Add Sub-ISO

1. Navigate to User Management in the Sidebar Menu.

2. Select the Add button followed by Add SUB-ISO.

3. Fill out all required information including:

• dBA Name
• Email Address
• Phone Number
• First Name
• Last Name
• Address
• Zip Code
• City
• State
• Sales Support Phone Number
• Sales Support Email Address
• Tech Support Phone Number
• Tech Support Email Address
• Sub-ISO Logo

4. Additionally, you will be able to select which Merchants the SUB-ISO or Salesperson is able to support. When completed select Next.

5. Page 2. Processor Info will prompt you to choose which of your available Processor accounts and BIN information you will extend to the SUB-ISO for Merchant boarding purposes. When completed select Next.

6. Page 3. Modules you will be able to select which Modules the SUB-ISO will have access to.

7. To complete their Boarding process select Submit.

An Activation Link will be sent to the Email Address you have boarded for that SUB-ISO.

Video Walk-through