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User profile

In This Article

Explanation of each section tab

    • Login shows general user information. This is where you can change usernames and reset passwords. You can also whitelist or blacklist email addresses to lock down user access.
    • Business shows general information about the business.
    • Owner provides details about the owner/signer on the merchant account. 
    • Account shows general information about your merchant account including your Merchant ID, the date the application was submitted, the date the account was approved, the MCC code, and current account status (Active/Inactive).
    • Banking confirms the last 4 digits of the routing and account number being used for funding. This is the primary bank account and all funding activity is linked to the primary account. If you need to change the bank account, click the pen to Edit. Do not add a new account. You cannot mark a new bank account as primary so adding a new bank account will not reroute your deposits to the new bank account. 

How to update your profile

    1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
    2. Click on Merchant Portal.
    3. A new window will open with the login page for your merchant account. Enter the username and password for your merchant portal login. This is different than the primary login you use to access Project 2 Payment. (See Why two logins? for more information)
    4. Click Log In.
    5. Go to Profile in the upper right corner.
    6. The profile panel contains your user information as well as information about the business organized in section tabs on the left side of the panel. Locate the section that needs updating.
    7. Click the Edit button in the upper right corner.
    8. Make the necessary changes. If you are not able to modify a field, the information cannot be updated in the portal. Please reach out to support@project2payment.com for assistance.
    9. Click ✓ in the upper right corner to save your changes or click ✕ to cancel.

All users can view all users and their profile details, but you have to be a full access user to edit other profiles.