Help Center › Configuration

Configuration

Set up your Maxio site, manage users and permissions, configure notifications, and connect your tools via webhooks and integrations.

Get started with Configuration

Start by configuring your site settings, then add your team, set up roles and permissions, and wire up webhooks so your internal systems stay in sync with subscription events.

→ Manage Advanced Billing Users → Configure Multi-Currency → Understand the Maxio Model Context Protocol (MCP)→ Understand Universal Login

Advanced Billing

Manage Advanced Billing Users

Manage Advanced Billing API Keys

Configure Revenue Alerts

Understand Referrals

Maxio Core

Configure Multi-Currency

Manage Currency Codes and FX Rates

Maxio MCP Server

Understand the Maxio Model Context Protocol (MCP)

MCP Best Practices Guide

Maxio MCP Security, Access, and Governance FAQ

Configure the Maxio MCP Connector

Review Maxio MCP Supported Tools

Review Example Prompts for Maxio MCP Tools

Authentication & Access

Understand Universal Login

Understand Enterprise Single Sign-On (SSO)

Set Up Enterprise SSO

Set Up Two-Factor Authentication at Log In

Manage Two-Factor Authentication for Your Account

Reset a User's Password

Compliance

Understand PCI Compliance

Understand GDPR Compliance

Understand GDPR Data Processing

Understand FullStory Session Replay

Importing

Understand Imports

Format a CSV File for Import

Upload and Manage CSV Files for Import

Run an Import

Import Subscriptions from a CSV

Import Metered Usage