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SoftSpace - Merchant Portal

Purpose of the document

The purpose of this document is to provide a comprehensive user guide for the Merchant Portal. It outlines the key features and functionalities available within the portal and provides guidance on the activities and tasks that users can perform.

This guide serves as a central reference for understanding and using the Merchant Portal effectively. It is intended for all types of merchants, including Group, Division, and Merchant-level users, with relevant functionalities and access depending on their assigned user roles and permissions.

Navigation of the document

Use the “In this Article” section on the right-hand side to quickly navigate to the relevant section of the user guide. Select a section heading to go directly to the information you need.

1. System portal - Hierarchy structure

This Set Up can be done only by Wpay Admin in System Portal.

  1. Group Merchant

  2. Division Merchant

  3. Company

Example Structure:

one.png

2. User roles

a. Group Merchant:

Term Description

Group Merchant Admin

  • Has all the access to merchant portal functionalities.

  • Has the access to view, edit and update its associated Division Merchants, Merchants and Mobile Users, including trigger reset passwords, suspend/reinstate its associated entities.

  • Does not have the access to view Division Merchants, Merchants or Mobile Users that belong to another Group Merchant.

Group Merchant Sub Admin

Inherits all access rights from Merchant Admin, except Merchant User features (Manage/Add/Edit Merchant User).

Group Merchant Viewer

Performs read-only access to the portal. User with this role can have read-only access to all system functionalities except Merchant User feature (Manage/Add/Edit Merchant User).

b. Division merchant:

Term

 

Description

 

Division Merchant Admin

  • Has all the access to merchant portal functionalities.

  • Has the access to view, edit and update its associated Merchants and Mobile Users, including trigger reset password, suspend/reinstate its associated entities.

  • Does not have the access to view Merchants or Mobile Users that belong to another Group Merchant.

Division Merchant Sub Admin

Inherits all access rights from Merchant Admin, except Merchant User features (Manage/Add/Edit Merchant User).

Division Merchant Viewer

Performs read-only access to the portal. User with this role can have read-only access to all system functionalities except Merchant User feature (Manage/Add/Edit Merchant User).

c. Merchant:

Term

 

Description

 

Merchant Admin

  • Has all the access to merchant portal functionalities.

  • Has the access to view, edit and update its associated Mobile Users, including trigger reset password, suspend/reinstate its associated mobile users.

Merchant Sub Admin

Inherits all access rights from Merchant Admin, except Merchant User features (Manage/Add/Edit Merchant User).

Merchant Viewer

Performs read-only access to the portal. User with this role can have read-only access to all system functionalities except Merchant User feature (Manage/Add/Edit Merchant User).

3. User access matrix

a. Group Merchant:

Role

Group Merchant 
Admin

Group Merchant 
Sub Admin

Group Merchant 
Viewer

Home - Quick Links, Daily Transaction snapshot Available

View Home

✓

✓

✓

All Companies

View Child Companies

✓

✓

✓

Edit Child Company Details (Except Business Details, Business Configurations & MID Details)

✓

✓

✗

Update Child Company 
Status

✓

✓

✗

Manage Mobile Users

View Mobile Users

✓

✓

✓

Edit Mobile User

✓

✓

✗

Update Mobile User status

✓

✓

✗

Manage Transactions

View Transactions

✓

✓

✓

Settings

Change Password

✓

✓

✗

Administrator

View Merchant Users

✓

✓

✓

Edit Merchant Users

✓

✓

✗

Add a Merchant User

✓

✓

✗

Update Merchant User 
Status

✓

✓

✗

Trigger Password for 
Merchant Users

✓

✓

✗

View Audit Trail

✓

✓

✓

b. Division Merchant:

Role

Division Merchant 
Admin

Division Merchant 
Sub Admin

Division Merchant 
Viewer

Home - Quick Links, Daily Transaction snapshot Available

  

View Home

✓

✓

✓

All Companies

  

View Child Companies

✓

✓

✓

Edit Child Company Details (Except Business Details, Business Configurations & MID Details)

✓

✓

✗

Update Child Company Authoriser Status

✓

✓

✗

Update Child Company 
Status

✓

✓

✗

Manage Mobile Users

  

View Mobile Users

✓

✓

✓

Edit Mobile User

✓

✓

✗

Update Mobile User status

✓

✓

✗

Manage Transactions

  

View Transactions

✓

✓

✓

Settings

  

Change Password

✓

✓

✗

Administrator

  

