---
title: Configuring PDCflow | PDCflow Help Center
description: Configuring PDCflow
---

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1. [PDCflow Help Center](https://support.pdcflow.com/)
2. [Configuring PDCflow](https://support.pdcflow.com/configuring-pdcflow)

# Configuring PDCflow

- [Update Profile and Password](https://support.pdcflow.com/updating-my-user-profile-and-password)
- [Configure Tab Overview](https://support.pdcflow.com/configure-tab-overview)
- [Configure App Billing](https://support.pdcflow.com/configure-app-billing)
- [Configure Hierarchy Management](https://support.pdcflow.com/configure-hierarchy-management)
- [Configure Notifications](https://support.pdcflow.com/configure-notifications)
- [Configure Custom Reporting Layouts](https://support.pdcflow.com/how-to-customize-financial-report-data)
- [Configure Templates: Flow Requests and Card, Cash, and Check Payments](https://support.pdcflow.com/add-and-edit-templates)

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## Configuring App Settings

- [Configure App Settings](https://support.pdcflow.com/configure-app-settings)
- [Understanding Account Numbers and Accounts](https://support.pdcflow.com/understanding-account-numbers-and-accounts-in-pdcflow)
- [Verifying an Email Identity & Tips](https://support.pdcflow.com/verifying-an-email-identity)
- [How to Use Custom Branding](https://support.pdcflow.com/how-to-use-custom-branding)

## Configuring App Users

- [How to Set Up New User Profiles](https://support.pdcflow.com/how-to-reset-a-password-for-another-user-0)
- [How to Reset a Password for Another User](https://support.pdcflow.com/how-to-reset-a-password-for-another-user)
- [How to Set Up Security Groups](https://support.pdcflow.com/how-to-set-up-security-groups)
- [How to Set Up Departments](https://support.pdcflow.com/how-to-set-up-departments)
- [How to Make Department Assignments](https://support.pdcflow.com/how-to-make-department-assignments)

## Configuring Flow Components

- [How to Add a Redirect Link and Description to Flow Templates](https://support.pdcflow.com/how-to-add-a-redirect-link-and-description-to-flow-templates)
- [Flow Components: Emails and SMS Messages](https://support.pdcflow.com/how-to-add-email-messages-and-view-sms-messages-for-flow-requests)
- [How to Add Confirmation Messages for Flow Templates](https://support.pdcflow.com/how-to-add-confirmation-messages-for-flow-templates)
- [How to Create Document Overlays for Flow Requests](https://support.pdcflow.com/how-to-add-a-document-overlays-for-flow-templates)
- [How to Add Photo / File Descriptions](https://support.pdcflow.com/how-to-add-picture-ids-for-flow-templates)
- [How to Add PIN Descriptions](https://support.pdcflow.com/how-to-add-pins-for-flow-templates)
- [How to Add Simple Signature Descriptions](https://support.pdcflow.com/how-to-add-descriptions-for-flow-templates)
- [How to Add Verification Headers](https://support.pdcflow.com/how-to-add-verification-messages-for-flow-requests)
- [How to Add Verification Footers](https://support.pdcflow.com/how-to-add-footers-for-flow-templates)

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- [Getting Started](https://support.pdcflow.com/getting-started#main-content)

    - [Demos](https://support.pdcflow.com/getting-started#demos)
- [Flow Requests](https://support.pdcflow.com/flow-requests)
- [Payments / Transactions](https://support.pdcflow.com/payments-transactions#main-content)

    - [Credit Card Payments](https://support.pdcflow.com/payments-transactions#credit-card-payments)
    - [Check (ACH) Payments](https://support.pdcflow.com/payments-transactions#check-ach-payments)
    - [Cash Payments](https://support.pdcflow.com/payments-transactions#cash-payments)
    - [Portals](https://support.pdcflow.com/payments-transactions#portals)
    - [Payment Schedules](https://support.pdcflow.com/payments-transactions#payment-schedules)
- [Reporting](https://support.pdcflow.com/reporting#main-content)

    - [Financial Reports](https://support.pdcflow.com/reporting#financial-reports)
    - [Check Posting Reports](https://support.pdcflow.com/reporting#check-posting-reports)
    - [Schedules Reports](https://support.pdcflow.com/reporting#schedules-reports)
- [Configuring PDCflow](https://support.pdcflow.com/configuring-pdcflow#main-content)

    - [Configuring App Settings](https://support.pdcflow.com/configuring-pdcflow#configuring-app-settings)
    - [Configuring App Users](https://support.pdcflow.com/configuring-pdcflow#configuring-app-users)
    - [Configuring Flow Components](https://support.pdcflow.com/configuring-pdcflow#configuring-flow-components)
- [API Documentation](https://support.pdcflow.com/api-documentation)
- [Leaving PDCflow](https://support.pdcflow.com/leaving-pdcflow)

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