Admin Portal - Account Info

The Account Admin home page displays an overview of your account including main account information, subaccount information, User Management, Forms, Regional Pricing, and Pricing Options. Use the navigation to access configuration options for each area of the Account Admin. For more information on each of these areas, consult the relevant topics in the help file.

  • To see the Main Account Admin, make sure that you are currently set to view the Main Account level.
  • If you wish to view the Subaccount Admin, select the appropriate subaccount number from the drop-down menu and click Set.

This section of the help file explains actions regarding merchant accounts and subaccounts.

Main Account

Account Admin

Feature Summary

W-9 Info Details

Data Link

Permissions

Pricing Admin

Managing Subaccounts

Sub Account Admin

Feature Summary

Account Setup

Discounts

Custom Emails

Form Admin (Subaccount)

User Management