Settings

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

​

Settings Sections

​

Profile

Your personal account settings, separate from your company’s workspace settings. Two sections:

• Personal details: information associated with your Shor account.
• Security: manage your password and multi-factor authentication.

​

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).

​

Subsidiaries

Manage the legal entities your business owns. Subsidiaries are local legal employers in foreign countries that you can use for payroll instead of Shor acting as the employer of record. Admins can add a subsidiary with its legal name, country, legal structure, incorporation date, registration number, tax ID, registered address, and a local phone number. The country list is limited to markets where Shor supports managed payroll, and the country can’t be changed once the subsidiary is created. Other roles can view subsidiaries but not edit them. Each subsidiary also has an Employer Requirements section for the statutory registration details needed to run payroll in that country. Complete it before hiring, since it blocks employees from accepting their agreement. Once a subsidiary is active, it can be selected as the payroll employer when creating employment contracts in that country. See Payroll on your own entity for the full flow.

​

Data

Export your account data — contracts, payments, and tax records — or make a privacy request (access, correction, or deletion). See Data privacy for what Shor collects and how it’s protected.

​

Integrations

In Settings → Integrations, browse All integrations or choose a category: Accounting & spend, Communication, or AI assistants. On mobile, choose a category from the dropdown. Only categories with available integrations are shown. Admins can connect Slack, connect QuickBooks, and set up AI assistants such as Claude, ChatGPT, or Cursor. Connected integrations have a Manage button that expands their settings beneath the integration. For Slack, choose Add to Slack and approve workspace access. Once connected, send Shor a direct message in Slack and follow the account-linking flow so Shor can deliver updates to you. For QuickBooks, choose Connect QuickBooks and approve access for the company you want to use. After it is connected, choose Manage, then Set up sync, pick the environment that matches that company, and select a bank or clearing account plus a default expense account. You can also set Categories by payment type. Shor records completed payments in the company’s home currency as paid expenses. This does not send money. Choose Sync payment or Sync all unsynced to export eligible payments yourself, or turn on Sync payments automatically to record newly settled payments about every five minutes. Payments that were already eligible when you turn that on stay manual, and a failed sync needs Retry sync. Change category updates that existing expense only. On a completed payment, the QuickBooks icon shows the same sync status. Disconnect stops new syncs. Expenses already recorded in QuickBooks stay there. Members can see the connection and choose View details to review sync information. The page says Only admins can manage QuickBooks for everyone else. For AI assistants, choose Set up under AI assistants, follow the instructions in your assistant, and sign in to the intended Shor workspace. See Connect AI assistants for setup, supported actions, example prompts, and access controls.

​

Notifications

Choose email and Slack delivery separately for each category of employer update in Settings → Notifications. Both channels start enabled, and your choices apply only to you in the current workspace. You can set preferences before connecting Slack; Slack delivery starts once the workspace is connected and your account is linked.

​

API keys

In Settings → API keys, admins can create, rotate, and revoke API credentials for enabled workspaces. Copy a new key when it is shown; it cannot be retrieved later. See Public API for scopes, expiry, and integration guidance. The same page includes MCP connections, where admins can manage AI assistant access. Manage connection access in Integrations takes you there. Connecting an assistant through the hosted sign-in flow creates its connection automatically; you do not need to create an API key for it.

​

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. From Settings → Notifications, you can also choose Email, Slack, both, or neither for each notification category: timesheets and approvals, payments and balances, contracts, and account and billing. Both channels start enabled. Slack delivery begins once your workspace is connected to Slack and you’ve linked your own account there; these preferences are personal to you and don’t change what your teammates receive.

​

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