Introduction

User Interface Overview

Top Menu Bar Functions

AI Assistant

Global Search

Contact Support

Notifications

User Icon Menu

Dashboard Overview

Account Management

Hierarchy Overview

Smart Routing

Webhooks

Manage API Keys

Manage Users

Display Filters, Grid Search, and Pagination

Terminal Management

Transaction Management

Manage Transactions

Transaction Options

Perform Transactions

Pay By Link Transactions

Reporting

Transaction Reports

Blacklist Reports

Summary Reports

Pay By Link Reports

Schedule Management

Settlement Report

Creating Report Schedule and Export Report Data

Notification report

AI Assistant Reports

Token Service

View and Search Tokens

Add Tokens

Edit Tokens

Delete Tokens

Recurring Payments

Search Recurring Payments

Add Recurring Payments

Maintenance

Credit Card Blacklist

Key Management

Supported Libraries

Glossary

Getting Started

Merchant Portal User Manual

Production

<p class="slate-p " >Welcome to the TNS Merchant Portal User Guide for the TNS Payment Orchestration Platform. This guide is designed to help merchants effectively navigate and utilize the features and functionality available in the merchant portal. The merchant portal is a comprehensive tool for customers to manage their merchants, merchant accounts, transactions, and access reports all within the TNS Payment Orchestration Platform. This guide will walk you through the various features and provide step-by-step instructions to help you make the most of the merchant portal.</p><h3 class="slate-h3 " >Invitation Email and Account Activation</h3><p class="slate-p " >When a new user is created, they receive an invitation email containing instructions to activate their account. The account activation process includes setting up a password and completing the initial login steps, including Multi-Factor Authentication (MFA).</p><p class="slate-p " >To activate the account, perform the following steps:</p><h4 class="slate-h4 " >1. Invitation Email</h4><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Check your inbox for an email from <a href="mailto:noreply@tnso.tnsi.com" target="_self"><span style="background-color:#EFEFEF;">noreply@tnso.tnsi.com</span></a><span style="background-color:#EFEFEF;"> </span>with the subject line &quot;Verify Your Email Address.&quot;</div></li><li class="slate-li " ><div style="position:relative">Open the email and click the <strong class="slate-bold">Verify Email</strong> button to verify the email.</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/601df35b-2726-4fa3-9e24-bd4d4eb0bde6.jpg" alt="" style="width:418px;height:607px;aspect-ratio:418 / 607" /></div></figure></div><h4 class="slate-h4 " >2.  Login and Reset Password</h4><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Click on the link to the Merchant Portal you have been granted access too.</div></li><li class="slate-li " ><div style="position:relative">Login with your email address and temporary password</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/b227b107-ace3-4410-8069-fc6687c1db21.jpg" alt="" style="width:581px;height:372px;aspect-ratio:581 / 372" /></div></figure></div><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">The Change Password screen will be displayed.</div></li><li class="slate-li " ><div style="position:relative">Change your password, ensure if follows the minimum password requirements as displayed on the screen.</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/f470de7d-d2d5-4591-9ad4-fce2f4df0283.jpg" alt="" style="width:364px;height:244px;aspect-ratio:364 / 244" /></div></figure></div><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Click the <strong class="slate-bold">Change password</strong> to save your password. </div></li></ul><h4 class="slate-h4 " > 3. Additional Authorization - Multi-Factor Authentication (MFA)</h4><p class="slate-p " >After setting up your password, proceed to complete the Multi-Factor Authentication (MFA) process.</p><p class="slate-p " >Multi-Factor Authenication (MFA) is a security method that the user to provide a different set of credentials to verify their identity.  With the TNS Payment Orchestration Portal, MFA is accommodated by the supply of a 6 digit <strong class="slate-bold">Verification Node</strong>. </p><p class="slate-p " >There are three options for MFA verficiation:</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Email</div></li><li class="slate-li " ><div style="position:relative">SMS</div></li><li class="slate-li " ><div style="position:relative">Authenticator App</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/3f86db8c-a2bb-490e-a85f-be8643b1bc82.jpg" alt="" style="width:501px;height:426px;aspect-ratio:501 / 426" /></div></figure></div><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Select your preferred option and click <strong class="slate-bold">Next</strong>.</div></li></ul><p class="slate-p " >Pl<strong class="slate-bold">ease Note</strong>: If you select email as the authentication preference, a Mobile Number will still be required with a 2FA to validate you are a genuine user. </p><h4 class="slate-h4 " >4. Setting up MFA</h4><div class="published-table"><div class="table-container" style="padding-left: 0px;"><div class="published-table-header" style="width:100%;min-width:100%;min-height:initial;visibility: hidden;border:initial"><div >Title</div><div >Description</div><div ></div></div><table class="slate-table" style="min-width:100%;"><colgroup ><col style="width:initial"><col style="width:initial"><col style="width:initial"></colgroup><tbody class="slate-TableElement-tbody"><tr class="slate-tr " ><td class="slate-td"><h4 class="slate-h4 " >MFA Setup for Email</h4><p class="slate-p " >If you have selected Email as your MFA method you will need to follow these steps.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/b8e2ccf8-40e2-44a4-bcda-644d2d2af8dd.jpg" alt="" style="width:322px;height:252px;aspect-ratio:322 / 252" /></div></figure></div><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Click Verify to continue.</div></li></ul><p class="slate-p " >An email willbe sent to your Email address with the 6-digit Verification Code.</p><p class="slate-p " ><strong class="slate-bold">N</strong><strong class="slate-bold">ote</strong>: For Email MFA, you will also need to complete SMS MFA to verify your account.  Email will still be used for MFA going forward.</p></td><td class="slate-td"><h4 class="slate-h4 " >MFA Setup for SMS</h4><p class="slate-p " >If you have selected SMS as your MFA method you will need to follow these steps.Note: This same process is used to support MFA for Email Address.</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Select your Country Code and enter your the phone number in the <strong class="slate-bold">Phone Number </strong>field.</div></li><li class="slate-li " ><div style="position:relative">Tick the box to accept the Terms and Privacy Policy</div></li><li class="slate-li " ><div style="position:relative">You cannot proceed without accepting the Terms and Privacy Policy.</div></li><li class="slate-li " ><div style="position:relative">Click <strong class="slate-bold">Verify</strong>.</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/0a6b947e-1908-4d2f-8a54-29c0acc0cc1f.jpg" alt="" style="width:322px;height:425px;aspect-ratio:322 / 425" /></div></figure></div><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"> A 6-digit code is sent to the entered phone number. </div></li></ul></td><td class="slate-td"><h4 class="slate-h4 " >MFA Setup for Authenticator Apps</h4><p class="slate-p " >If this option is selexted you will be displayed a screen to configure you&apos;re chosen authenticator app.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/d59a63b1-a718-4f7d-9652-d712c4ddc0cf.jpg" alt="" style="width:314px;height:597px;aspect-ratio:314 / 597" /></div></figure></div></td></tr></tbody></table></div></div><h4 class="slate-h4 " >5. Verfiying Email and SMS MFA</h4><p class="slate-p " >Depending on whether you have selected Email or SMS you will receive a message from TNS supplying you with a 6 digit Verification Code to enter.</p><p class="slate-p " >The email will be titled: <strong class="slate-bold">Verify Your Email Address</strong> from <strong class="slate-bold">noreply@tnspaysso.tnsi.com</strong>.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/503ad4aa-fe4d-428e-af01-62a922099190.jpg" alt="" style="width:320px;height:266px;aspect-ratio:320 / 266" /></div></figure></div><p class="slate-p " >Example of an email MFA verify screen a similar screen appears for SMS verification.  The SMS Screen has an additional button to <strong class="slate-bold">Resend Code</strong> if it has the code has not been received.</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Enter the code and click V<strong class="slate-bold">erify</strong> (for Email) or <strong class="slate-bold">Confirm </strong>(for SMS).</div></li></ul><p class="slate-p " >Once this is complete, your MFA preferences are set and you will be taken to the Merchant Portal login screen.</p><h4 class="slate-h4 " >Changing your MFA preference</h4><p class="slate-p " >You can change your MFA preference at any time.  See <a href="665b0200ab6ac63f5a2ae1c8/665849d5ab6ac63f5a8af331" target="">here </a>for details. </p><h2 class="slate-h2 " ><strong class="slate-bold">Accessing the Merchant Portal</strong></h2><p class="slate-p " >To access the Merchant Portal, perform the following steps:</p><p class="slate-p " >Open your web browser and navigate to the TNS Merchant Portal login page that you have been provided access to.</p><p class="slate-p " >The Merchant Portal Login page displays.</p><h4 class="slate-h4 " >Enter your credentials:</h4><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Enter your email in the <strong class="slate-bold">Email </strong>field</div></li><li class="slate-li " ><div style="position:relative">Enter your password in the <strong class="slate-bold">Password </strong>field.</div></li><li class="slate-li " ><div style="position:relative">Click the <strong class="slate-bold">Login </strong>button.</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/5e0c1163-6c86-4f34-ab43-0a6222674c28.jpg" alt="" style="width:771px;height:563px;aspect-ratio:771 / 563" /></div></figure></div><h4 class="slate-h4 " >Multi-Factor Authentication (MFA):</h4><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">Upon clicking the <strong class="slate-bold">Login </strong>button, a 6-digit MFA code is generated and sent to your registered email address or mobile number (you can opt for SMS or email for MFA). Check your email or SMS for the MFA code.</div></li><li class="slate-li " ><div style="position:relative">Enter the 6-digit code in the<strong class="slate-bold"> verification code</strong> field on the Merchant Portal login page.</div></li><li class="slate-li " ><div style="position:relative">Click <strong class="slate-bold">Sign In </strong>to log into the Merchant Portal.</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/b221e81b-ab76-4925-8948-a0ef55059802.jpg" alt="" style="width:655px;height:400px;aspect-ratio:655 / 400" /></div></figure></div><p class="slate-p " >After verification, you are redirected to the Merchant Portal dashboard.</p><h3 class="slate-h3 " ><strong class="slate-bold">Issue: Unable to Login to Merchant Portal as MFA Code is Not Sent to Email</strong></h3><h4 class="slate-h4 " ><strong class="slate-bold">✅ Happy Path (Expected Flow)</strong></h4><ol class="slate-ol " ><li class="slate-li " ><div style="position:relative">Login to the Merchant Portal.</div></li><li class="slate-li " ><div style="position:relative">Create a new user within the system.</div></li><li class="slate-li " ><div style="position:relative">Logout from the Merchant Portal.</div></li><li class="slate-li " ><div style="position:relative">The newly created user receives an email with an activation link.</div></li><li class="slate-li " ><div style="position:relative">The user clicks on the link to set a password.</div></li><li class="slate-li " ><div style="position:relative">The user logs into the Merchant Portal with the new credentials.</div></li><li class="slate-li " ><div style="position:relative">The user receives an access code via email for Multi-Factor Authentication (MFA).</div></li><li class="slate-li " ><div style="position:relative">The user enters the access code and successfully logs into the application.</div></li></ol><h4 class="slate-h4 " >❌ Failure Path (Issue Scenario)</h4><ol class="slate-ol " ><li class="slate-li " ><div style="position:relative">Login to the Merchant Portal.</div></li><li class="slate-li " ><div style="position:relative">Create a new user within the system.</div></li><li class="slate-li " ><div style="position:relative">The newly created user receives an email with an activation link.</div></li><li class="slate-li " ><div style="position:relative">The user clicks on the link to set a password.</div></li><li class="slate-li " ><div style="position:relative">The user logs into the Merchant Portal with the new credentials.</div></li></ol><p class="slate-p " >❗ Issue: The MFA access code is not received via email.</p><p class="slate-p " >      Result: The user is unable to log in to the application.</p><h4 class="slate-h4 " ><strong class="slate-bold">Troubleshooting Steps (If MFA Code is Not Received)</strong></h4><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Close All Open Browser Tabs and Try Again</strong>: Sometimes, multiple active sessions may cause issues. Close all browser tabs and reopen the activation link from the email.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Check Spam/Junk Folder</strong>: The email might have been filtered.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Resend MFA Code</strong>: If the portal provides an option to resend the code, try again.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Verify Email Configuration</strong>: Ensure the email address used for the new user is correct.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Contact Support</strong>: If the issue persists, escalate to the IT support team.</div></li></ul><h4 class="slate-h4 " >Forgotten Password</h4><p class="slate-p " >If you have forgotten or need to reset your password, you can use the Forgot Password link from the Merchant Portal login page.</p><ol class="slate-ol " ><li class="slate-li " ><div style="position:relative">Click the <strong class="slate-bold">Forgot Password</strong> link.</div></li></ol><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/e27a4c73-2ba2-4e10-8d01-e0517fa430b1.jpg" alt="" style="width:550px;height:363px;aspect-ratio:550 / 363" /></div></figure></div><p class="slate-p " >2. Enter the Email  for the account you want to reset your password for.  </p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/69b9fbff-31e7-47b8-a873-5af6d91c36e4.jpg" alt="" style="width:566px;height:345px;aspect-ratio:566 / 345" /></div></figure></div><p class="slate-p " >3. Click <strong class="slate-bold">Reset My Password</strong>.</p><p class="slate-p " >4. MFA is requested to authenicated you as a user.</p><p class="slate-p " >You will have received an email with a 6-digit verification code.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/e137e9cd-4624-4542-9010-782f3d8e1373.jpg" alt="" style="width:548px;height:340px;aspect-ratio:548 / 340" /></div></figure></div><p class="slate-p " >Enter the code supplied and click <strong class="slate-bold">Sign In</strong> to be taken into the Merchant Portal.</p>

