REST API | Visa Platform Connect

Switching Merchants

Switching merchants enables you to perform actions on behalf of any merchant account that you have access to. For example, if you are acting in a support capacity, you might receive a call from someone in an organization asking how to perform an action. By switching merchants, you can do it for them during that call and explain how to do it in the future from their view.
When you switch merchants, only the features enabled for that merchant account are visible. Only the information allowed by the permissions assigned to that account or user are visible. To limit the dataset for a quicker search, using the smaller set of information accessible for that account can be helpful.
  1. Select the merchant account to which you want to switch. See Using the Business Center to Search for Organizations for information about selecting a merchant account. The Merchant Details page displays.
  2. At the top of the screen, click the Switch View drop-down menu and select
    Choose Organization
    . The Switch View sidebar displays.
  3. Click
    Quick
    to simply enter the name of the organization and then click
    Switch view
    , or click
    Custom
    to search for an organization.
  4. If you chose a custom search, begin by selecting the organization type from the Organization Type drop-down menu.
  5. If you know the exact organization ID or name, enter them into the Organization ID and Organization Name text fields.
  6. If you do not know the exact name or organization ID of the organization, enter partial text and click
    Show organization
    . Then select the organization from the Organization drop-down menu.