Setting Up an Account

Now that our team has provisioned your environment, you can proceed with the initial login and security configuration.

Follow these steps to activate your account and secure your access.

The Setup Flow

1

Initial Log In

Navigate to the Pay.io login page. Enter the temporary email address and password provided to you by your Pay.io Account Manager or Sales Representative, then click Login.

2

Configure Two-Factor Authentication (2FA)

To ensure the security of your treasury and compliance data, we require 2FA for all accounts. You will be prompted to link a mobile authenticator app.

• We support standard applications such as Google Authenticator, Microsoft Authenticator, and FreeOTP.

• Scan the QR code displayed on the screen with your chosen app to generate your code.

Need help? For detailed instructions on this specific step, please refer to our guide on Setting Up 2FA.

3

Update Your Password

For security purposes, you must replace the temporary credentials immediately. You will be prompted to create a new, unique password. Please ensure it meets our security complexity requirements.

4

Verify Your Email Address

Once your password is updated, the system will automatically send a verification email to the address you used to log in.

• Check your email inbox for a message from Pay.io.

• Click the verification link contained within the email.

• This link will redirect you back to the platform, landing you directly in your Account Settings.

You are now ready to start onboarding! 🚀