---
title: How to Use the Alias Feature to Enhance Your Account Management?
description: Learn how to use the Alias feature on your Tazapay Dashboard to manage multiple accounts efficiently with customizable labels.
---

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# How to Use the Alias Feature to Enhance Your Account Management?

## Easily Distinguish Between Multiple Accounts with Customizable Labels

As your business grows, managing multiple accounts efficiently becomes essential. To help you keep things organized, we are excited to introduce the **Alias** feature—a customizable label that makes it easier to distinguish between different accounts on your Tazapay Dashboard.

### Benefits of Using Account Aliases

With the Alias feature, you can:

- **Differentiate Between Accounts:** Assign specific names based on each account’s function, such as payouts, collections, 3DS/Non-3DS, or any other financial activities.
- **Enhance Organization:** Keep your dashboard organized by labeling accounts according to their purpose.
- **Improve Navigation:** Quickly identify and switch between accounts, saving time and reducing confusion.

> **Note:** Aliases are only visible to you and your team within the Tazapay Dashboard and are not publicly visible to your customers.

#### Step 1: Log In to Your Tazapay Dashboard

1. **Access Your Dashboard:**
   
     - Navigate to [dashboard.tazapay.com](https://dashboard.tazapay.com). and login with your credentials.
   
   #### ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfOVAs-X8p6LlruxKnRhIyIwcoN5SGqx09ZOavDlQRVYoyRzNBe7eTKkvEeEbM_is9Q-K_TdF72GDN1i3P8Qg6FJZ0hCH7nGvrmFgJN-S3CVEPy4A6WaA36WdmqCbEbF04A17UHfrgvYbf_Q5p9D1lQtJXU?key=d6cUVu9pN39W08GQvfiK2w)

#### Step 2: Access the Account Details

1. **Navigate to the Profile Icon:** 
     - Click on the **Profile** icon located at the top right corner of the screen.
2. **View Account Details:** 
     - In the dropdown menu, select the account for which you want to set or edit an Alias.

#### ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfOVAs-X8p6LlruxKnRhIyIwcoN5SGqx09ZOavDlQRVYoyRzNBe7eTKkvEeEbM_is9Q-K_TdF72GDN1i3P8Qg6FJZ0hCH7nGvrmFgJN-S3CVEPy4A6WaA36WdmqCbEbF04A17UHfrgvYbf_Q5p9D1lQtJXU?key=d6cUVu9pN39W08GQvfiK2w)

#### Step 3: Add an Alias to Your Account

**For Accounts Without an Alias:**

1. **Add Alias:** 
     - Click on the **"Add Alias"** option displayed below the Account Name.
2. **Set Custom Alias:** 
     - Enter your desired Alias in the provided field.
3. Click **"Save"** to confirm.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdI3tnVAXfSiJa-_QlczU5-joQdP5Zq-E6o2ES3qsPkdzpsd_d_cSiCiqulzPcwB7xPcVkQ2IBoMkqCZDr7fT3OIJhHENQ4e7xO3tihqEJrIGtXFsZe7nZShLV6p2JGVjNild2N4XTb2nmjMbheJx--Sxk6?key=d6cUVu9pN39W08GQvfiK2w)

#### Step 4: Edit an Existing Alias

**For Accounts That Already Have an Alias:**

1. **Edit Alias:** 
     - Hover over the existing Alias displayed below the Account Name.
     - An **"Edit"** option will appear.
2. **Modify Alias:**

1. - Click **"Edit"** and update the Alias as needed.
     - Click **"Save"** to apply the changes.

#### Step 5: Add an Alias When Creating a New Account![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeTRJeN293M7e715FCf1cahJDty0UY6pIk4H1Tlxx3lwzgUxPHfL-ffIO-lyrFgfW7vnNW-Jr86PqXI61ieYq_pHC1EihP0BQ4wMjOSHRVjGQXQv84Kju_sMwvPUB6AYn7nMqH5Xn_sid5O1OGr1u5UWZdS?key=d6cUVu9pN39W08GQvfiK2w)

1. **Create a New Account:**
   
     - During the account creation process, you will have the option to set an Alias.
     - Enter a unique Alias to define the account's purpose from the start.
   
   ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdtYfmB8avkZJXKzsdhLYbJ0U_EaQE1E2FZYv3pajVM0bbiGTMP8LK_ym17nsCPGkkSt-KzUxjtpOnjap8hZlGmegP_KbcYxWalOc_1fwqJk4IRoN32n4kIeLycaAUGAz9t-EujNTkzb6ivF8qD_FG7Qbtn?key=d6cUVu9pN39W08GQvfiK2w)

#### Step 6: Manage Aliases via Account Settings

1. **Navigate to Settings:** 
     - Go to **Settings** \> **Account Settings**.
2. **Access Account Alias:** 
     - Select **"Account Alias"** to view or edit Aliases for all your accounts.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcIzcoVkqHh7IgErFJGVtJzGAcOHWckIu4s7fE4pgWfCMoIlasqnsqNHGGoBgEeoUBJQnYsr2s_LDgdflN6JNW49_hy0S31giokCG4AvJS_Trrhtg0-DwWnZ7ClzGm97lONr7eiWIiLiT_wmFdCtRSSA-g?key=d6cUVu9pN39W08GQvfiK2w)

 

#### Step 7: Use the Search Bar for Easy Management

1. **Search by Alias or Account Name:**
   
     - Use the search bar in the **Accounts** section to quickly find accounts by Alias and Account Name.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeLPyLV7FbJ8_1j_UoCqJTqctOCJX4UOkEQ8XtYmnJgsLikLkzNixS7K2sJVhknlNWBpPQMjgC0EF586sxrFeeApe0-GrcoD2OwuATZ6ljpgTtdZpeyGhzYa5jHmv1bClKSK8h91EkcUg6T34FhH-L38Ow?key=d6cUVu9pN39W08GQvfiK2w)

 

> If you have any questions about setting up or using the Alias feature, don’t hesitate to contact our support team at [support@tazapay.com](mailto:support@tazapay.com). We're here to help!

 

 

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          <p><b>2. Representatives & Owners:</b> Should either of your representative and owners own more than 25% of the entity, you'll need to include their details here (eg: authorised representatives, directors, beneficial owners). If you're an individual or sole proprietor, you may indicate that you have more than 25% ownership of the entity and not have to add any further individuals.</p>
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