Summary

The Profile page is used for internal users, and the merchant, to view basic account details and to perform simple actions such as pairing a terminal or updating the bank account.

To navigate here, use the Merchant List page to click on a merchant’s account, then at the top-right hand corner of the Payment Portal go to Account > Profile.

<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, Risk Analyst, and Tax Analyst

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Account Information

This section provides basic account information such as the Name, Country, Currency, etc. Depending on your permission level, you may be able to see varying levels of details. The account information section is viewable to internal super admins, and not to the merchants.

Profile Merchant details.png

Name: The name of the business

Country: The country the merchant operates in

Currency: The currency deposits are paid out in

<aside> 💡 Note: Accounts can accept payments from most major currencies but they will be converted prior to being deposited. For example, an account in the United States can accept cards from Canada however the funds will be converted to USD before being paid out.

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Type: The type of business they registered (ex. Sole Proprietor vs Corporation)

ID (External Account ID): The account ID used by the point-of-sale

Account ID: Otherwise known as a Merchant Account ID (MID) this is the primary identifier we use for payment accounts

Status: The account status

MCC Code: A way to identify the merchant’s industry

Sweep Status: Identifies if the deposits are active and the delay the payouts are set to 1 business day or 2 business days (Default)