Welcome to the TNS Merchant Portal User Guide for the TNS Payment Orchestration Platform. This guide is designed to help merchants effectively navigate and utilize the features and functionality available in the merchant portal. The merchant portal is a comprehensive tool for customers to manage their merchants, merchant accounts, transactions, and access reports all within the TNS Payment Orchestration Platform. This guide will walk you through the various features and provide step-by-step instructions to help you make the most of the merchant portal.

When a new user is created, they receive an invitation email containing instructions to activate their account. The account activation process includes setting up a password and completing the initial login steps, including Multi-Factor Authentication (MFA).

To activate the account, perform the following steps:

 3. Additional Authorization - Multi-Factor Authentication (MFA)

After setting up your password, proceed to complete the Multi-Factor Authentication (MFA) process.

Multi-Factor Authenication (MFA) is a security method that the user to provide a different set of credentials to verify their identity.  With the TNS Payment Orchestration Portal, MFA is accommodated by the supply of a 6 digit 

There are three options for MFA verficiation:

: If you select email as the authentication preference, a Mobile Number will still be required with a 2FA to validate you are a genuine user. 

Title

Description

Depending on whether you have selected Email or SMS you will receive a message from TNS supplying you with a 6 digit Verification Code to enter.

Example of an email MFA verify screen a similar screen appears for SMS verification.  The SMS Screen has an additional button to 

 if it has the code has not been received.

Once this is complete, your MFA preferences are set and you will be taken to the Merchant Portal login screen.

You can change your MFA preference at any time.  See 

To access the Merchant Portal, perform the following steps:

Open your web browser and navigate to the TNS Merchant Portal login page that you have been provided access to.

After verification, you are redirected to the Merchant Portal dashboard.

Issue: Unable to Login to Merchant Portal as MFA Code is Not Sent to Email

❗ Issue: The MFA access code is not received via email.

      Result: The user is unable to log in to the application.

