Accounts

Merchant Demographics

Hover over left side navigation, click Merchant Demographics. You can search for a specific merchant by typing in: the full or partial name or narrow your search by using the filter options provided You can also change the number of… Read more

Managing your Profile

The profile icon on the home page is represented by your initials and is located in the top right corner. Click My Profile to access your profile settings. On the Profile page, you’ll see a summary of your: account details… Read more

Adding a MID to a user account

Note: Only Account Administrators can add or edit a user’s account. Step 1: From the Home screen, click the User Management icon. However, you may skip this step if your screen is bookmarked or your screen looks different than this… Read more

Create a Custom Data Access Group

Step 1: From the Data Access Management tab, click “Create New Data Access Group”. Step 2: Enter the group name and description. Click “Next Step” at the bottom right of the page. Note: The group name cannot contain spaces or… Read more

Creating a user account

To create a new user account, complete the following steps: Step 1. From the home screen, click the User Management icon . Step 2. Click the Create User button. Step 3. You will now be taken through a step-by-step wizard… Read more

Changing your MFA preferences

Step 1. From the home screen, click on the green circle in the top right with your initials. This will bring up a dropdown menu. Step 2. Click My Profile. Step 3. On the My Profile screen, click the Preferences… Read more

Activating a user account

Step 1. From the home screen, click the User Management icon . Step 2. Navigate to the user account that you want to activate, and then click on the Actions button. Step 3. Select Activate User.… Read more

Editing a user profile

Note: Only users with the role of Account Administrator can edit another user’s account. Depending on the permissions you have been granted, you can edit the profiles of all of the users that belong to your organization. You can edit… Read more

Managing Data Access

When creating a user, assign data access to the user. This determines which MIDs the user has access to for various applications (for example, Reporting, Analytics, etc). The Data Access selector tool allows you to find and select the MIDs… Read more

Removing a MID from a user account

Note: Only users with the role of Account Administrator can edit a user’s account. Step 1. From the home screen, click the User Management icon . Step 2. Find the user account you want to edit, and then click .… Read more

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