For Internal Users

ONLY INTERNAL USERS CAN SEE THIS SECTION OF THE HELP SITE.

Use the following link to view the external Merchant Portal help site that is seen by Merchants and System Integrators.

Merchant and Partners (i.e. External) MP Help Site

To learn more about ...

See the following topic ...

The various scenarios and considerations when creating Merchants and Organizations.

This section contains the detailed procedures on creating and editing Merchants and Organizations.

Merchant Onboarding

How to process Onboarding requests. Remember the OB requests have to be submitted via the Onboarding page before it reaches the B2B Payments Internal Onboarding queue.

For details on configuration and submitting the Onboarding requests for the various services, review the For Merchants | Services Onboarding topic AND/OR For Partners / Integrators | Services Onboarding topic.

Services Onboarding

Using the Advanced Merchant View feature.

Advanced Merchant View

The tools available under the Xi Products menu.

See the various topics under:

Xi Products

The menu options under the Resources tab for Publications permission role.

Resources

Various internal administrative functions in Merchant Portal.

Internal Admin Topics