Troubleshooting Steps (If MFA Code is Not Received)

If you have forgotten or need to reset your password, you can use the Forgot Password link from the Merchant Portal login page.

2. Enter the Email  for the account you want to reset your password for.  

4. MFA is requested to authenicated you as a user.

You will have received an email with a 6-digit verification code.

<p class="slate-p " >When you log into the Merchant Portal, you are greeted with a comprehensive dashboard that provides an overview of your transaction data and other key metrics. This interface is divided into several main sections, each designed to help you navigate and manage your account effectively.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/ee924f1a-1174-4a9d-8f2f-3e1d4ca49f9b-664340019312be83f042eca6.png" alt="" style="width:1227px;height:356px;aspect-ratio:1227 / 356" /></div></figure></div><h2 class="slate-h2 " >Top Menu Bar</h2><p class="slate-p " >The top menu bar appears from the top right corner of the screen.  It provides quick access to essential features and settings:</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">AI Assistant</strong>​: The AI Assistant is an intelligent, conversational interface designed to provide instant support and data insights.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Global Search</strong>​: Located at the center of the top menu bar, the search bar allows you to quickly find transactions using criteria such as Reference Number, Auth Code, Receipt Number, and RRN for the last 90 days.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Contact Support</strong>​: Provides a form to submit general inquiries or issues, specifying the merchant, preferred reply method (email or phone), and detailing your question and message.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Notifications</strong>​: Check for Merchant Portal notifications that have been sent to you.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">User Icon Menu</strong>​: On the right side, you will find an icon that expands to show options like changing your password, Auth Preference, and logging out.</div></li></ul><h2 class="slate-h2 " >Main Menu Bar </h2><p class="slate-p " >The main menu bar on the left side of the screen offers easy navigation to various sections of the admin portal,</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Dashboard</strong>​:The screen you land on when logging in.  It displays statistical information about business.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Account Management</strong>​: Manage users, configure settings, and oversee API keys for your customer, level, and merchant accounts</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Terminal Management:</strong>​ Access terminal details associated with merchants and search feature.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Transactions</strong>​: Access and manage transaction data.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Reports</strong>​: Generate detailed reports on various aspects of your transactions.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Token Service</strong>​: Manage tokens for secure transactions.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Recurring Payments</strong>​: Manage recurring payments. </div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Maintenance</strong>​: Access maintenance-related tools and settings.</div></li></ul><p class="slate-p " ></p><p class="slate-p " ></p><p class="slate-p " ></p><p class="slate-p " ></p>

When you log into the Merchant Portal, you are greeted with a comprehensive dashboard that provides an overview of your transaction data and other key metrics. This interface is divided into several main sections, each designed to help you navigate and manage your account effectively.

The top menu bar appears from the top right corner of the screen.  It provides quick access to essential features and settings:

The main menu bar on the left side of the screen offers easy navigation to various sections of the admin portal,

<p class="slate-p slate-indent-0" style="0px">The top menu bar in the Merchant Portal provides quick access to essential features and settings that enhance the user experience and ensure efficient account management. </p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">AI Assistant</strong>​: A powerful, real-time support tool integrated directly into the Merchant Portal. It is designed to help you navigate the platform, analyze complex transaction data, and provide instant answers to configuration or reporting questions using natural language.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Global Search</strong>​: This feature allows you to quickly find specific transactions based on various criteria, providing a convenient way to access transaction data from the last 90 days.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Contact Support</strong>​: This feature provides a straightforward way to get help or ask questions about the portal, ensuring you have access to the assistance you need for any issues or inquiries.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Notifications</strong>​:​<strong class="slate-bold"> </strong>​This feature allows the user to check and act on notifications they have received.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">User Icon Menu</strong></div><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Change Password</strong>​: Allows the user to change their password.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Change Authentication Preferences</strong>​: Allows the user to change their Authentication (MFA) preference between email and SMS.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Change Preferences</strong>​: Allows the user to change their default language and time zone.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Log out</strong></div></li></ul></li></ul><p class="slate-p slate-indent-0" style="0px">The subsections describe how each option can be used.</p>

The top menu bar in the Merchant Portal provides quick access to essential features and settings that enhance the user experience and ensure efficient account management. 

The subsections describe how each option can be used.

