This guide will walk you through the process of integrating Netivia with the portal by sending a user invite to onboarding@chargebackautomation.com and notifying us by email.
Step 1: Send a User Invite from Netivia
To grant us access to your Netivia account, follow these steps:
Log in to your Netivia account
Go to your Netivia dashboard.
Ensure you have admin privileges to send invites.
Navigate to User Management
Look for Settings or Team Management (varies by Netivia version).
Select Invite User or Add New User.
Enter Our Email & Set Permissions
Username: Choose a username for us (e.g., chargeback-automation).
Permissions: Grant the necessary access (e.g., chargeback management, transaction visibility).
Send the Invitation
Confirm and send the invite.
We will accept the invite to begin integration.
Step 2: Adding Information to the Platform
Go to Settings > Integrations
Look for Netivia
Click on Add
Add the username and password you've set for us and click Save
