The Payment Portal is a secure dashboard included as part of our payments offering. Merchants can access this portal to view or edit account details, review recent transactions, and more.
As Super Administrators, we have additional permissions which allow us to view all merchant accounts, edit rates, manage branding, and enable/disable feature flags.
This article is meant to walk you through how to utilize the Payment Portal as an administrator.
Merchants can view and access everything Super Administrators can except what’s in the Administrative tab which is only visible internally. The following options are available under the Administrative menu depending on each user’s internal permissions.
Permissions: View (All)
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The Merchant List page is a list of all the current merchants who have signed up, or are in the process of signing up, with our payments offering. Accounts can be searched using the Name, ID, or MID and it can be filtered off of Status, Test Mode, and Processor
There are four statuses which an account can fall under:
Merchants can also be created as “Test” accounts through our Payments API. These are not real merchants and do not go through our normal onboarding process.
This page shows basic information about each account and some fields like the External Account ID and MID can be copied by clicking on it. At the far right side of each row is a ‘Switch Account’ button which allows a Super Administrator to “switch” onto that merchant’s account. Merchant-Specific pages and information are then available.
This page can be printed or exported using the icons at the top right-hand corner of the screen.