<p class="slate-p slate-indent-0" style="0px">The Dashboard provides a view of different metrics across a date range and selected merchants for the Customer. </p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/9786ffc8-dca6-4e1c-a798-72ef5eeaa9a6.jpg" alt="" style="width:2017px;height:1021px;aspect-ratio:2017 / 1021" /></div></figure></div><p class="slate-p slate-indent-0" style="0px">You can select the Reporting Type - Sales, Transaction Count - and apply different filters t on the Dashboard to target the area of information you may be after.</p><p class="slate-p slate-indent-0" style="0px">Individual widgets present the metrics based on the filters entered for reporting.</p><h3 class="slate-h3 " >Reporting Type and Filters</h3><p class="slate-p slate-indent-0-1-1-1-1" style="NaNpx"><strong class="slate-bold">Reporting Type </strong>allows you to select how you want to summarise your metrics.  </p><p class="slate-p slate-indent-0-1-1-1-1" style="NaNpx">There are two options:</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Sales </strong>- metrics are compiled by Sales amount.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Transaction Count</strong> - metrics are compiled based on the Transaction Count.</div></li></ul><p class="slate-p " >The data used to must meet the filters that are defined for the dashboard.</p><p class="slate-p " ><strong class="slate-bold">Filters</strong> allow you to further define the parameters for the metrics to be reported on.</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Date Range:</strong> The date range over which the data will be summarised for the metrics. This default to a month ending today&apos;s date.  The data range must be set for the widgets to be populated.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Merchant:</strong> The merchants that are attached to the Customer.  This defaults to the all the levels and merchants for the customer. At least one merchant must be selected for the widgets to be populated. </div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Currency:</strong> This filter restricts reporting to the selected currency.   Only transactions for that currency will be used to compile the metrics.  A currency must be selected for the widgets to be populated.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Acquirer:</strong> This filter can restrict the metrics to a specific acquirer.  The default is to have no Acquirer selected, which means all acquirers are included.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Entry Mode:</strong> This filter allows the uuser to select the card entry method for the transaction, for example: EMV Contactless, Magstripe or Keyed.  By default, all entry modes are reported if no Entry Mode is selected.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Card Scheme:</strong> This filter allows the user to elect the Card Scheme, for example: Visa, Mastercard, Diners, Amex etc, to report on.  By default, this is left blank and all card schemes are reported on.</div></li></ul><p class="slate-p " >Note:  For the widgets to populate, at a minimum, the Date Range, Merchant and Currency must be selected.</p><h2 class="slate-h2 " >Widgets</h2><p class="slate-p " >The widgets present the data based on the Reporting Type and filters selected. They provide insights based on total settled sales or transaction count within the specified date range. Adjusting the Reporting Type or any of the filters will cause all the widgets to update themselves.  </p><p class="slate-p " >Widgets, that have the <em class="slate-italic"><strong class="slate-bold">three dots</strong></em><strong class="slate-bold"> </strong>menu in their top right hand corner can be displayed using different types of graphs. The options available are:</p><div class="published-table"><div class="table-container" style="padding-left: 0px;"><div class="published-table-header" style="width:100%;min-width:100%;min-height:initial;visibility: hidden;border:initial"><div style="width:218px;">Title</div><div style="width:initial;">Description</div></div><table class="slate-table" style="min-width:100%;"><colgroup ><col style="width:218px"><col style="width:initial"></colgroup><tbody class="slate-TableElement-tbody"><tr class="slate-tr " ><td class="slate-td"><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/e32b2c49-f704-4a61-b340-d78acf0fdff6.jpg" alt="" style="width:164px;height:240px;aspect-ratio:164 / 240" /></div></figure></div></td><td class="slate-td"><p class="slate-p " >The Default graph type is the one first displayed when the dashboard is viewed.</p><p class="slate-p " >The Default graph type differs across the widgets.  </p><p class="slate-p " >The widget will retain the graph type, if it is changed, for the next time the user logs in.</p></td></tr></tbody></table></div></div><h3 class="slate-h3 " >Total Settled Sales</h3><p class="slate-p " >Total Settled Sales is presented by two widgets.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/65026127-bed1-4e18-8017-4d0761202f59.jpg" alt="" style="width:1834px;height:274px;aspect-ratio:1834 / 274" /></div></figure></div><p class="slate-p " >The Total Settled Sales Summary (lefthand side) presents a summary of statistics based on teh reporting type and filters set.</p><p class="slate-p " >The Total Settled Sales graph (righthand side) shows settled sales by day over the date range.</p><p class="slate-p " >The graph also allows you to compare the filtered date range to 3 pre-defined periods:</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative">The previous month based on a week earlier.  For example: if the filter date range is 21 June 2026 - 21 July 2026, this option would be 14 June 2026 - 14 July 2026.</div></li><li class="slate-li " ><div style="position:relative">The previous month, based on the date. For example: if the filter date range is 18 April 2026 - 18 May 2026, this option would be 21 May 2026 - 21 June 2026.</div></li><li class="slate-li " ><div style="position:relative">The same date range for the previous year - allowing a year on year type comparision.  For example: if the filter date range is 21 June 2026 - 21 July 2026, this option would be 21 June 2025 - 21 July 2025.</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/9ac66eb0-4c89-42f1-b357-8f90e571e67a.jpg" alt="" style="width:1218px;height:278px;aspect-ratio:1218 / 278" /></div></figure></div><p class="slate-p " >The comparative graph is presented in a different colour, green in this example, with the date range defined on the graph.  Moving your cursor over the graph will present the dates the individual graphs represent at that point.  </p><div class="published-table"><div class="table-container" style="padding-left: 0px;"><div class="published-table-header" style="width:100%;min-width:100%;min-height:initial;visibility: hidden;border:initial"><div >Title</div><div >Description</div></div><table class="slate-table" style="min-width:100%;"><colgroup ><col style="width:initial"><col style="width:initial"></colgroup><tbody class="slate-TableElement-tbody"><tr class="slate-tr " ><td class="slate-td"><h3 class="slate-h3 " >Transaction Status</h3><p class="slate-p " >This widget presents approved and declined transaction percentages over the data range. </p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/5af045db-b228-480c-b28c-3257f497c07c.jpg" alt="" style="width:604px;height:249px;aspect-ratio:604 / 249" /></div></figure></div></td><td class="slate-td"><h3 class="slate-h3 " >Transaction Type</h3><p class="slate-p " >This widget presents of transaction by Transaction Type, for example: Sale, Refund or Void.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/bfd17c8d-e2f1-4e30-b4d5-f7e409053032.jpg" alt="" style="width:606px;height:246px;aspect-ratio:606 / 246" /></div></figure></div></td></tr><tr class="slate-tr " ><td class="slate-td"><h3 class="slate-h3 " >POS Terminal vs E-commerce</h3><p class="slate-p " >This widget compares transactions from POS terminals and e-commerce platforms. </p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/66c66d12-8bf1-4652-b92b-cce6765a19de.jpg" alt="" style="width:602px;height:245px;aspect-ratio:602 / 245" /></div></figure></div></td><td class="slate-td"><h3 class="slate-h3 " >Card Schemes</h3><p class="slate-p slate-indent-0" style="0px">This widget displays the distribution of different card schemes (e.g., Visa, MasterCard, AMEX) used in transactions. </p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/78eedd02-1323-416f-b8ad-2be6a6f0eb82.jpg" alt="" style="width:606px;height:250px;aspect-ratio:606 / 250" /></div></figure></div></td></tr><tr class="slate-tr " ><td class="slate-td"><h3 class="slate-h3 " >POS Terminal Card Entry Mode</h3><p class="slate-p slate-indent-0" style="0px">This widget shows the card entry modes used at POS terminals, such as chip, swipe, or contactless. </p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/3368ea29-00ce-4f0d-b5b1-775fde09459c.jpg" alt="" style="width:602px;height:248px;aspect-ratio:602 / 248" /></div></figure></div></td><td class="slate-td"><h3 class="slate-h3 " >Ecommerce Channel</h3><p class="slate-p slate-indent-0" style="0px">This widget provides data specific to e-commerce channels, such as PayPal, Card, Apple Pay, and Google Pay. </p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/308b5fa8-42e9-403a-87f0-a1b34e7e5567.jpg" alt="" style="width:602px;height:246px;aspect-ratio:602 / 246" /></div></figure></div></td></tr></tbody></table></div></div><p class="slate-p " ></p>

The Dashboard provides a view of different metrics across a date range and selected merchants for the Customer. 

You can select the Reporting Type - Sales, Transaction Count - and apply different filters t on the Dashboard to target the area of information you may be after.

Individual widgets present the metrics based on the filters entered for reporting.

allows you to select how you want to summarise your metrics.  

The data used to must meet the filters that are defined for the dashboard.

 allow you to further define the parameters for the metrics to be reported on.

Note:  For the widgets to populate, at a minimum, the Date Range, Merchant and Currency must be selected.

The widgets present the data based on the Reporting Type and filters selected. They provide insights based on total settled sales or transaction count within the specified date range. Adjusting the Reporting Type or any of the filters will cause all the widgets to update themselves.  

menu in their top right hand corner can be displayed using different types of graphs. The options available are:

Total Settled Sales is presented by two widgets.

The Total Settled Sales Summary (lefthand side) presents a summary of statistics based on teh reporting type and filters set.

The Total Settled Sales graph (righthand side) shows settled sales by day over the date range.

The graph also allows you to compare the filtered date range to 3 pre-defined periods:

The comparative graph is presented in a different colour, green in this example, with the date range defined on the graph.  Moving your cursor over the graph will present the dates the individual graphs represent at that point.  

