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Add
 an Additional Transacting Organization to an Existing Merchant Organization

Follow these steps to add an additional transacting organization to an existing merchant account:
  1. Under Merchants, click
    Manage Merchants
    . The Manage Merchants page appears.
  2. In the left navigation panel, click
    Portfolio Management
    .
  3. age Merchants page appears.
  4. Click
    + Add Merchant
    .
  5. Select
    Add to an existing account
     and then click
    Next
    .
  6. If you have more than one boarding package, the Boarding Presets section is displayed. Enter the name of the merchant organization to add the new transacting organization to. Then choose a boarding package from the drop-down menu, or enter text in the search field to find one. Then click
    Next
    . If you have only one boarding package, the Boarding Presets section does not display.
  7. Optional: add additional organizations by clicking
    Start
     in the Hierarchy Details section. Or skip this step by clicking
    Skip
    .
  8. Enable and configure products. See Configure the Transacting Organization and Products.

Configure the Transacting Organization and Products

Follow these steps to modify the transacting organization details, or to enable and configure products for the transacting organization:
  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
    .