View Merchant Users

✓

✓

✓

Edit Merchant Users

✓

✓

✗

Add a Merchant User

✓

✓

✗

Update Merchant User 
Status

✓

✓

✗

Trigger Password for 
Merchant Users

✓

✓

✗

View Audit Trail

✓

✓

✓

c. Merchant:

Role

Merchant 
Admin

Merchant 
Sub Admin

Merchant 
Viewer

Home - Quick Links, Daily Transaction snapshot Available

View Home

✓

✓

✓

Manage Mobile Users

View Mobile Users

✓

✓

✓

Edit Mobile User

✓

✓

✗

Update Mobile User status

✓

✓

✗

Manage Transactions

View Transactions

✓

✓

✓

Settings

Change Password

✓

✓

✗

Administrator

View Merchant Users

✓

✓

✓

Edit Merchant Users

✓

✓

✗

Add a Merchant User

✓

✓

✗

View Audit Trail

✓

✓

✓

Update Tipping Settings

✓

✓

✗

Update Surcharge Settings

✓

✓

✗

4. Activation page

After submitting the details for Group Merchant/ Division merchant/ Merchant details in system portal, Users will receive an email with below details:

  1. User id

  2. Activation code(Validity default to 30 mins)

  3. Link to set the password and login to Merchant portal

  4. Click on the link and reset the password to login to Merchant portal

Rules - Reset Password

S:No

 

Rule

1

Only 1 Group Merchant admin/Division Merchant admin/Merchant admin user role per system for each access levels.

2

Error will be displayed, if it doesn't match any of the below:

  • If User has entered unmatched Password, User is allowed to retry. “Your passwords does not match”

  • If User has entered password which do not fulfil password format requirement, user is allowed to retry.

    “Your password must be 12–20 characters long and include at least one digit, one lowercase letter, one uppercase letter, and one special character from the following set: !@#$%^&*()_+=~”

  • User should provide valid activation code while resetting the password. “Please enter valid Activation Code”

  • For Subsequent password Reset - The last 4 password cannot be reused

5. Login page

Merchant Portal Login page served as the entry point to Merchant Portal via web browser. It is used to manage user authentication and authorization. User’s use the Merchant user’s registered email address and Merchant user’s registered password.

Rules - Login Page

S:No

 

Rule

1

If entered User ID and/or Password is wrong, “Invalid User ID and/or Password” will be displayed.

2

If User has entered wrong User ID and/or Password, User is allowed to retry.

3

Account gets suspended after 4 failed attempts

4

User password validity is N days. MPOS system will force reset password if there is no reset password request within N days where N is configurable. Default is 90 days.

5

If user has an active reset password request, user is not allowed to login with existing password. “Please reset your account password” will be displayed.

6

If user’s account is suspended, user is not allowed to login into merchant portal. “Your account is suspended” will be displayed.

6. Forgot password

Upon clicking Forgot password on Login page, it redirects user to Forgot Password pop out.

User

 

Description

 

Group Merchant

  1. Provide Group Merchant User ID

  2. Reset email will be sent to Merchant registered email

  3. Will follow the same rules as Reset password

Division Merchant

  1. Provide Division Merchant User ID

  2. Reset email will be sent to Merchant registered email

  3. Will follow the same rules as Reset password

Merchant

  1. Provide Merchant User ID & MID

  2. Reset email will be sent to Merchant registered email

  3. Will follow the same rules as Reset password

7. Homepage

“Home” will display an overview for daily transaction snapshot and quick links for all modules by per Role Type – E.g. Group Merchant Admin, Division Admin and Merchant Admin.

Merchant

 

Homepage Details

 

Group Merchant/ Division Merchant/ Merchant

  1. Based on the merchant type quick links are available on the homepage

  2. Daily transactions snapshot will display today’s total transaction amount linked to the group merchant/ division merchant/ merchant

  3. On clicking View Details will take to transaction listing with today’s transaction records.

  4. Date & Time : Display’s current Date and Time.

  5. On clicking Logout, user session will end and successfully sign off from merchant portal.

  6. Sample screenshot for a Group merchant:

image-20260525-101602.png

8. All companies

“All Companies” is used to view all child companies, and navigate to the merchant details page to view and edit the details.

