---
title: "Managing your business with Helcim | Helcim Learn"
slug: "managing-your-business"
description: "Discover guides on customizing your business profile, managing employees, generating reports, and understanding compliance in your Helcim account."
updated: 2025-09-18T22:23:18Z
published: 2025-09-18T22:23:18Z
canonical: "learn.helcim.com/managing-your-business"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing your business

Your Helcim account is more than just a payment processor – it's a powerful tool to help you manage your business operations.

In this section, you'll find guides on customizing your business profile, managing employees, generating insightful reports, handling equipment, and understanding important compliance information to keep your business on the right course.

### Contents

---

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/my-business(3).png) | [**Sign-in and security**](/v1/docs/sign-in-security-overview) Learn how to manage your login settings to ensure your Helcim account stays secure. |
| --- | --- |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/my-business(3).png) | [**Accounts, profiles & terminals**](/v1/docs/managing-your-account) Learn what we mean when we say ‘merchant account’, and how to manage multiple users, business locations, or payment terminals. |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/my-business(3).png) | [**Manage your employees**](/v1/docs/employees) Learn how to add your employees as users to your account and manage their permissions. |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/my-business(3).png) | [**All about fees**](/v1/docs/fees) Learn how Helcim’s interchange plus pricing works, our fee discounts, and how to view your fees on your statements. |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/my-business(3).png) | [**Completing your compliance requirements**](/v1/docs/completing-compliance-requirements) Learn what PCI and UBO compliance are and how to complete them each year. |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/my-business(3).png) | [**Using Helcim’s referral program**](/v1/docs/the-helcim-referral-program) Learn how to refer other businesses to Helcim and earn free processing. |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/my-business(3).png) | [**Using Helcim’s Reporting tool**](/v1/docs/using-reporting-tool) Learn what reports are available through your Helcim account, how to access them, and how to export data from them. |
| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/my-business(3).png) | [**Customer email notifications**](/v1/docs/customer-email-notifications) Learn how to automate emails to yourself (or your customers) for things like due invoices, transaction statuses, or low inventory. |