Configuration

1. Creating a Sub-Merchant Account

To begin managing sub-merchants, follow these steps:

• Navigate to the Master Merchant Dashboard.
• Click on the Manage-Merchants tab in the Left Sidebar.
• Click on the Add Merchant button.
• Enter the following information:
  • Sub-Merchant Name: Provide a name for the sub-merchant.
  • Sub-Merchant Email: Enter the email address for the sub-merchant. This email will be used for account creation and communication.
  • Sub-Merchant Country: Select the country from the dropdown list.
  • Advance Options:
    • Login Access: Select if you want a sub-merchant to log in to the PortOne admin console.
    • Use Master Merchant Credentials: Select if the sub-merchant will use the Master Merchant’s Payment Channel Credentials to process payments.
    • Send KYC Email: Select if you want to send the KYC link email to the merchant.
  • Click the Add button to create a sub-merchant.

2. Resending invite link to a Sub-Merchant

Once the sub-merchant account is created, the invitation link will be sent to the sub-merchant over Gmail. You can also resend the invitation link via email:

• Click on the Manage-Merchants tab in the Left Sidebar.
• Scroll down to the invited merchant's table
• Find the merchant you want to resent the invitation and click on the "Resend Invite" button.
• An email invitation will be resent to the sub-merchant with a link to complete their account setup.
  The sub-merchant will follow the link to set up their account and start processing payments using the master merchant’s credentials or configure his credentials.

3. Configuring Payment Credentials

Sub-merchants can use the master merchant’s payment credentials to process payments or set up their credentials to process payments. Here’s how you can configure this:

• Click on the Manage-Merchants tab in the Left Sidebar.
• Select the sub-merchant you wish to update credentials usage configuration
• Toggle the "Use Master-Merchant Credentials" button to enable it.
• Sub-merchants can now process payments directly without needing to set up their own payment channels.

4. Activating/Inactivating Sub-Merchants

As the master merchant, you can activate or deactivate sub-merchants:

• Click on the Manage-Merchants tab in the Left Sidebar.
• Select the sub-merchant you wish to activate or deactivate.
• Toggle the Active/Inactive status button.
• Active sub-merchants will be able to process payments, access reports, and manage their transactions.
  Inactive sub-merchants will be restricted from processing payments or accessing the system until reactivated.