Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.shorpay.com/llms.txt

Use this file to discover all available pages before exploring further.

The Settings tab is where you manage your workspace configuration. This page is a quick tour of what’s there.

​
Settings Sections

Users

Team members with access to your workspace and their roles.

Bank Accounts

Connected bank accounts used to fund your virtual account. Links into Finance → Connections.

Payments

Automation toggles for funding and payments. See Automating payments.

Billing

Your Shor plan, active worker count, and invoices.

Appearance

Light / dark / system theme for your workspace.

Company Profile

Your company’s legal details and branding.

​
Users

Invite teammates and set their role. See Inviting your team for details on roles and best practices.

​
Bank Accounts

The Bank accounts tab takes you to Finance → Connections, where you manage every bank account linked to Shor. You can add new connections, see their status, and set a primary funding source. See Funding your Shor account for the full flow.

​
Payments

The Payments tab controls how hands-off your payroll is. Two toggles:
  • Automatic funding: debits your connected bank the evening before payments are due
  • Automatic payments: processes scheduled salary and fixed-rate payments on their due date
Both are off by default. Turn them on once you’ve run a few manual cycles and know your workflow is stable. See Automating payments.

​
Billing

Your subscription details and invoices. Payment methods and billing address are managed in an external billing portal linked from the page. See Billing.

​
Appearance

Pick Light, Dark, or System (which follows your OS preference).

​
Company Profile

Legal company details and branding. Management of these fields is coming soon. For now, reach out to support@shorpay.com if you need to change your registered address, legal name, or tax ID after KYB is complete. These changes may require re-verification.

​
Account Notifications

Shor sends important account notifications (KYB updates, funding failures, billing reminders) to the email you signed up with. Make sure it’s an address that gets monitored, not a personal account that could be missed.

​
Closing Your Account

If you’re leaving Shor, reach out to support@shorpay.com. We’ll walk you through:
  1. Offboarding any remaining active workers
  2. Exporting your data (contracts, payments, tax records)
  3. Issuing the final invoice
  4. Closing the virtual account

​
Next Steps

Team Members

Invite and manage teammates.

Automating Payments

Set up auto-fund and auto-pay.