Follow these steps to add an additional transacting organization to an existing merchant
account:
- On the left navigation pane, click thePortfolio Managementicon.
- Under Merchants, clickManage Merchants. The Manage Merchants page appears.
- Click+ Add Merchant.
- SelectAdd to an existing accountand then clickNext.
- If you have more than one boarding package, the Boarding Presets section is displayed. Enter the name of the merchant organization to add the new transacting organization to. Then choose a boarding package from the drop-down menu, or enter text in the search field to find one. Then clickNext. If you have only one boarding package, the Boarding Presets section does not display.
- Optional: add additional organizations by clickingStartin the Hierarchy Details section. Or skip this step by clickingSkip.
- Enable and configure products. See Configuring the Transacting Organization and Products.