Creating a Meta Key

Portfolios and accounts that are enabled can create meta keys. A meta key is a key that you assign to more than one merchant account.

To create a meta key:

On the left navigation panel, click the

Payment Configuration

icon.

Click

Key Management

ADDITIONAL INFORMATION

The Key Management page appears.

Click

+ Generate Key

ADDITIONAL INFORMATION

The Create Key page appears.

Select a key type and click

Generate Key

If meta key is enabled for your account, you will see a pop-up window asking if you want to create a meta key. To create a meta key, check the

Create as a Meta-Key

box and click

Continue

ADDITIONAL INFORMATION

Choose one of the following:

ADDITIONAL INFORMATION

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 automatically be assigned this key. You are finished, and there is no need to follow the steps below.

To assign this key to a specific merchant or group merchants, choose

Custom Merchant ID selection

, click

Create key

, and continue to Step 8. This key will not be automatically assigned to any future merchants.

ADDITIONAL INFORMATION

Click

+ Add custom merchant ids

. The Add Custom Merchant IDs page appears.

ADDITIONAL INFORMATION

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

ADDITIONAL INFORMATION

Use the check boxes to select one or more merchant accounts, and click

Submit

ADDITIONAL INFORMATION

You are returned to the Key Generation page.

Click

Create key

. Continue to the Create Key page.