The information in the Merchant Portal contains sensitive information. Granting access and allowing another others to make changes can render your business vulnerable. There is no limit to the number of users you can add, so we recommend limiting full access to owners and upper management.
The signer is the only person that automatically receives a full access Merchant Portal Login. A full access user must log into the merchant account and create a new user.
- Click Merchant Portal in the left sidebar (desktop) or hamburger menu (mobile).
- 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)
- Click the Log In button.
- Go to Users in the left sidebar.
- Click Add User in the upper right corner.
- Select whether this user's role should be full access or view only.
- Create a unique username.
- Create a unique, secure password. For better security, we recommend a password that is at least 8 characters that contains at least 1 uppercase, 1 lowercase, 1 number, and 1 symbol.
- Enter the user's full name (first and last).
- Enter the user's email address.
- Click Add User.
Once the user has been created, you will need to send them their new login credentials. The portal does not send a welcome email to new users.