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How to integrate FluidPay

Here's how you can integrate FluidPay

  1. Log in to your FluidPay dashboard
    Use your administrator account to ensure you have the ability to add and manage users.

  2. Navigate to the User Management section

    • Look for Settings, Team, or Users in the sidebar.

    • Select the option to Add New User or Invite User.
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  3. Enter the user details

  4. Assign permissions
    Ensure the account has the following access rights:

    • ✅ Ability to process refunds

    • ✅ Ability to respond to disputes

    • ✅ Ability to export chargeback and dispute data

    (If FluidPay uses role-based access instead of granular permissions, select the role that covers these functions.)

  5. Send the invitation

    • Click Confirm (or Invite User, depending on your interface).

    • FluidPay will send an invitation email to onboarding@chargebackautomation.com so the chargeback automation team can set up their login.

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