Consultant B2B Virtual Terminal Users

In order for a Consultant to be given access to a Merchant's B2B Gateway environment(s), they must be first be created as a "Portal User" in the Integrator's Portal and then assigned as a Consultant to the Merchant. The Integrator's Portal Admin performs these tasks.

Then, only the Merchant's Approving Manager(s) (AM) can give an Integrator Consultant access to their B2B Virtual Terminal DEV or QA environments. Note that Integrators should not have access to Production.

The Merchant's AM navigates to the B2B Virtual Terminal Users page and chooses to add an existing user. They will see any assigned Consultants in the list of existing users.