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Assign a Portfolio Administrator
Assign a
portfolio administrator
who can take ownership of the partner portfolio.
It is the portfolio administrator who should be the first member of your organization to
log in to the Visa Acceptance Solutions
Business Center
.The portfolio administrator assumes these responsibilities:
- Serving as the primary contact withVisa Acceptance Platformaccount representatives.
- Managing portfolio deployment activities.
- Completingportfolio administrator training.
- Administering day-to-day operations after deployment.
The portfolio administrator is responsible for the complete solution and experience for
the shared merchants. For the merchant experience within the solution, it is the
portfolio administrator who helps define the solution architecture, operational
management of the solution, as well as the implementation and support program.
First Time Logging In
The portfolio administrator should log in first in order to take these actions:
- Create roles and users for your operations team. See Portfolio Set-Up Tasks.
- Ensure that the requested solutions are enabled for the portfolio. See Merchant Management Setup.
- Enable merchant templates and merchant accounts. See Merchant Management Setup.
If the person who receives the initial login credentials is not the portfolio
administrator, then a
user
account must be created for the portfolio
administrator with their role set to administrator. The administrator role is a
default role that has all privileges and access to all features within a
portfolio.