<p class="slate-p slate-indent-0" style="0px">The Account Management section offers comprehensive tools to manage users, configure settings, and oversee API keys for your customer, level, and merchant accounts. When you select Account Management from the main navigation menu, you will be directed to the account management screen where you can efficiently navigate and manage your account hierarchy using the hierarchy selector menu or search function.</p><p class="slate-p slate-indent-0" style="0px">Within the hierarchy selector there are three types of nodes:  </p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Customer:</strong> This is the top level node that represents your company overall.  </div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Level:</strong> Levels allow you to group merchants together.  For example, this may be geographically or by the type of business they conduct.  Merchants at this level are positioned next to customers. They have the privilege to create sublevels, allowing merchants under them to create users within their respective levels.  It is possible to have sub-levels of levels, if you want to further breakdown your account structure.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Merchants</strong>: These are you merchants, through which transactions are captured.  </div></li></ul><p class="slate-p slate-indent-0" style="0px">With this hierarchy setup, there are configurations and controls that can be defined at a higher level, that are inherited by merchants that sit under that node.  Some of the merchant set up can depend on the level above it.  This documentation will identify where inheritance is applied.</p><p class="slate-p slate-indent-0" style="0px">Users can also be defined at each level.  A user has access to the node they have been allocated to and the child nodes that sit underneath that as well. </p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/4a0aaabf-14dd-4f4c-8320-dda31c707da8.jpg" alt="" style="width:1078px;height:519px;aspect-ratio:1078 / 519" /></div></figure></div><h2 class="slate-h2 " >Hierarchy Selector</h2><p class="slate-p " >The Hierarchy Selector menu allows you to select and view details for specific customers, levels, or merchants. This feature helps organize and manage the different hierarchical levels within your merchant account structure. You can easily search for and navigate to specific accounts, making account management more efficient and streamlined.</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><span class="slate-color" style="color:var(--tw-prose-bold)">Search </span><span class="slate-color" style="background-color:#FE0000;color:var(--tw-prose-bold)">Customer</span><span class="slate-color" style="color:var(--tw-prose-bold)">, Level, and Merchant</span>: Use the search function to find specific items within the hierarchy.</div></li><li class="slate-li " ><div style="position:relative"><span class="slate-color" style="color:var(--tw-prose-bold)">Details</span>: Displays the selected customer, level, or merchant information.</div></li><li class="slate-li " ><div style="position:relative"><span class="slate-color" style="color:var(--tw-prose-bold)">Users</span>: View and manage user accounts associated with the selected customer, level, or merchant.</div></li><li class="slate-li " ><div style="position:relative"><span class="slate-color" style="color:var(--tw-prose-bold)">API Keys</span>: View and manage API keys associated with the selected customer, level, or merchant.</div></li></ul><h3 class="slate-h3 " >Hierarchy Structure</h3><ol class="slate-ol " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Customer: </strong>The top-level hierarchy that includes all users within the customer&apos;s organization.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Level</strong><strong class="slate-bold">: </strong>A sub-level within the customer that may include multiple merchants.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Merchant: </strong>The lowest level in the hierarchy, specific to individual merchants.</div></li></ol><p class="slate-p " >Users and API keys at the Merchant level are also displayed at the Level and Customer levels. Similarly, users and API keys at the Level level are displayed at the Customer level.</p><h2 class="slate-h2 " >Details</h2><p class="slate-p " >The Details tab in the Account Management section provides general information and settings for different hierarchy levels within your merchant account. Depending on whether you are viewing a Customer, Level, or Merchant, the information displayed varies. This section outlines the fields available for each hierarchy level.</p><h3 class="slate-h3 " >Customer</h3><p class="slate-p " >For customers, the Details tab includes the following fields:</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Company Name</strong>: The name of the customer&apos;s company. (e.g., Petron)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Country</strong>: The country where the customer is located. (e.g., Australia)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">HQ Address</strong>: The headquarters address of the customer. (e.g., 123 Main Street)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">City</strong>: The city where the headquarters is located. (e.g., Cityville)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">State</strong>: The state where the headquarters is located. (e.g., Western Australia)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Zip Code</strong>: The postal code for the headquarters. (e.g., [Enter the zip code])</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/af651121-7fd3-4680-9485-16e2c6c6377e.jpg" alt="" style="width:1075px;height:517px;aspect-ratio:1075 / 517" /></div></figure></div><h3 class="slate-h3 " >Level</h3><p class="slate-p " >For a level, the Details tab includes the following fields:</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Level Name</strong>: The name of the level within the customer&apos;s hierarchy. (e.g., Level_Spectra)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Billing ID</strong>: A unique identifier associated with the billing account for this level. (e.g., 12312)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Party ID</strong>: A unique identifier for the party associated with this level. (e.g., 123123)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Salesforce ID</strong>: The identifier used in Salesforce for this level. (e.g., SF1234564251)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Country</strong>: The country associated with this level.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Time Zone</strong>: The time zone in which this level operates.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Activation Status</strong>: This indicates whether this level is currently active or inactive. (e.g., Active)</div></li></ul><h3 class="slate-h3 " >Merchant</h3><p class="slate-p " >For merchants, the Details tab includes the following fields:</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Billable ID</strong>: A unique identifier for billing purposes. (e.g., B1224112)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Merchant Name</strong>*: The name of the merchant. (e.g., TATAStore)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Country</strong>: The country where the merchant is located. (e.g., India)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Time Zone</strong>*: The time zone for the merchant&apos;s location. (e.g., (GMT +5:30) Calcutta, Madras, New Delhi)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Currency</strong>: The currency used for transactions. (e.g., USD)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Merchant Category Code</strong>: The category code for the type of merchant services provided. (e.g., Veterinary Services, Electrical Contractors, Horticulture Services)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Min Payment Amount</strong>: The minimum payment amount allowed for transactions. Leave blank to specify an unlimited amount. (e.g., -2)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Max Payment Amount</strong>: The maximum payment amount allowed for transactions. Leave blank to specify an unlimited amount. (e.g., [Enter the maximum payment amount])</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Activation Status</strong>: Indicates whether the merchant account is currently active. (e.g., Active)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Token Vault</strong>:</div><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Vault Name</strong>: The name associated with the token vault used by the merchant. (e.g., dapvault102)</div></li></ul></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/d6300c41-efa7-4108-bbfa-64099ba49d84.jpg" alt="" style="width:1077px;height:516px;aspect-ratio:1077 / 516" /></div></figure></div><h2 class="slate-h2 " >Users</h2><p class="slate-p slate-indent-0" style="0px">The Users tab in the Account Management section provides a comprehensive view of all users associated with a Customer, Level, or Merchant. The tab includes functionalities to add new users or existing users at each hierarchy level and displays user information in a tabular format. The table can be filtered and sorted by various criteria as discussed in the <a href="https://app.theneo.io/tnsi/merchant-portal-user-manual/account-management/display-filters-and-grid-search-2" target="_self">Display Filters and Grid Search Functionality Guide</a> to help you quickly find the information you need. </p><h3 class="slate-h3 " >Functionalities</h3><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Add User</strong>: This allows you to add a new user to the selected hierarchy level.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Add Existing User</strong>: This allows you to add an existing user to the selected hierarchy level.</div></li></ul><h3 class="slate-h3 " >User Details</h3><p class="slate-p " >The user detail is displayed in a tabular format with the following information:</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Email</strong>: The email address of the user. (e.g., John@Doe.com)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Name</strong>: The full name of the user. (e.g., John Doe)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Parent Hierarchy</strong>: The parent hierarchy to which the user belongs. (e.g., Petron India)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Status</strong>: The current status of the user. (e.g., Active)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Last Activity Date</strong>: The date and time of the user&apos;s last activity. (e.g., 2024-05-02T13:34:46)</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/76bd04a7-5fbc-4bfa-a4ef-93399c1c51ab.jpg" alt="" style="width:1500px;height:735px;aspect-ratio:1500 / 735" /></div></figure></div><h2 class="slate-h2 " >API Keys</h2><p class="slate-p " >The API Keys tab in the Account Management section provides a centralized place to manage API keys used for secure transactions. The tab includes functionalities to add new API keys at the Level and Merchant hierarchy levels and displays API key information in a tabular format. The table can be filtered and sorted by various criteria as discussed in the <a href="https://app.theneo.io/tnsi/merchant-portal-user-manual/account-management/display-filters-and-grid-search-2" target="_self">Display Filters and Grid Search Functionality Guide</a> to help you quickly find the information you need. </p><h3 class="slate-h3 " >Functionalities</h3><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Add API Key</strong>: This allows you to add a new API key to the selected hierarchy level.</div></li></ul><h3 class="slate-h3 " >API Details</h3><p class="slate-p " >The tabular format displays the following information for each API key:</p><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">API Key</strong>: The unique identifier for the API key, partially masked for security. (e.g., 0046******0e33)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Created By</strong>: The ID or name of the entity that created the API key. (e.g., 5c5859b7-6383-4481-8d64-c4e084a40e59)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Created Date</strong>: The date when the API key was created. (e.g., 2024-03-26)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Last Used Date</strong>: The date when the API key was last used. (e.g., 2024-05-10)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Service</strong>: The services associated with the API key. (e.g., Hosted Checkout, Hosted Fields, Tokenization)</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Status</strong>: The current status of the API key. (e.g., Active, Inactive)</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/456c5662-1a98-4711-9f84-696bcd0be148.jpg" alt="" style="width:1535px;height:754px;aspect-ratio:1535 / 754" /></div></figure></div><p class="slate-p " ></p>

The Account Management section offers comprehensive tools to manage users, configure settings, and oversee API keys for your customer, level, and merchant accounts. When you select Account Management from the main navigation menu, you will be directed to the account management screen where you can efficiently navigate and manage your account hierarchy using the hierarchy selector menu or search function.

