On This Page

Add
 a Structural Organization to an Existing Merchant

Follow these steps to add a structural organization that can be used to extend the hierarchy:
  1. Click
    + Add Merchant
    .
  2. Select
    Add to an existing account
     and then click
    Next
    .
  3. If you have more than one boarding package, choose a boarding package from the drop-down menu, or enter text in the search field to find one. Then click
    Next
    .

    ADDITIONAL INFORMATION

    If you have only one boarding package, the Boarding Package section does not display.
  4. Click
    Start
     to begin the hierarchy step. See Add a Structural Organization.
  5. Optional: Click
    Start
     in the Transacting Organization and Products section to add a transacting organization, enable products, and configure them. See Create a Transacting Organization and Products.

Add a Structural Organization

Follow these steps to add a structural organization to a merchant account:
  1. In the Hierarchy Details page, select the organization to which you are adding the structural node.
  2. Click the
    + Add
     button. The Add Organization pop-up window appears.
  3. Select
    Structural Organization
     from the Organization Type drop-down menu.
  4. To choose the placement of the structural organization in the hierarchy, select
    Add Child
     or
    Add Parent
     in the Placement drop-down menu.
  5. Optional: edit the name and organization ID of the organization.
  6. Optional: Click the
    Add optional details
     button to edit the address of the organization, then click
    Save
     to return to the Hierarchy Details page.
  7. Click
    Close
     to return to the Add Merchant page.

Create a Transacting Organization and Products

Follow these steps to create a transacting organization and configure products for it:
  1. Click
    Start
     in the Transacting Organization and Products section. The Transacting Organization and Products page is displayed.
  2. Optional: modify the name and ID of the organization by using the text fields in the Transacting Organization Details section. By default, the name is the merchant name with 001 added to the end of the name. If you accept this default, additional transacting organizations will have default names that iterate the numbers at the end of their names, beginning with 002.
  3. Optional: to edit the organization information, Click
    Edit
     in the Transacting Organization Information section. After editing, click
    Apply
    .
  4. To enable a product in the Product Enablement section, click the Enablement drop-down menu and select
    Enabled
    .
  5. To modify the configuration, click the
    Edit
     or
    configure
     button (depending on the product). Some products are not configurable.
  6. To confirm the configuration, click
    Apply
    .
  7. To save all product configurations, click
    Save
    . You are returned to the Add Merchant page.
  8. To continue working with this organization, click
    Continue working with this merchant
    . To finish and return to Merchant Management, click
    Return to merchant management
    .