Add
TMS
 to a Merchant Account

Follow these steps to add
Token Management Service
 to an organization:
  1. In the left navigation pane, click the
    Portfolio Management
     icon.
  2. Under Merchants, click
    Manage Merchants
    . The Manage Merchants page appears.
  3. Click
    + Add Merchant
    .
  4. Select where you want to board your merchant:
    • Select
      Board a new merchant account
       to create a new merchant account.
    • Select
      Add to an existing account
       to add a transacting merchant to an existing merchant organization.
    Click
    Next
    .
  5. If you are adding a transacting organization to an existing merchant account, search for the merchant account in the Boarding Presets section.
  6. If you have more than one boarding package, choose a boarding package from the drop-down menu, or enter text in the search field to find one. Click
    Next
    . If you have only one boarding package, the Boarding Package section does not display.
  7. Click
    Start
     in the Merchant Account Information section to enter account information. For more information, see Add Merchant Account Information.
  8. Optional: click
    Skip
     in the Hierarchy Details section to skip the hierarchy step.
  9. Click
    Start
     in the Transacting Organization and Products section to set up a transacting organization and configure products for it. The Transacting Organization and Products page appears.
  10. Under Transacting Organization Details, enter the transacting organization name and the organization ID.
  11. Under Product Enablement, find
    Token Management Service
     and select
    Enabled
     under the Enablement drop-down menu.
  12. Click
    Configure
     to configure
    Token Management Service
    .
  13. In the Product Configuration Template drop-down menu, select your template.
  14. Click
    Apply
     to save your configuration.