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

• Feature Summary
• Account Setup
• Discounts
• Custom Emails
• Form Admin (Subaccount)
• User Management

Sub Account Admin

• Modify Subaccount - Basic
• Modify Subaccount - Advanced
• Traffic Manager
• Form Admin (JPOST)
• Pricing Admin
• Webhooks
• Search Admin
• Custom Emails
• User Management
• Web Validation Rules