1. Navigate to Merchant Management in the Sidebar Menu.
2. Click the Add button followed by Full Board.
3. Enter all required Contact information for the Merchant including the following:
- DBA
- Legal Name
- First Name
- Last Name
- Username
- Phone
- Address
- Zip Code
- City
- State
- Time Zone
4. When completed with this page select Next.
5. Enter all required Store information for the Merchant including the following:
- Store
- Manager
- Phone
- Address
- Zip Code
- City
- State
- Time Zone
- MCC Code (Must Match VAR)
- Store Descriptor
- Devices (this will be populated from the next step)
When completed with this page select Next.
6 Under Device Type select which Terminal the Merchant will be using followed by entering all the VAR information within the CASH DISCOUNT/SURCHARGE and/or TRADITIONAL fields.
When completed select +Update Device followed by confirming if you are adding an additional Terminal to this Merchant. Select Next to move forward to the Modules page.
7. Select which Modules you would like for the M er chant to have access to.
Note: These will be available in the Merchant's Sidebar Menu.
8. Once all Modules are selected, press Update Merchant to complete the Full Board of this Merchant.
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