Managing Merchants

You can search for merchants and edit their information as necessary.

Searching for Merchants

 

Step 1

From the Merchants drop-down menu, choose Manage Merchants.

A search page opens.

Step 2

Choose a search option from the drop-down menu, and enter the search term in the text field.

Step 3

Click Search.

A list of merchants matching your search terms is returned.

 

Changing Merchant Status

 

Step 1

From the Merchants drop-down menu, choose Manage Merchants.

Step 2

In the list of merchants, click the arrow next to the status for the merchant that you want to update.

Step 3

Choose the new status.

When switching a merchant to Live status, you have to enter a passphrase and click Update Status. An email notification that contains a link to the Business Center, login instructions, and a confirmation of the merchant status change is sent to the merchant's business contact. The merchant must know the passphrase in order to create the live user account in the business center.

 

Sending Merchant Registration Email

Only administrator users can re-send merchant details.

 

Step 1

From the Merchants drop-down menu, choose Manage Merchants.

Step 2

In the list of merchants, click the email icon next to the merchant to whom you want to send registration details.

A window opens, asking you to confirm the email address to which the information will be sent. The email contains a link to the Business Center and login instructions.

If the merchant’s status is Live, you must first enter a passphrase before the email is sent.

Step 3

Click OK.

 

Exporting Merchant List

 

Step 1

In the merchant list area, click Export.

Step 2

Click either Open or Save to view or download the CSV file.

 

Managing Merchant Information

 

Step 1

From the merchant search results, click the name of a merchant.

Step 2

On the Merchant Info tab, click Edit.

Step 3

Modify the information as necessary.

Step 4

Click Save & Close.

 

Managing Processor Settings

 

Step 1

From the merchant search results, click the name of a merchant.

Step 2

On the Processor Settings tab, click Edit.

Step 3

Modify the information as necessary.

Step 4

Click Save & Close.

 

Managing Product Settings

 

When merchants log in to the Business Center, the Virtual Terminal settings are read-only. If changes are needed, please contact your reseller, who can edit the settings through the Portfolio Management portal.

 

Step 1

From the merchant search results, click the name of a merchant.

Step 2

On the Product Settings tab, click Edit.

Step 3

Modify the information as necessary.

Step 4

Click Save & Close.