Gateway Merchant On-Boarding

A. Add New Merchant

1. To create a Merchant account
Select ACCT ID from the drop-down menu > Change
Go to the Customer Service Menu > Select Merchant Add
Create a New Merchant Menu > Create
Enter the merchants information in the corresponding elds (elds marked
with an asterisk are required)
Select a Pricing Plan from the drop-down menu > Next
Merchant PIN menu > Default selection is Require Merchant PIN and
auto generated PIN is provided in the Create Your Own PIN box, but you
can change if desired
Note: If you select "Do Not Require Merchant PIN for transaction processing", you will
need to "Accept" the change to disable Merchant PIN
Services menu, activate Credit Card services > Next
Bank Account menu > Under Merchants Bank Account menu enter
merchants Routing Number & Account Number; for debit account use
default setting "Same as deposit bank account" > Next
Merchant Account menu > Congure the Authorizing Network by selecting
the network from the drop-down box > Congure
Note: If you do not have the Merchants Account information, you can bypass this menu
and congure the Authorizing Network later under the CardID Manager (Customer Service
menu)
Enter the Merchant account information in the corresponding elds >
Continue
To bypass Merchant Account menu > Select ACH Only/None from the
Authorizing Network drop-down menu (default)
Select OK in message window to continue without entering information >
Next
Final Review menu > Select Submit
The Merchant Added Successfully message is displayed to conrm
creation of the new merchant account

2. To add a User to a Merchant Account
Select ACCT ID from the drop-down menu > Change
Go to the Login Admin Menu > Select Users
Enter a User ID for the new User and their email address in the
corresponding elds
Add User


B. Sub ID Setup

1. To add a new Sub ID to a Merchant account
Select ACCT ID from the drop-down menu > Change
Go to the Merchant Conguration Menu > Select Sub ID Add
Enter the ACCT ID in the Parent ID eld > Use this Parent ID
Enter a 5 character ID for the new Sub ID in the corresponding eld > Add
SubID
The SubID Inserted Successfully message is displayed to conrm creation
of the new Sub ID

2. To create or assign a Card ID prole to a Sub ID
Select ACCT ID from the drop-down menu, then select the desired Sub ID
from the drop down menu > Change
Go to the Customer Service Menu > Select CardID Manager
Select Create a new CardID
Select an Authorizing Network from the drop-down menu > Continue
Enter the required Account Information in the corresponding elds >
Continue
The New CardID Added message is displayed to conrm creation of the
new Card ID > Return
Select Assign an existing CardID to this ACCT ID/SubID
Select the CardID to apply to the ACCT ID/SubID > Apply
The Card ID Updated message is displayed to conrm your selection

3. To add a User to a Sub ID
Select ACCT ID from the drop-down menu, then select the desired Sub ID
from the drop down menu > Change
Go to the Login Admin Menu > Select Users
Enter a User ID for the new User and their email address in the
corresponding elds
Select the desired User Group from the drop-down menu > Add User
Note: you can also add users to a Sub ID at the Acct ID level by following the same steps
above (omitting the Sub ID selection in the rst bullet) and specifying the Sub ID in the
designated eld, otherwise leave blank

4. To add a Group or manage Group Access to a Sub ID
Select ACCT ID from the drop-down menu, then select the desired Sub ID
from the drop down menu > Change
Go to the Login Admin Menu > Select Groups
Enter a Group Name for the new Group > Create Group
The Completed message is displayed to conrm creation of the new
Group > Add Another Group
Under Edit a Group > Select the Group Name
Select Manage Group Access
Select the Reports and Menu items to which you would like to grant access
> Update Access
The Completed message is displayed to conrm modication of Group
Access > Return to Groups Menu


C. Pricing Plans

1. To view or edit Reseller Pricing Plans (Buy Rates)
To view Reseller Pricing Plans (Buy Rates) > Sales Menu > Reseller
Manager > Submit > Buy Rate tab: Company Rate Column (Gateway Fees),
Reseller Rate Column (Reseller Fees)
To edit Reseller Pricing Plans (Buy Rates) > Sales Menu > Reseller
Manager > Pricing Plan tab
Edit an existing Pricing Plan Select a Pricing Plan to edit > Edit
Pricing Plan Description tab edit Description or Status (Active or
Inactive) > Update
Fee Schedule tab change the amount in Retail Column > Update
Admin User Permissions tab modify report and menu access
Add a new Pricing Plan
Start with a blank form > Add
Copy values from another Pricing Plan > Select Pricing Plan > Add
Copy Pricing Plan from another Reseller > Select Reseller > Add

2. To view Merchant Pricing Plans
Merchant Pricing Plans To view the Merchant Pricing Plans > Select
ACCT ID > Change > Merchant Conguration > Fee Schedule


D. Group & User Permissions

1. To create or edit a permission Group with limited access (Merchant Level)
Select the ACCTID from the drop-down menu (i.e. SWDMO) > Change
Go to the Login Admin Menu > Select Groups
Enter a Group Name for the new Group (i.e. Demo User, Merchant, etc.)
and Group Description (i.e. Limited Access, Merchant Add/Edit Only, etc.) >
Create Group
The Completed message is displayed to conrm creation of the new
Group > Add Another Group
Under Edit a Group > Select the Group Name
Select Manage Group Access
Select the Reports and Menu items to which you would like to grant access.
For example: to allow Merchant Add/Edit only, select the following items:
Merchant Conguration
Account Prole
Available services
Customer Service
CardID Manager
Merchant Add
Merchant Search
Update Access
The Completed message is displayed to conrm modication of Group
Access > Return to Groups Menu

2. To add a User to a permission Group (Merchant Level)
Select the ACCTID from the drop-down menu > Change
Go to the Login Admin Menu > Select Users
Enter a User ID for the new User and their email address in the
corresponding elds
Select the desired User Group from the drop-down menu
Add User


E. Transaction Reports

To run a Transaction Report
Select the ACCTID from drop-down menu > Change
Go to the Reporting Menu located on the navigation bar > Select
Transaction Report
Select the desired report parameters > Submit