Within the hierarchy selector there are three types of nodes:  

With this hierarchy setup, there are configurations and controls that can be defined at a higher level, that are inherited by merchants that sit under that node.  Some of the merchant set up can depend on the level above it.  This documentation will identify where inheritance is applied.

Users can also be defined at each level.  A user has access to the node they have been allocated to and the child nodes that sit underneath that as well. 

The Hierarchy Selector menu allows you to select and view details for specific customers, levels, or merchants. This feature helps organize and manage the different hierarchical levels within your merchant account structure. You can easily search for and navigate to specific accounts, making account management more efficient and streamlined.

Users and API keys at the Merchant level are also displayed at the Level and Customer levels. Similarly, users and API keys at the Level level are displayed at the Customer level.

The Details tab in the Account Management section provides general information and settings for different hierarchy levels within your merchant account. Depending on whether you are viewing a Customer, Level, or Merchant, the information displayed varies. This section outlines the fields available for each hierarchy level.

For customers, the Details tab includes the following fields:

For a level, the Details tab includes the following fields:

For merchants, the Details tab includes the following fields:

The Users tab in the Account Management section provides a comprehensive view of all users associated with a Customer, Level, or Merchant. The tab includes functionalities to add new users or existing users at each hierarchy level and displays user information in a tabular format. The table can be filtered and sorted by various criteria as discussed in the 

 to help you quickly find the information you need. 

The user detail is displayed in a tabular format with the following information:

The API Keys tab in the Account Management section provides a centralized place to manage API keys used for secure transactions. The tab includes functionalities to add new API keys at the Level and Merchant hierarchy levels and displays API key information in a tabular format. The table can be filtered and sorted by various criteria as discussed in the 

The tabular format displays the following information for each API key:

<p class="slate-p " >The Terminal Management section enables you to create reports using different selection criteria. Within these reports, you can view terminal and merchant links, as well as additional details such as equipment, terminal model, acquirer and more.</p><h2 class="slate-h2 " >Generate Terminal Management Report</h2><p class="slate-p " >To generate the terminal list, perform the following steps:</p><ol class="slate-ol " ><li class="slate-li " ><div style="position:relative">Select the merchant for whom the terminal list will be generated from the <strong class="slate-bold">Merchant </strong>dropdown menu. You can select multiple merchants from the list.</div></li><li class="slate-li " ><div style="position:relative">Select acquirer from the <strong class="slate-bold">Acquirer </strong>dropdown menu if you want to filter based on the acquirer. </div></li><li class="slate-li " ><div style="position:relative">Select equipment from <strong class="slate-bold">Equipment </strong>dropdown menu if you want to filter based on the equipment.</div></li><li class="slate-li " ><div style="position:relative">Select terminal make from the <strong class="slate-bold">Terminal Make </strong>dropdown menu if you want to filter based on the terminal make(eg., Ingenico, PAX).</div></li><li class="slate-li " ><div style="position:relative">Select terminal model from the <strong class="slate-bold">Terminal Model </strong>dropdown menu if you want to filter based on the terminal model.</div></li><li class="slate-li " ><div style="position:relative">Enter terminal name in the <strong class="slate-bold">Terminal Name</strong> field for searching specific terminal with name.</div></li><li class="slate-li " ><div style="position:relative">Enter terminal id in the <strong class="slate-bold">Terminal ID </strong>field for searching specific terminal with ID.</div></li><li class="slate-li " ><div style="position:relative">Enter serial number in the <strong class="slate-bold">Serial Number </strong>field for searching specific terterminal with serial number.</div></li><li class="slate-li " ><div style="position:relative">Select terminal type form the <strong class="slate-bold">Terminal Type </strong>dropdown menu if you want to search based on specific terminal types (e.g. Attended, Unattended, Both).</div></li><li class="slate-li " ><div style="position:relative">Enter last message received in the <strong class="slate-bold">Last Message Received </strong>field for specific search criteria.</div></li><li class="slate-li " ><div style="position:relative">Select <strong class="slate-bold">P2PE Enabled </strong>checkbox if you want to filter terminal having P2PE feature enabled.</div></li><li class="slate-li " ><div style="position:relative">Enter PCI PTS version value in the <strong class="slate-bold">PCI PTS Version </strong>field for specific search.</div></li><li class="slate-li " ><div style="position:relative">Enter EMV contact l1 version in <strong class="slate-bold">EMV Contact L1 Version </strong>field for specific search.</div></li><li class="slate-li " ><div style="position:relative">Enter EMV contactless l1 version in <strong class="slate-bold">EMV Contactless L1 Version </strong>field for specific search.</div></li><li class="slate-li " ><div style="position:relative">Enter EMV contact l2 version in <strong class="slate-bold">EMV Contact L2 Version </strong>field for specific search.</div></li><li class="slate-li " ><div style="position:relative">Enter EMV contactless l2 version in <strong class="slate-bold">EMV Contactless L2 Version </strong>field for specific search.</div></li><li class="slate-li " ><div style="position:relative">Enter the terminal request date in the <strong class="slate-bold">Terminal Request Date</strong> field (e.g., May 19, 2024).</div></li><li class="slate-li " ><div style="position:relative">Enter the last activity date of the terminal in the <strong class="slate-bold">Last Activity Date</strong> field (e.g., May 19, 2024).</div></li><li class="slate-li " ><div style="position:relative">Select a status from the <strong class="slate-bold">Status</strong> dropdown menu(e.g. All, Online, Offline, Enabled, Disabled, Provisioned, No Activity). You may select multiple options from the list.</div></li><li class="slate-li " ><div style="position:relative">After filling in all the required fields and selecting any optional filters, click the <strong class="slate-bold">Run Search </strong>button to generate the list.</div></li></ol><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/d52a57c2-56bc-4b28-b42c-919b60af39d4.jpg" alt="" style="width:1086px;height:521px;aspect-ratio:1086 / 521" /></div></figure></div><p class="slate-p " ></p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/ce2416d9-7958-499f-96c3-8d0dcbe5ceca.jpg" alt="" style="width:1090px;height:512px;aspect-ratio:1090 / 512" /></div></figure></div><h2 class="slate-h2 " >Search Result</h2><ul class="slate-ul " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Terminal ID:</strong> Internal ID of the terminal listed.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Merchant:</strong> Merchant Name assosiated with the terminal ID.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Acquirer:</strong> Name of the acquirer assosiated with the terminal.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Certificate:</strong> Terminal certificate name.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Equipment:</strong> Assosiated equipment for the terminal.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Terminal Make: </strong>Terminal make e.g. Ingenico/PAX</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Terminal Model: </strong>Terminal model number</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Terminal Name:</strong> Name of ther terminal in the system.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Serial Number:</strong> Serial number of the terminal (if available).</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Terminal Type:</strong> Type of the terminal e.g. Attended, Unattended, Both.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Terminal Request Date:</strong> Date when the terminal was requested.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Last Activity Date:</strong> The date when the terminal was last active.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Status:</strong> Terminal status e.g. All, Online, Offline, Enabled, Disabled, Provisioned, No Activity).</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">EMV Contact L1 Version</strong>: Version number of the EMV contact L1.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">EMV Contact L2 Version: </strong>Version number of the EMV contact L2.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">EMV Contactless L1 Version: </strong>Version number of the EMV contactless L1.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">EMV Contactless L2 Version: </strong>Version number of the EMV contactless L2.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">PCI PTS Version: </strong>PCI PTS version of the terminal</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Last Message Type: </strong>Type of message received last from the terminal.</div></li></ul><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/a3c376df-1529-44d1-acc7-c2d729f4106f.jpg" alt="" style="width:1075px;height:516px;aspect-ratio:1075 / 516" /></div></figure></div><h3 class="slate-h3 " >Utilizing Search Results</h3><p class="slate-p " >By analyzing the search results, you can monitor and review terminal and assosiated values.. Sorting and filtering options help you narrow down the results to find specific data quickly.</p><p class="slate-p " >Clicking on every <strong class="slate-bold">Terminal ID</strong> from the list will open <strong class="slate-bold">Terminal Details </strong>page, where you can find more specific information about the terminal.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/bd7fa3c8-7d6c-4f30-872c-63b8b96bf538.jpg" alt="" style="width:1074px;height:515px;aspect-ratio:1074 / 515" /></div></figure></div><p class="slate-p " ></p>

The Terminal Management section enables you to create reports using different selection criteria. Within these reports, you can view terminal and merchant links, as well as additional details such as equipment, terminal model, acquirer and more.

