1. Identifying Merchant Admins
Reach out to your merchant contact early in the shipping process. You need to determine who within their organization should have high-level control over their financial data and payment tools.
Who should be an Admin? Typically owners, controllers, or office managers.
The Process: Brand Admins (you) must manually create these initial Merchant Admin accounts.
Empowering the Merchant: Once the Merchant Admins are set up, they have the autonomy to create their own Regular Users (view-only) without needing further assistance from you.
2. Merchant Admin Capabilities
When discussing the portal with your merchant, highlight that Merchant Admins start with a robust suite of permissions. By default, they will be able to:
Monitor Performance: View the Home Dashboard and real-time Transaction Details.
Manage Funds: Perform refunds directly from the portal and view Deposit Details.
Take Payments: Access the Virtual Terminal to process transactions manually.
Administration: View Monthly Merchant Statements and manage/add Regular Users for their business.
3. Customizing Access (Optional)
We understand that one size doesn't always fit all. If a merchant wants an employee to have administrative oversight but lacks the authority to move money, you can customize their profile.
Brand Admins can restrict specific permissions, such as:
Removing the ability to issue Refunds.
Disabling the Virtual Terminal (manual payments).
Note: Always confirm the specific permission levels during your initial setup call to ensure the merchant feels secure and in control of their processing environment.