Create
 a Merchant Account

This procedure explains how to create a simple merchant account consisting of merchant organization and a transacting organization. Follow these steps to create a merchant account:
  1. Click
    + Add Merchant
    .
  2. Select
    Board a new merchant account
     and click
    Next
    .
  3. 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.
  4. Click
    Start
     in the Merchant Account Information section to enter account information. For more information, see Add Merchant Account Information.
  5. Optional: click
    Skip
     in the Hierarchy Details section to skip the hierarchy step.
  6. Click
    Start
     in the Transacting Organization and Products section to set up a transacting organization and configure products for it. See Set Up the Transacting Organization and Products.

    ADDITIONAL INFORMATION

    The image below shows the steps of the Add Merchant page.

    Figure:

    Add Merchant

Add Merchant Account Information

Follow these steps to add merchant account information:
  1. In Basic Information, enter the merchant account name and the organization ID in the provided text fields.

    ADDITIONAL INFORMATION

    • The merchant account name is the name of the business.
    • The organization ID is the name or identifier of the account that you are creating. It must be unique, not just in the portfolio or account, but in the system.
  2. Enter the merchant information in the provided text fields. Required fields are noted with an asterisk (*).
  3. Click
    Save
    . You are returned to the Add Merchant page. You can skip the optional hierarchy step by clicking
    Skip
    .

Set Up the Transacting Organization and Products

The transacting organization is the entity that processes transactions. Follow these steps to create a transacting organization and configure products for it:
  1. Click
    Start
     in the Transacting Organization and Products section. The Transacting Organization and Products page is displayed.
  2. Optional: modify the name and ID of the organization by using the text fields in the Transacting Organization Details section. The ID must be unique, not just in the portfolio or account, but across the system. By default, the name is the merchant name with 001 added to the end of the name. If you accept this default, additional transacting organizations will have default names that iterate the numbers at the end of their names, beginning with 002.
  3. Optional: By default, the organization information is inherited from the parent organization. To edit the organization information, click
    Edit
     in the Transacting Organization Information section. After editing, click
    Apply
    .
  4. To enable a product in the Product Enablement section, click the Enablement drop-down menu and select
    Enabled
    .
  5. To modify the configuration, click the
    Edit
     or
    Configure
     button (depending on the product). Some products are not configurable.
  6. To confirm the configuration, click
    Apply
    .
  7. To save all product configurations, click
    Save
    . You are returned to the Add Merchant page.
  8. To continue working with this organization, click
    Continue working with this merchant
    . To finish and return to Merchant Management or to add another merchant, click
    Return to merchant management
    .

    ADDITIONAL INFORMATION

    The image below shows the Transacting Organization and Products page.

    Figure:

    Transacting Organization and Products