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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 only those employees that will use this merchant account as the default.

    While some employees may have permission to use multiple merchant accounts, viewing their name here means this is the default merchant account assigned to them for charging cards. If the employee wants 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 merhcant provider to another merchant services provider software, 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.