The Manage Merchants page enables you to search for and view the details of any
organization connected to the account to which you are logged in.
- In the left navigation panel, click thePortfolio Managementicon.
- Under Merchants, clickManage Merchants. The Manage Merchants page appears.
- ClickSearchto search for all merchants or use the search filters. There are three default search filters:
ADDITIONAL INFORMATION
- Organization ID
- Organization Name
- Organization Type
- To add a filter, click+ Add Filter. Select a filter using the drop-down menu, or search for a filter by entering text into the New Filter field.
- ClickSearchwhen you finish adding filters.
- To reset the search filters and start over, clickReset Search. To understand how to use the search results, see Search Results.