View Merchant Summary:

• Group Merchant level access can view Division Merchants and Merchants

• Division Merchant level access can view Merchants

Merchants

 

 

 

Group Merchant

Division Merchant Summary:

  1. All Companies → Division Merchants Summary: This section allows users with Group Merchant access to view its associated Division Merchants.

image-20260525-105158.png

  1. Search for a Division merchant: Search with a “Business Name“ or “Authoriser“ and click search.

  2. All Division Merchants:

    1. Droplist - Filter Merchants based on status

    2. Date Range - Filter Merchants created on/after this date. To Default “Date” selection will be on current date & From Default Date goes back to 10 years.

  3. It displays the searched/Filtered Merchants.

  4. In the Quick Link, it has 2 different Action that can be performed

image-20260525-105935.png

a. View Details → Go: It will take to the Division Merchant details page

b. Suspend Division Access → Go: It will take to Suspend Division Access page. “Suspend Division Access” will only be displayed in quick link if Division’s status is “Active”.

c. If selected quick link is “Reinstate Division Access”, clicking “Go” will navigate to Reinstate Division Access page. “Reinstate Division Access” will only be displayed in quick link if Division status is “Suspended”.

  1. Export to CSV: When “Export to CSV” is clicked, all displayed information in listing table will be exported into CSV format.

Merchants Summary:

  1. All Companies → Merchants Summary: This section allows users with Group Merchant access to view its associated Merchants.

image-20260525-111450.png

  1. Search for a merchant: Search with a “MID“ or “Business Name“ or “Authoriser“ and click search.

  2. All Merchants:

    1. Droplist - Filter Merchants based on status

    2. Date Range - Filter Merchants created on/after this date. To Default “Date” selection will be on current date & From Default Date goes back to 10 years.

  3. It displays the searched/Filtered Merchants.

  4. In the Quick Link, it has 4 different Action that can be performed

image-20260525-111757.png

a. View Details → Go: It will take to the Merchant details page

b. View Mobile Users → Go: It will take to the list of mobile users associated with the merchant

c. View Transactions → Go: It will navigate to transaction page.

d. Suspend Merchant Access → Go: It will take to Suspend Merchant page. “Suspend Merchant Access” will only be displayed in quick link if merchant's status is “Active”.

e. If selected quick link is “Reinstate Merchant Access”, clicking “Go” will navigate to Reinstate Merchant Access page. “Reinstate Merchant Access” will only be displayed in quick link if merchant status is “Suspended”.

  1. Export to CSV: When “Export to CSV” is clicked, all displayed information in listing table will be exported into CSV format.

Division Merchant

Merchants Summary:

  1. All Companies → Merchants Summary: This section allows users with Division Merchant access to view its associated Merchants.

image-20260525-112734.png

  1. Search for a merchant: Search with a “MID“ or “Business Name“ or “Authoriser“ and click search.

  2. All Merchants:

    1. Droplist - Filter Merchants based on status

    2. Date Range - Filter Merchants created on/after this date. To Default “Date” selection will be on current date & From Default Date goes back to 10 years.

  3. It displays the searched/Filtered Merchants.

  4. In the Quick Link, it has 4 different Action that can be performed

image-20260525-111757 (1).png

a. View Details → Go: It will take to the Merchant details page

b. View Mobile Users → Go: It will take to the list of mobile users associated with the merchant

c. View Transactions → Go: It will navigate to transaction page.

d. Suspend Merchant Access → Go: It will take to Suspend Merchant page. “Suspend Merchant Access” will only be displayed in quick link if merchant's status is “Active”.

e. If selected quick link is “Reinstate Merchant Access”, clicking “Go” will navigate to Reinstate Merchant Access page. “Reinstate Merchant Access” will only be displayed in quick link if merchant status is “Suspended”.

  1. Export to CSV: When “Export to CSV” is clicked, all displayed information in listing table will be exported into CSV format.

Merchant

Merchant users will not have the “All Company“ section

Merchant Details Page

This page is going to display details of that Merchant, all the companies linked to that Merchant and with few other options like Reset password, Suspend Division access, Suspend Authoriser, View mobile user, View Transactions.

Merchants

 

 

 

Group Merchant

Division Merchant Details:

  1. All Companies → Division Merchant Summary → Pick a Division merchant → Click view details from dropdown → Click Go -> View Merchant Details page

  2. Click Reset Password: Reset email will be sent to Merchant registered email & follow the same rules as Reset password.

  3. Click Suspend Division Access: It will Take to Suspend Division Access page, Provide Reason & Description → Click Submit

    • Status will be updated to Suspended

    • Merchant will unable to login, once the Company access has been suspended

  4. Reinstate Division Company Access: Provide Reason & Description → Click Submit

    • Merchant will be able to login to Merchant portal after a rest password.

