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Merchants Overview

Use the Merchants Overview to display your merchants and access associated configuration elements such as connectors and users.

Global Merchants Overview​

The global Merchant Overview lists all merchants configured under the selected tenant, providing quick access to associated configuration elements for individual Merchants. You can:

Global Merchant Overview
Global Merchant Overview

Detailed Merchants Overview​

Click on Overview for a merchant in the global Merchants Overview to display a detailed overview of that merchant.

Detailed Merchants Overview
Detailed Merchants Overview
  1. Merchant Base Data - The merchant base data summarizes all key elements of a merchant profile and its business. For more information see our tutorial on how tol Create and Set Up a Merchant Profile
    1. Name: Name of the Company, business or shop of the merchant
    2. GUID: Global unique identifier of the selected merchant
    3. External Merchant ID: Such as CRM system ID, if available
    4. Tenant: The tenant the merchant is assigned to
    5. Address, ZIP Code, City, Country: Location information
    6. Timezone: Merchant's current time zone
    7. Website: URL of the company or shop of the merchant
    8. Administrative, Technical and Risk Alert Email: Displays multiple contact email addresses within an organization
    9. Default Risk Profile and Default VT Risk Profile (Virtual Terminal): Indicates whether a specific risk profile has been assigned to a merchant
    10. Status: Indicates whether a merchant is enabled or not
  2. Connectors - The Connectors sections displays all configured adapters and their respective payment methods assigned to a merchant profile.
    1. GUID: Global unique identifier of the connector
    2. Name: Name of the connector
    3. Adapter: The selected adapter and interface type, in case the adapter and its payment method offers several API connections.
    4. Methods: Displays the selected payment method offered by the adapter.
    5. Description: A description of the adapter, which can be entered when setting up and assigning the adapter
    6. Risk Profile: The risk profile assigned to the adapter and its payment method
    7. Provider: The contractual provider for the connector
    8. Status: Indicates whether the connector is enabled or not
    9. For further information about a connector, click on the downward arrow on the left
  3. Users - The users section displays the API users as well as merchant users (web) who have been granted access to the payment platform.
    1. GUID: Global unique identifier of the user
    2. Type: Indicates whether the user is a web or API user
    3. Username: The user name
    4. Name: First and last name of the user
    5. Email: Email address of the user
    6. Status: Indicates whether access to the payment platform is enabled or not
    7. Valid Until: If needed, administrators can restrict access to a specific time period, which is indicated here
  4. Job Schedules - This section displays an overview of all predefined tasks or processes that are automatically started at specific dates and times for the merchant.
    1. Job Type: Name or definition of the job
    2. Schedule: Information on the schedule settings in cron syntax
    3. # of Connectors: Indicates how many connectors are related to this job
    4. Last run & Next Run: The date the job was last run and when it will next run
    5. Status: Indicates whether a job schedule is enabled or not
  5. Rolling Reserves
    1. Method: Lists the payment methods
    2. **Percentage & days :**A pre-defined percentage that is withheld for an agreed period of time.
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