How do I manage my Atoa account?
Managing your Atoa account is straightforward whether you're at your desk or on the go. From adding your team and
tracking payments to updating your settings and keeping your account secure, everything is accessible from the Atoa
Business Dashboard or the Atoa Business app.
How do I access my Atoa account?
You can manage your account in two ways - from the Atoa Business Dashboard on desktop, or through the Atoa Business app
on your phone.
- Dashboard: Log in at dashboard.paywithatoa.co.uk
- App: Download the Atoa Business app free from the App Store or Google Play
How do I add and manage my team?
You can add staff to your Atoa account manually, invite them remotely via a link, or they can add themselves using a
sign-up flow. For full instructions, see How do I add employees?
Once added, you can assign each team member a role based on what they need access to:
- Cashier – Can view their own transactions and process bulk payments. This is a default role and cannot be edited or
deleted.
- Supervisor – Can manage staff, view all payments, and process bulk payments. This is a default role and cannot be
edited or deleted.
- Admin – Has full access to payments, refunds, staff, bank accounts, settings, and billing. This is a default role
and cannot be edited or deleted.
If the built-in roles don't fit your team structure, you can create a custom role, give it a name, and assign it exactly
the permissions you need.
How do I manage multiple business locations?
You can manage multiple locations from a single Atoa account, with full visibility across all sites from your dashboard.
To add more business locations to your Atoa account, get in touch with us at hello@paywithatoa.co.uk.
For more details, click here.
How do I create and manage payment links?
You can create payment links directly from the Atoa Business Dashboard or app. Go to the Links icon, tap New Link, enter
the amount, and add the customer's phone number or email. The link is sent via SMS or email instantly.
You can also:
- Add a note to each link (such as a customer name or reference)
- Set a reminder so customers receive a nudge to pay on time
- Toggle between paid and unpaid links to track outstanding payments
For full details, see the Payment Links guide in our Help Centre.
How do I download my transaction history or payment reports?
You can export your transaction history directly from the Atoa dashboard in a few steps.
Go to the Payments tab and click the Export button in the top right. A pop-up will appear where you can:
- Select a date range
- Choose your file format: CSV or PDF
- Filter by location (if you manage multiple sites)
Click Export and the file will download automatically.
How do I update my bank account details?
You can add, edit, and manage multiple bank accounts from your Atoa account settings. You can also choose which account
to use for receiving payments and which for billing.
For a full walkthrough, click here.
If you run into any issues, contact us at hello@paywithatoa.co.uk.
How do I change my plan or subscription?
Go to Settings, select Billing, then click on the Add-ons section. Growth and Advance plans are available here. Choose
what suits your business best
If your business turnover is over £150K and you need additional features or integrations, get in touch for a custom
pricing plan tailored to your business.
If you're unsure which plan is right for you, email us at hello@paywithatoa.co.uk and we can walk you through the
options.
How do I update my business details?
Some business details, such as your registered business name or address, cannot be updated directly. If anything needs
to change, contact us at hello@paywithatoa.co.uk as soon as possible and we'll update your account.
How do I keep my account secure?
Atoa uses two-step authentication or two-factor authentication (2FA) to give your account added protection. Owners and
admins are required to set it up, it's mandatory and can't be turned off. Other roles log in using a one-time code sent
to their email or phone.
For full details on setting up 2FA, switching methods, recovering access, and managing trusted devices, see the Two-step
authentication guide.