  5. Click Suspend Authoriser: It will Take to Suspend Authoriser page, Provide Reason & Description → Click Submit

    • Merchant will unable to login to Merchant portal

  6. Click Reinstate Authorizer Access → Provide Reason & Description → Click Submit

  7. This will trigger a reset password, after successful reset, Merchant should be able to login.

Merchant Details:

  1. All Companies → Merchant Summary → Pick a merchant → Click view details from dropdown → Click Go -> View Merchant Details page

  2. Reset Password: Click Reset Password: Reset email will be sent to Merchant registered email & follow the same rules as Reset password.

  3. Click Suspend Division Access: It will Take to Suspend Company Access page, Provide Reason & Description → Click Submit. This status is displayed only when the company is “Active“

  4. Click Reinstate Division Access: It will Take to Reinstate Company Access page, Provide Reason & Description → Click Submit. This status is displayed only when the company is “Suspended“

  5. Click Suspend Authoriser: It will Take to Suspend Authoriser page, Provide Reason & Description → Click Submit. This status is displayed only when the user is “Active“

  6. Click Reinstate Authoriser: It will Take to Reinstate Authoriser page, Provide Reason & Description → Click Submit. This status is displayed only when the user is “Suspended“

  7. Click View Mobile users: It will take to Mobile user summary page

  8. Click View Transactions: It will take to Transaction summary page

Status History:

Division Merchant details page → Status History → Will provide the Status history of that Division Merchant

Switch Company:

  1. Merchant Details Page → Click Switch Company

  2. Search for a company using MID/Business Name/Authoriser to switch to that company details

Division Merchant

Merchant Details:

  1. All Companies → Merchant Summary → Pick a merchant → Click view details from dropdown → Click Go -> View Merchant Details page

  2. Reset Password: Click Reset Password: Reset email will be sent to Merchant registered email & follow the same rules as Reset password.

  3. Click Suspend Division Access: It will Take to Suspend Company Access page, Provide Reason & Description → Click Submit. This status is displayed only when the company is “Active“

  4. Click Reinstate Division Access: It will Take to Reinstate Company Access page, Provide Reason & Description → Click Submit. This status is displayed only when the company is “Suspended“

  5. Click Suspend Authoriser: It will Take to Suspend Authoriser page, Provide Reason & Description → Click Submit. This status is displayed only when the user is “Active“

  6. Click Reinstate Authoriser: It will Take to Reinstate Authoriser page, Provide Reason & Description → Click Submit. This status is displayed only when the user is “Suspended“

  7. Click View Mobile users: It will take to Mobile user summary page

  8. Click View Transactions: It will take to Transaction summary page

Switch Company:

  1. Merchant Details Page → Click Switch Company

  2. Search for a company using MID/Business Name/Authoriser to switch to that company details

Merchant

Merchant users will not have the “All Company“ section

Edit Merchant Details

Merchants

 

Based on the User Roles & User Access Matrix, Merchants will be able to Edit the Child Company details

 

Group Merchant

Edit Division Merchant Details:

  1. Division Merchant Details page → Click on Edit Division Details

  2. Based on user role and access level, Group merchant can edit the details Division merchant Authoriser details. Edit details → Click Submit

  3. Review & Confirm details

Edit Merchant Details:

  1. Merchant Details page → Edit Company Details

  2. Based on user role and access level, Group merchant can edit the details of Merchant’s

    1. Authoriser details,

    2. Transaction Limit,

    3. Tipping

    4. Surcharge

    5. LCR/MCR Settings

  3. Edit the details → Click Submit → Review & Confirm Details

Division Merchant

Edit Merchant Details:

  1. Merchant Details page → Edit Company Details

  2. Based on user role and access level, Group merchant can edit the details of Merchant’s

    1. Authoriser details,

    2. Transaction Limit,

    3. Tipping

    4. Surcharge

    5. LCR/MCR Settings

  3. Edit the details → Click Submit → Review & Confirm Details

Merchant

Merchant users will not have the “All Company“ section

9. Manage mobile user

“Manage Mobile Users” is used to manage all registered mobile users.

Mobile User Summary Page:

Merchants  

Group Merchants, Division Merchant & Merchant

  1. Manage Mobile Users → Mobile User Summary will display the list Mobile Users under that Group Merchant/Division Merchant/ Merchant

  2. Search for a merchant: Search with a “Mobile User ID“ or “Terminal ID“ and click search.

  3. All Mobile Users:

    1. Droplist - Filter Merchants based on status

    2. Date Range - Filter Merchants created on/after this date. To Default “Date” selection will be on current date & From Default Date goes back to 10 years.

