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Linking a Merchant to a 'Referral Partner' in the admin portal

Merchant accounts can be associate to and ISO or ISV client which referred to them us, or set up the accounts themselves under a partnership agreement. When linked, the Merchant account will then belong to that partners portfolio.

1) Log into the Admin Portal and search for the business in question.

Merchant Admin

 

2) Click into the business and navigate through 'Info', 'Settings' and 'Onboarding'

Admin POrtal Onboarding

 

3) Click on the Referral Partner dropdown and find the appropriate option.

Admin Portal Referral Partner