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Dashboard and Notifications

The information in this article pertains to merchants who have signed up for Helcim from June 1, 2020, onward. If you are using Helcim's Legacy system, please click here.

When you first log in to your Helcim account you will be taken to the My Business Dashboard.

From the dashboard, you can review and edit your business and account information, change your profile settings, or access any of the additional Helcim features included with your account.

The dashboard will also prompt you to complete the required actions and let you know if any of the information in your account is missing or needs to be updated. This is an example of the types of actions you might see on your dashboard. We recommend reviewing the prompts and entering the required information to ensure your deposits are not delayed and that your account settings are configured correctly.

You can also watch an introductory video to familiarize yourself with the features included in your account if this is your first time logging in. Watch the video by clicking on Watch Intro. Your business settings are all available on the left-hand side of the screen. These sections provide self-service options to update your banking information, view your monthly statements, order equipment, manage employees, and more. If you want to view or change your specific profile settings and information, click on your business name in the top right-hand corner of the screen, then click on My Helcim User. Finally, you can also access all of the features included with your Helcim account by selecting any of the menu items from the left-hand side of your screen.

Related Articles

Editing Your User Settings
Managing Your Merchant Account Information
Managing Employee Roles and Settings
Default User Settings
Your Business Locations
Updating Banking Information
Viewing Statements and Settlement Information
Ordering New Equipment
Completing Your PCI Compliance
Creating a Support Ticket
Understanding Bank Deposits

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