  4. It displays the searched/Filtered Merchants.

  5. In the Quick Link, it has 3 different Action that can be performed

a. View Details → Go: It will take to the Division Merchant details page

b. View Transactions → Go: It will take to the Transaction summary page

c. Suspend Mobile User Access → Go: It will take to Suspend Mobile User Access page. “Suspend Mobile User Access” will only be displayed in quick link if Mobile User status is “Active”.

d. If selected quick link is “Reinstate Mobile User Access”, clicking “Go” will navigate to Reinstate Mobile User Access page. “Reinstate Mobile User Access” will only be displayed in quick link if Mobile User status is “Suspended”

  1. Export to CSV: When “Export to CSV” is clicked, all displayed information in listing table will be exported into CSV format.

Mobile User details page:

This page is going to display details of that Mobile User, and other options like View Company details, Suspend Mobile User access, View Transactions.

Merchant

 

 

 

Group Merchants, Division Merchants & Merchants

  1. Manage Mobile Users → Mobile User Summary → Pick a Mobile User→ Click view details from dropdown → Click Go -> View Mobile User Details page

  2. Click Suspend Mobile User Access: It will Take to Suspend Mobile User Access page, Provide Reason & Description → Click Submit

    • Status will be updated to “Suspended“

    • Mobile User will unable to Login to the device

  3. Reinstate Mobile User Access: Provide Reason, Description & Submit

  4. Click View Transactions: It will take to Transaction summary page

  5. Status History:

    Mobile User details page → Status History → Will provide the Status history of that Mobile user

Group Merchants, Division Merchants

When Merchant clicks “View Company Details“ on Mobile User details page, it will take to Linked company details page

Edit Mobile User Details

Merchant

 

Based on the User Roles & User Access Matrix, Merchants will be able to Edit the Mobile user details

 

Group Merchant, Division Merchant, Merchants

Edit Mobile User Details:

  1. Mobile User Details page → Click on Edit Mobile User Details

  2. Based on user role and access level, Group Merchant/Division Merchant/Merchant can edit the details of Mobile User:

    • Mobile User Details

    • Authorisation(Able to perform void payment, Able to perform refund payment).

    • Enable Single Sign On

  3. Edit the details and click submit

10. Manage transactions

This section will cover how users can view and manage transactions

Transaction Summary Page:

Merchants

 

 

 

Group Merchant/ Division Merchant/ Merchant

  1. Click Manage Transactions → Displays the transaction Summary Page

  2. Search: Search with Transaction ID

  3. All Transactions

    1. Terminal ID(Terminal ID): Filter Transaction based on TID.

    2. Approval Code: Filter Transaction based on Approval Code.

    3. Status: Filter Transaction based on Status.

    4. Amount: Filter Transaction based on Amount.

    5. Date: Filter Merchants created on/after this date. To Default “Date” selection will be on current date & From Default Date goes back to 10 years.

  4. Based on the Search, it will display list of transactions

  5. Export to CSV: When “Export to CSV” is clicked, all displayed information in listing table will be exported into CSV format.

View Transaction Details Page:

Merchants

 

 

 

Group Merchant/ Division Merchant/ Merchant

  1. Transaction summary page → Pick a transaction → Click View Details → It will navigate to View that Transaction Details

  2. Different Sections on the details page:

    1. Transaction ID: Display transaction ID

    2. Transaction Details

    3. Sale Description

    4. Customer Details

    5. Receipt Details

    6. Transaction Details

    7. Void Payment Now: This option will be available only if the settlement has not been completed.

    8. Refund Payment Now: This option will be available only if the settlement is completed and the mobile user has surpassed the void timeline.

    9. E-Receipt: Will be download in a PDF format

      • Merchant Receipt: will only be displayed when transaction status is “Approved”, “Settled” or “Declined”

      • Customer Receipt: will only be displayed when transaction status is “Approved”, “Settled” or “Declined”.

11. Settings

Change Password

Merchant

 

 

 

Group Merchant/ Division Merchant/ Merchant

  1. Click Settings on the header → It will Display the Change password page

  2. Error will be displayed, if it doesn't match any of the below:

    • If User has entered unmatched Password, User is allowed to retry. “Your passwords does not match”

    • If User has entered password which do not fulfil password format requirement, user is allowed to retry.