To generate the terminal list, perform the following steps:

By analyzing the search results, you can monitor and review terminal and assosiated values.. Sorting and filtering options help you narrow down the results to find specific data quickly.

page, where you can find more specific information about the terminal.

<p class="slate-p " >The <span style="color:var(--tw-prose-bold)">Transaction Management</span> section provides tools to manage and perform various types of transactions within the merchant portal. By navigating to the <span style="color:var(--tw-prose-bold)">Transactions</span> section, you will find two main options: <span style="color:var(--tw-prose-bold)">Manage Transactions</span> and <span style="color:var(--tw-prose-bold)">Perform Transactions</span>. These features allow you to search for specific transactions, apply filters, and execute different types of transactions such as sales, authorizations, and refunds. This section helps you effectively oversee and execute your transaction-related activities, ensuring smooth and secure processing of payments.</p><p class="slate-p " ></p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/73723376-86c0-4b81-bed1-b8b17ef3cad5.jpg" alt="" style="width:1228px;height:296px;aspect-ratio:1228 / 296" /></div></figure></div><h2 class="slate-h2 " >Manage Transactions</h2><p class="slate-p slate-indent-0" style="0px">The Manage Transactions feature allows you to search for and manage existing transactions. You can apply various filters to narrow down your search results and view detailed information about each transaction. This feature is essential for monitoring transaction history, <span style="background-color:rgb(255, 255, 255);color:rgb(13, 13, 13)">and maintaining accurate records of all transactions. </span></p><h2 class="slate-h2 " >Perform Transactions</h2><p class="slate-p slate-indent-0" style="0px">The Perform Transactions feature enables you to initiate and process various types of transactions directly within the merchant portal. Whether you need to perform sales, authorizations, or refunds, this feature provides a streamlined process to ensure that all transactions are handled efficiently and securely. By entering the required transaction details and selecting the appropriate options, you can execute transactions with ease.</p><h2 class="slate-h2 " >Pay By Link Transactions</h2><p class="slate-p " >Pay By Link is a new payment method that allows merchants to generate a payment link and send it to customers (via email, SMS, etc.) to complete payment on a hosted page.  Pay bu Link needs to be configured against the Merchant for the option to be available.</p><p class="slate-p slate-indent-0" style="0px"></p>

 section provides tools to manage and perform various types of transactions within the merchant portal. By navigating to the 

 section, you will find two main options: 

. These features allow you to search for specific transactions, apply filters, and execute different types of transactions such as sales, authorizations, and refunds. This section helps you effectively oversee and execute your transaction-related activities, ensuring smooth and secure processing of payments.

The Manage Transactions feature allows you to search for and manage existing transactions. You can apply various filters to narrow down your search results and view detailed information about each transaction. This feature is essential for monitoring transaction history, 

and maintaining accurate records of all transactions. 

The Perform Transactions feature enables you to initiate and process various types of transactions directly within the merchant portal. Whether you need to perform sales, authorizations, or refunds, this feature provides a streamlined process to ensure that all transactions are handled efficiently and securely. By entering the required transaction details and selecting the appropriate options, you can execute transactions with ease.

Pay By Link is a new payment method that allows merchants to generate a payment link and send it to customers (via email, SMS, etc.) to complete payment on a hosted page.  Pay bu Link needs to be configured against the Merchant for the option to be available.

<p class="slate-p slate-indent-0" style="0px">The Reports section provides powerful tools to generate various reports that help you monitor and analyze your merchant account activities. This section allows you to create detailed reports on transactions, summaries, and blacklisted cards, offering valuable insights into your business performance. By accessing the Reports section, you can utilize filters and options to customize the data according to your specific needs, enabling effective tracking and decision-making.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/8f4b9527-6a9c-444f-a918-8d027f4c130e.jpg" alt="" style="width:1087px;height:518px;aspect-ratio:1087 / 518" /></div></figure></div><h2 class="slate-h2 " >Types of Reports</h2><ol class="slate-ol " ><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Transaction Reports</strong>: Generate detailed reports on all transactions processed through your account.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Blacklist Reports</strong>: Generate reports on blacklisted cards, including details such as merchant name, date, and card number.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Summary Reports</strong>: Create summary reports that provide an overview of your transactions over a specified period.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Pay By Link Reports</strong>: Generate reports of Pay By Link transactions raised through your account for a specific period.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Schedule Management</strong>: Display all the report delivery schedules. Allows user to edit, activate, or deactivate a report delivery schedule.</div></li><li class="slate-li " ><div style="position:relative"><strong class="slate-bold">Settlement Report</strong>:  Generate detailed report on the settlement process. You can check the current status of the settlement file and other details.</div></li></ol><p class="slate-p slate-indent-0" style="0px">Each report type offers various filtering options to help you narrow down and focus on the data that is most relevant to your needs. By leveraging these reports, you can gain deeper insights into your transaction history, detect trends, and manage risk effectively.</p>

The Reports section provides powerful tools to generate various reports that help you monitor and analyze your merchant account activities. This section allows you to create detailed reports on transactions, summaries, and blacklisted cards, offering valuable insights into your business performance. By accessing the Reports section, you can utilize filters and options to customize the data according to your specific needs, enabling effective tracking and decision-making.

Each report type offers various filtering options to help you narrow down and focus on the data that is most relevant to your needs. By leveraging these reports, you can gain deeper insights into your transaction history, detect trends, and manage risk effectively.

<p class="slate-p slate-indent-0" style="0px">The Token Service section allows you to search, view, add, edit, and delete tokens for credit card numbers, providing an added layer of security for your transactions. Tokens help securely process payments without exposing sensitive card details. This section enables you to view existing tokens and add new tokens as needed.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/7e1dc783-de07-452e-8bc8-7ea33c2b6e9f.jpg" alt="" style="width:1086px;height:521px;aspect-ratio:1086 / 521" /></div></figure></div><h3 class="slate-h3 " >View and Search Tokens</h3><p class="slate-p slate-indent-0" style="0px">The View and Search Tokens feature allows you to search for specific tokens using various criteria such as token number, credit card number, expiry date, and cardholder name. This feature helps you quickly find and manage tokens within the portal.</p><h3 class="slate-h3 " >Add Tokens</h3><p class="slate-p slate-indent-0" style="0px">The Add Tokens feature provides the functionality to generate new tokens for secure transaction processing. By replacing sensitive credit card information with unique tokens, this feature enhances security and reduces the risk of data breaches.</p><h3 class="slate-h3 " >Edit Tokens</h3><p class="slate-p slate-indent-0" style="0px">The Edit Tokens feature allows you to update the details of existing tokens. This feature ensures that you can maintain accurate and up-to-date information for all tokens in your system.</p><h3 class="slate-h3 " >Delete Tokens</h3><p class="slate-p slate-indent-0" style="0px">The Delete Tokens feature enables you to remove tokens that are no longer needed or are associated with expired or inactive credit cards. This feature helps you manage and clean up your token database, maintaining its relevance and security.</p>

The Token Service section allows you to search, view, add, edit, and delete tokens for credit card numbers, providing an added layer of security for your transactions. Tokens help securely process payments without exposing sensitive card details. This section enables you to view existing tokens and add new tokens as needed.

