Summary

The Brand filter is a drop down to allow quick navigation to the brands that you have access to. It will allow you to open one or more brands at the same time to allow you to see all merchants that are under each brand, and to adjust the settings for each brand.

To have access to a brand you will need to have that brand added to your user.

<aside> <img src="/icons/unlock_gray.svg" alt="/icons/unlock_gray.svg" width="40px" /> User Role: Brand Manager, Support Specialist, User Manager, Pricing Administrator, Feature Manager, Platform Developer, Platform Owner, Onboarding Manager, Risk Analyst, Tax Analyst

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Brand Filter

The ‘Brand’ filter allows you to filter which Brands you wish to see or select a specific brand to switch to. Filtering the Brands will update views like the Merchant List page to only show merchants for that Brand. Switching to a specific Brand will essentially “log you into” that Brand. You can leave a brand you switch to by clicking on the ‘Brand’ filter and then selecting ‘Leave Brand’.

Screenshot 2024-07-01 071632.png

Certain features are only available on specific brands because they require additional development to enable. See below for a list of the features available on the different brands.

Features

<aside> 💡 Note: Super admins will only see the brands they work with.

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The Switch Brand selection in the brand drop down will open a sidebar menu showing all the brands that your user has access to.

Switch Brand sidebar menu.png

When you have a merchant account open and you click on the Brand drop down the options will change and give you the option to leave the current brand you are in or to open the Switch Brand sidebar menu.

Brand drop down with merch acct open.png

Permission to Brands

The permission to see specific brands is controlled through the permissions the Manage Team page.

More information on setting up permissions on a user ID see the attached article:

Brand Permisison sidebar.png