    • “Your password must be 12–20 characters long and include at least one digit, one lowercase letter, one uppercase letter, and one special character from the following set: !@#$%^&*()_+=~”

    • User should provide valid activation code while resetting the password. “Please enter valid Activation Code”

    • For Subsequent password Reset - The last 4 password cannot be reused

12. Administrator

Manage Merchant Users

Merchants

 

 

 

Group Merchant/ Division Merchant/Merchant

  1. Click Administrator → Manage Merchant Users → It will display the list Merchant users linked to that Group Merchant/ Division Merchant/ Merchant

  2. Search for a Merchant User: Search with User ID

  3. Roles: Filter Merchant User based on roles: • Merchant Admin • Merchant Sub Amin • Viewer

  4. Status: Filter Merchant User based on status: • Active • Suspended

  5. Date: Filter Merchants created on/after this date. Default “Date” selection will be on current date.

  6. It displays the searched/Filtered Merchants.

  7. In the Quick Link from the summary list, it has few different Action that can be performed

    • View Details → Go: It will take to the Merchant User details page

    • Suspend Merchant User Access/Reinstate Merchant User Access will displayed for “Merchant Sub Admin“ & “Merchant Viewer“

    • Suspend Merchant User Access → Go: It will take to Suspend Merchant User Access page. “Suspend Merchant User Access” will only be displayed in quick link if Merchant User status is “Active”.

    • If selected quick link is “Reinstate Merchant User Access”, clicking “Go” will navigate to Reinstate Merchant user Access page. “Reinstate Merchant User Access” will only be displayed in quick link if Merchant User status is “Suspended”.

  8. Export to CSV: When “Export to CSV” is clicked, all displayed information in listing table will be exported into CSV format.

Merchant User Details Page

Merchants

 

 

 

Group Merchant, Division Merchant, Merchant

  1. Manage Merchant Users→ Pick a merchant user → Click view details from dropdown → Click Go -> View Merchant User Details page

  2. Click Reset Password: Reset email will be sent to Merchant registered email & follow the same rules as Reset password.

  3. Click Suspend Merchant User Access: It will Take to Suspend Merchant User Access page, Provide Reason & Description → Click Submit

  4. Status will be updated to Suspended:

  5. Merchant user will unable to login, once the access has been suspended

  6. Reinstate Merchant User Access → Pick Reason and Provide Description → Click Submit

  7. Merchant will be able to login to Merchant portal after a rest password.

  8. Status History: Will provide the Status history of that Division Merchant

  9. Switch Merchant User → Click Switch Company: Search for a company using User ID to switch to that Merchant User details page

Edit Merchant User Details

Merchant

 

Based on the User Roles & User Access Matrix, Merchants will be able to edit the details

 

Group Merchant, Division Merchant, Merchant

  1. Merchant User Details page → Click on Edit Merchant User Details

  2. Based on user role and access level, Group merchant/ Division Merchant/ Merchant can edit the details of Merchant User details. Edit details → Click Submit

  3. Rules:

    1. Email address format is xxx@xxx.xxx

    2. User ID shall be unique within the Merchant Portal.

    3. Upon successful User ID update, merchant shall receive a reset password email, which includes the updated User ID.

Add a Merchant User

Merchant

 

 

 

Group Merchant, Division Merchant, Merchant

  1. Manage Merchant User → Add a Merchant User

    1. Group Merchant Admin will be able to add Group Merchant Sub Admin or Group Merchant Viewer

    2. Division Merchant Admin will be able to add Division Merchant Sub Admin or Division Merchant Viewer

    3. Merchant Admin will be able to add Merchant Sub Admin or Merchant Viewer

image-20260527-111754.png

  1. Rules:

    1. Only 1 Merchant Admin user role per system. User unable to create another “Merchant Admin” user role.

    2. Only users with necessary permission are allowed to add a new Merchant User.

    3. Email address format is xxx@xxx.xxx

    4. Upon Merchant User profile is created successfully, user is given the option to print or email the result to him/herself.

    5. New Merchant User will receive email notification with activation link. Email content will include user ID which is used to login into Merchant Portal.

Audit Trial

Merchants

 

 

 

Group Merchant, Division Merchant, Merchant

  1. Administrator → Audit Trail → This section will cover how to view and export audit trail.

  2. Search: Filter Audit Trail based on User ID

  3. Actions: Filter based on User’s performed action

  4. Date: Filter Merchants created on/after this date. Default “Date” selection will be on current date.

  5. Export to CSV: When “Export to CSV” is clicked, all displayed information in listing table will be exported into CSV format.

 
 

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