Merchant Portal User Guide
Welcome to the Merchant Portal User Guide.
The Merchant Portal is a central dashboard designed to give merchants complete visibility and control over their payment operations. As the primary interface for interacting with the Payments Orchestration Platform, it provides an end‑to‑end experience for managing transactions, back‑office activities, merchant accounts, and user access.
With the Merchant Portal, users can efficiently do a series of actions:
- Real‑time transaction search
Search and review transactions in real time - Transaction details
Access detailed transaction information, including payment flows and processing states - Back Office operations
Perform back‑office operations such as refunds, captures, voids, and settlement activities - Account & configuration management
Manage merchant accounts and configurations to keep payment settings aligned with business needs - API Token management
Create, secure, and manage API tokens to authenticate API access and control transaction processing. - User access control
Control user access, roles, and permissions to ensure secure and scalable operations
This guide is designed to help you make the most of the platform. It provides step‑by‑step instructions, feature explanations, and practical examples to support daily operational tasks and deepen your understanding of the system’s capabilities.
Whether you are an administrator, operations specialist, support agent, or finance professional, the Merchant Portal is designed to help you operate with confidence, clarity, and efficiency.
Purpose of the User Guide
The purpose of this guide is to provide merchants and platform users with clear and comprehensive instructions for navigating and operating the Merchant Portal.
It supports users in understanding the portal’s capabilities, performing day‑to‑day payment operations, and making informed decisions when managing transactions, accounts, and access controls.
This guide explains each feature of the Merchant Portal in a structured and practical way, helping users to:
- Concepts & workflows
Understand key concepts and workflows - Step‑by‑step tasks
Learn how to execute common tasks step by step - Troubleshooting
Troubleshoot issues and interpret system responses - Operational efficiency
Maximize efficiency and accuracy in back‑office and operational activities
Whether you are new to the Payment Orchestration Platform or looking to deepen your expertise, this guide serves as a reference to ensure a smooth, secure, and effective use of the Merchant Portal.
Who Should Use This Guide
This guide is intended for all users who interact with the Merchant Portal as part of their operational, technical, or administrative responsibilities.
It is particularly useful for:
-
Merchant Operations Teams
Users responsible for daily transaction monitoring, reconciliation, and handling back‑office payment actions such as refunds, captures, and voids. -
Customer Support and Helpdesk Teams
Individuals who assist customers by reviewing transaction details, diagnosing issues, and providing accurate, data‑driven responses. -
Finance and Settlement Teams
Teams that require visibility into payment flows, settlement data, and transaction history for accounting and reporting purposes. -
Merchant Administrators
Users managing portal configuration, merchant settings, and integration‑related aspects of the Payment Orchestration Platform. -
Access and Role Managers
Administrators responsible for configuring user accounts, assigning permissions, and ensuring secure access control. -
Product, Technical, or Integration Specialists
Professionals who need to understand platform capabilities to support business processes, troubleshoot configurations, or evaluate new features.
Whether you are performing routine operational tasks or overseeing the broader payment ecosystem, this guide provides the information needed to use the Merchant Portal effectively and securely.