearance: - Upload logo (300x300px) - Brand colors - Receipt
footer message - Social media links
Bank Account Management
Settlement Account
Current Account: Maybank ****4567 To change bank account: 1. Go to
Settings → Banking 2. Add new account details 3. Verify with micro-deposit 4.
Set as primary 5. Remove old account ⚠️ Changes take 2 business days
Team Management
Adding Team Members
- Staff Roles
- Admin Roles
Cashier - Basic access - Process payments - Issue receipts - View own
sales - No settings access Supervisor - Extended access - All cashier
permissions - View reports - Process refunds - Manage inventory
Managing Permissions
Setting Up New Staff
Setting Up New Staff
- Go to Team → Add Member 2. Enter phone number 3. Assign role 4. Set permissions 5. Staff receives invite SMS 6. They download app and accept
Custom Permissions
Custom Permissions
Fine-tune access: - Payment processing ✓ - Refund authority ✗ - Report
viewing ✓ - Inventory management ✗ - Customer data ✓ - Settings access ✗
Removing Access
Removing Access
When staff leaves: 1. Immediate deactivation 2. Historical data preserved 3.
Cannot login anymore 4. Reassign transactions if needed
Security Settings
Account Protection
Password Management
- Minimum 8 characters - Mix of letters/numbers - Change every 90 days - No reuse of last 5 - Reset via SMS/email
Two-Factor Auth
Enable 2FA for: - Account login - Settings changes - Bank updates - Team
management - Via SMS or app
Login Security
Monitor account access: - View login history - See device locations - Get
alerts for new devices - Force logout all devices - Report suspicious activity
Notification Preferences
Managing Alerts
- Transaction Alerts
- Business Alerts
- Delivery Channels
Configure notifications for: - ✓ Large transactions (>RM 500) - ✓ Refund
requests - ✗ Every payment (too many!) - ✓ Daily summary - ✓ Settlement
confirmations
Billing & Subscription
Managing Your Plan
Current Subscription
Robin Pro - RM 50/month Next billing: 15 Feb 2025 Payment method:
Auto-deduct from settlements Actions: - View invoices - Change payment method
- Download statements - Update billing info - Cancel subscription
Payment Methods
Update Payment Method
Update Payment Method
For Pro subscription: 1. Go to Billing → Payment Methods 2. Add new
card/bank 3. Set as primary 4. Remove old method 5. Confirm next charge
Billing History
Billing History
Access all invoices: - Monthly statements - Transaction fee summaries - Pro
subscription charges - Download PDF/CSV - E-invoice compliant
Account Limits
Understanding Limits
| Feature | Free Plan | Pro Plan |
|---|---|---|
| Team Members | 3 | Unlimited |
| Outlets | 1 | 5 |
| Monthly Volume | No limit | No limit |
| API Access | No | Yes |
| Data Export | 3 months | All time |
Data & Privacy
Your Data Rights
Data Management
You can always: - ✓ Export all data (CSV/JSON) - ✓ Request data deletion - ✓
See what data we store - ✓ Correct any information - ✓ Opt-out of features
Email: privacy@robin.now
Account Deletion
Closing your account: Before closing: - Export all data - Process final
settlement - Inform customers - Cancel subscriptions Note: Some data retained
for legal compliance (7 years)
Multi-Outlet Management
Managing Multiple Locations
1
Add Outlet
Settings → Outlets → Add New Requires Pro plan
2
Configure Each
- Unique address - Operating hours - Staff assignments - Local settings
3
Central Dashboard
View all outlets: - Combined reports - Individual performance - Transfer
inventory - Unified settlements
API & Integrations
Developer Access (Pro)
API Configuration
Generate API keys for: - Custom integrations - Third-party tools - Reporting
systems - Accounting software Manage at: Settings → Developer → API Keys Rate
limits: 100 requests/minute
Account Maintenance
Best Practices
Monthly checklist: ☐ Review team access ☐ Update business info ☐ Check
security settings ☐ Verify bank details ☐ Download statements ☐ Clean up old
data
Regular Updates
Keep updated:- Business hours (holidays)
- Contact information
- Bank account details
- Team members
- Security settings
Troubleshooting
Can't access account
Can't access account
- Check internet connection 2. Verify phone number correct 3. Try password reset 4. Clear app cache 5. Contact support
Settings not saving
Settings not saving
- Check role permissions - Verify all required fields - Try again in 5 minutes - Use different device - Report if persists
Team member issues
Team member issues
- Resend invitation - Check phone number - Verify role settings - Remove and re-add - Contact support
Support Channels
Getting Help
In-App Chat
Fastest response 9 AM - 6 PM daily
Email Support
support@robin.now 24-48 hour response
Help Center
docs.robin.now 24/7 self-service