Create Merchant

Navigate to Create Merchant from the main menu to invite a merchant to the onboarding process.

You are asked to provide the following mandatory details:

• Merchant type – The type of onboarding process required for a merchant. These are predefined by Access PaySuite and can be classified by the type of organisation being registered, being either SCHOOL, SUPPLIER, or GENERIC.

• Merchant’s Legal Name – The name by which the merchant is legally known.

There are further optional details which can be provided, any fields which are included at this stage will be pre-populated in the user interface when the merchant completes their registration process, saving them time.

Next, select the Rate card for the merchant

And finally, provide email address and username

An email is sent to the user, giving them a link to use to log in to the portal and configure their account.

The user accesses the email and follows the link to set their password and log into the Evolve Portal to continue with the application.