On This Page
Add
an Additional Transacting Organization to an Existing Merchant Organization
Add
an Additional Transacting Organization to an Existing Merchant OrganizationFollow these steps to add an additional transacting organization to an existing merchant
account:
- Under Merchants, clickManage Merchants. The Manage Merchants page appears.
- In the left navigation panel, clickPortfolio Management.
- age Merchants page appears.
- Click+ Add Merchant.
- SelectAdd to an existing accountand then clickNext.
- If you have more than one boarding package, the Boarding Presets section is displayed. Enter the name of the merchant organization to add the new transacting organization to. Then choose a boarding package from the drop-down menu, or enter text in the search field to find one. Then clickNext. If you have only one boarding package, the Boarding Presets section does not display.
- Optional: add additional organizations by clickingStartin the Hierarchy Details section. Or skip this step by clickingSkip.
- Enable and configure products. See Configure the Transacting Organization and Products.