The View and Search Tokens feature allows you to search for specific tokens using various criteria such as token number, credit card number, expiry date, and cardholder name. This feature helps you quickly find and manage tokens within the portal.

The Add Tokens feature provides the functionality to generate new tokens for secure transaction processing. By replacing sensitive credit card information with unique tokens, this feature enhances security and reduces the risk of data breaches.

The Edit Tokens feature allows you to update the details of existing tokens. This feature ensures that you can maintain accurate and up-to-date information for all tokens in your system.

The Delete Tokens feature enables you to remove tokens that are no longer needed or are associated with expired or inactive credit cards. This feature helps you manage and clean up your token database, maintaining its relevance and security.

<p class="slate-p slate-indent-0" style="0px">The Recurring Payments section provides tools to search, add, and manage recurring transactions within the merchant portal. This feature allows merchants to automate regular payments, such as subscription fees or installment plans, ensuring timely and consistent billing.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/a01f4de8-279e-4e3a-82a3-2aed8292d925.jpg" alt="" style="width:1088px;height:522px;aspect-ratio:1088 / 522" /></div></figure></div><h2 class="slate-h2 " >Search Recurring Payments</h2><p class="slate-p slate-indent-0" style="0px">The Search Recurring Payments feature allows you to find existing recurring payment plans based on various criteria. This is essential for monitoring and managing recurring payment schedules.</p><h2 class="slate-h2 " >Add Recurring Payments</h2><p class="slate-p " >The Add Recurring Payments feature enables you to create and schedule new recurring transactions. </p>

The Recurring Payments section provides tools to search, add, and manage recurring transactions within the merchant portal. This feature allows merchants to automate regular payments, such as subscription fees or installment plans, ensuring timely and consistent billing.

The Search Recurring Payments feature allows you to find existing recurring payment plans based on various criteria. This is essential for monitoring and managing recurring payment schedules.

The Add Recurring Payments feature enables you to create and schedule new recurring transactions. 

<p class="slate-p slate-indent-0" style="0px">The Maintenance section provides essential tools for managing the security and integrity of your merchant account. This section includes features for managing credit card blacklists and encryption keys, ensuring that your transactions are secure and compliant with industry standards. The two main features in this section are <strong class="slate-bold">Credit Card Blacklist</strong> and <strong class="slate-bold">Key Management</strong>.</p><div style="text-align:left"><figure ><div style="display:inline-block"><img src="https://d24lr4zqs1tgqh.cloudfront.net/00a8e61d-e048-466b-bbad-a2f3fdd036fb.jpg" alt="" style="width:1092px;height:524px;aspect-ratio:1092 / 524" /></div></figure></div><h3 class="slate-h3 " >Credit Card Blacklist</h3><p class="slate-p slate-indent-0" style="0px">The<strong class="slate-bold"> </strong>Credit Card Blacklist feature allows you to add and manage blacklisted credit cards to prevent fraudulent transactions. By maintaining a blacklist, you can ensure that certain card numbers are blocked from being used in your transactions, enhancing the security of your payment processes.</p><h3 class="slate-h3 " >Key Management</h3><p class="slate-p slate-indent-0" style="0px">The Key Management feature provides a centralized place to manage encryption keys used for secure transactions. Proper management of these keys is crucial for maintaining the confidentiality and integrity of your transaction data. This feature allows you to add, edit, and manage keys effectively to ensure your data remains protected.</p><p class="slate-p " ></p>

The Maintenance section provides essential tools for managing the security and integrity of your merchant account. This section includes features for managing credit card blacklists and encryption keys, ensuring that your transactions are secure and compliant with industry standards. The two main features in this section are 

Credit Card Blacklist feature allows you to add and manage blacklisted credit cards to prevent fraudulent transactions. By maintaining a blacklist, you can ensure that certain card numbers are blocked from being used in your transactions, enhancing the security of your payment processes.

The Key Management feature provides a centralized place to manage encryption keys used for secure transactions. Proper management of these keys is crucial for maintaining the confidentiality and integrity of your transaction data. This feature allows you to add, edit, and manage keys effectively to ensure your data remains protected.

<p class="slate-p " >This section will capture commonly used terminology and provide meaning/context.</p><div class="published-table"><div class="table-container" style="padding-left: 0px;"><div class="published-table-header" style="width:100%;min-width:100%;"><div style="width:201px;">Term</div></div><table class="slate-table" style="min-width:100%;"><colgroup ><col style="width:201px"><col style="width:265px"><col style="width:initial"></colgroup><tbody class="slate-TableElement-tbody"><tr class="slate-tr " ><td class="slate-td"><p class="slate-p " >Account Verification Transactions</p></td><td class="slate-td"><p class="slate-p " ></p></td><td class="slate-td"><p class="slate-p " >A Type of Transaction that can be performed that verifies  a cardholder&apos;s account with the issuing bank without actually charging any money.</p></td></tr><tr class="slate-tr " ><td class="slate-td"><p class="slate-p " >AID</p></td><td class="slate-td"><p class="slate-p " >Application Identifier</p></td><td class="slate-td"><p class="slate-p " >A property of a card that can be used to identify the Issuer and whether the type of card, whether it be a Debit or Credit card.</p></td></tr><tr class="slate-tr " ><td class="slate-td"><p class="slate-p " >Customer</p></td><td class="slate-td"><p class="slate-p " >Company</p></td><td class="slate-td"><p class="slate-p " >In Payment Orchestration, the Customer sits at the top of the Customer Hierarchy of levels and merchants.</p><p class="slate-p slate-indent-0" style="0px">The Customer represents, the company that owns/controls all the Merchant.</p></td></tr><tr class="slate-tr " ><td class="slate-td"><p class="slate-p " >Final Node</p></td><td class="slate-td"><p class="slate-p " ></p></td><td class="slate-td"><p class="slate-p " >Smart Routing.</p><p class="slate-p " >A Final Node is used to end a Smart Routing Path.  There are no outward points from a FInal Node.  The most common example is an Acquirer node - at the end of the path the acquirer the Merchant wants to process the transactions, which have satisfied the nodes on the path, is set. </p></td></tr><tr class="slate-tr " ><td class="slate-td"><p class="slate-p " >Level</p></td><td class="slate-td"><p class="slate-p " ></p></td><td class="slate-td"><p class="slate-p " >Within the Customer Hierarchy, the Level represents a logical grouping of Merchants that appear underneath it.  Payment Orchestration Customer can use a level to group their merchants together, how they like.  Geographic or Division based groupings are common examples.  Generally, some of the properties on the Level can be inherited or made available to the merchants that sit underneath it.  </p><p class="slate-p " >A level can also have sublevels.</p></td></tr><tr class="slate-tr " ><td class="slate-td"><p class="slate-p " >Merchant</p></td><td class="slate-td"><p class="slate-p " ></p></td><td class="slate-td"><p class="slate-p " >The Merchant is the entity aginst which transactions are recorded and processed.  These can represent physical branches, agencies, shops, etc.</p><p class="slate-p " >A merchant is the “Merchant of Record”.  </p><p class="slate-p " >Within the Customer Hierarchy, Merchant&apos;s sit at the end of the branches.</p></td></tr><tr class="slate-tr " ><td class="slate-td"><p class="slate-p " ></p></td><td class="slate-td"><p class="slate-p " ></p></td><td class="slate-td"><p class="slate-p " ></p></td></tr></tbody></table></div></div><p class="slate-p " ></p>

This section will capture commonly used terminology and provide meaning/context.

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