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Employee and Card Setup

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On the Merchant Setup window (see Account Setup), the final bit of setup is to determine which employees and which payment methods are associated with this merchant account.
  • To assign employees to this merchant account, click on the Employee tab and find the employees to assign. In a multi-merchant setup situation, drag those employees that should use this merchant account by default from the same employee tab in another merchant record. While some employees may have permission to use multiple merchant accounts, viewing their name here shows the default merchant account assigned to them for charging cards. If the employee is able to use another merchant account, they will need to select it on the payment window.
  • Click on the Card tab to select which credit card payment methods are associated with this merchant account.

    If you need to have multiple merchant accounts and both are to take Visa (for example), you will need two Visa payment methods and assign one of them to each merchant account.

If you are switching from one merchant services provider software to another, you can open both merchant accounts and drag the employees from one window to the other. You can do the same for the credit card payment methods - to make the switch easy and fast.

Any future dated 'post dated payments' associated with the card you drag to another merchant provider will automatically be reassigned to authorize on the new merchant provider card network.