Creating a New Merchant in the Partner Portal

Before creating the merchant

Make sure you have accurate merchant information before starting.

You may need:

Partner representative information
Basic company information
Primary user information

Note: The primary admin user entered will be responsible for activating the merchant account and will be set as the primary user.

Create the merchant

Step 1: Log in to the Partner Portal.

Step 2: Select Merchants from the left menu.

[Placeholder screenshot: Merchants tab in left menu]

Step 3: Select the + Add Merchant button on the right side of the page.

Step 4: Complete the merchant creation form.

Enter the required information in each section:

Partner representative information
Basic company information
Primary user information

Step 5: Review the information entered.

Please ensure all information is accurate before continuing.

Step 6: Select Continue to move to the next step.

After the merchant is created

Once the merchant account is created, the primary admin user will be responsible for activating the account.

The merchant may then continue through onboarding steps such as confirming company details, selecting a membership plan, completing services applications, adding branding, adding team members, and activating the account.

Credit card payment gateway setup

If applicable, one or more credit card payment gateways may be integrated within the merchant’s account.

Step 1: In the merchant view, select the Settings icon next to the merchant name.

Step 2: Choose Credit Card Processing.

Step 3: Click + Add Gateway.

Step 4: Select the appropriate credit card gateway and currency.

Step 5: Enter the required API integration credentials and configure the settings.

Settings may include AVS, nickname, and surcharge fees.

Creating a New Merchant in the Partner Portal

In this article, you will learn how to create a new merchant in the Partner Portal. This process is for partners who have permission to create merchant accounts.