Account

Users

In the Merchant Portal, user accounts are used to define different user roles, which determine the level of access to various functions within the platform. To use and interact with the Merchant Portal, every user must have a user account. Only an authorised administrator can add, edit and delete a user account on the platform.

Below you can find instructions on how to:

Add Users

Edit Users

Documents

As a user, you can check if any requested documents need to be uploaded. To do so, navigate to the 'Documents' section under 'Account' in the main menu. Here, you will find a list of all requested documents along with details such as file size, format, and eligibility. Additionally, you can view Product Orders generated during the merchant onboarding process under the 'Archived' tab.

To upload a document, click on the ‘+ Upload’ button located in the document request tile. A pop-up window will appear where you can select the ‘+ Upload new document’ button and choose the file you want to upload from your local drive. Please note that you can delete and upload a document again before submitting it, but once you have clicked on ‘Submit’ you will not be able to make any changes.

The request for a document will disappear from the list once a document has been uploaded.