Create a Meta Key as a Portfolio User

This section describes how to create a meta key as a portfolio user in the Business Center.

IMPORTANT

If you would like to create meta keys using the API, contact your support team for more information.

Follow these steps to create a meta key:

On the left navigation panel, choose

Payment Configuration > Key Management
.

In the Merchant ID
field, choose your portfolio ID if it is not already chosen by default.

Click + Generate Key
.

The Create Key page appears.

Choose a key type and click Generate Key
.

The Key options window appears if the chosen key is eligible to become a meta key.

Check the Create as a Meta-Key
box and click Continue
.

Choose one of these options to assign the key:

To assign this key to all accounts in the current portfolio, choose All current and future Merchant IDs
, click Create key
, and continue to the Create Key page. All future merchant IDs will be automatically assigned this key. You are done and do not need to proceed with the following steps.

To assign this key to a specific merchant or group of merchants, choose Custom Merchant ID selection
and then click Create key
. This key is not automatically assigned to any future merchants. Proceed to the following steps.

Click + Add custom merchant ids
. The Add Custom Merchant IDs page appears.

By default, all merchant IDs are shown in the Merchant IDs table. To limit the list to a subset of merchant IDs, click + Add filter
, select a search filter from the drop-down menu, and click Search
.

Use the check boxes to choose one or more transacting MID accounts, and click Submit
.

The Key Generation page opens.

Click Create key
.

Continue to the Create Key page to view your new key.

You can generate a new key by clicking + Generate Key
again.