Merchant Groups

The Merchant Groups page allows you to create a hierarchical structure for your organization to improve security for users. Enterprise Administrators can add Merchant Groups and assign a Group Administrator who will then have the ability to assign users and manage their access within that Merchant Group. Users can also be added to Merchant Groups from the Users area.

Enterprise Administrators can view a list of all created merchant groups in this area, including the merchant accounts and members assigned to that group. Group Administrators can view a list of the groups they are an admin for and see only the users assigned to their group or groups that they manage.

Add a Merchant Group

Click + Merchant Group.
Enter a Group Name for the merchant group.
Select the Merchant Account(s) to associate with the merchant group. For example, you may want to associate a trust account and an operating account to the group.
Select the users you want to assign to the merchant group. Only Enterprise Administrators or the Group Administrator can add users. The users you select have access to all of the merchant accounts and transactions within that group. However, you can deny access to certain merchants for an individual user. All existing users within the account are available for selection, except for enterprise users, who have access to all accounts.
Click Save & Add Another or Save.

Once you have created a Group you may want to assign a user as the Group Administrator in the Users area.

Edit/Deactivate a Merchant Group

Click Edit next to a merchant group to make changes. Only Enterprise Administrators or the Group Administrator can add or remove users. If you add a merchant account to a group, that new merchant is assigned to each user already in that group with Allow permissions to that merchant.
Select Inactive under Status to inactivate the merchant group. For example, you may want to do this if you sold a child agency and no longer need to make payments for the group.
Click Update.