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Creating New Transacting Accounts in Merchant Accounts

Adding a merchant requires templates for your enabled services. The
Business Center
 provides default templates, but you can also create unique templates for your organization's requirements. For more information about how to create templates, see Create Templates for Services.
Follow these steps to create a new transacting merchant account within an existing merchant account. When you add a transacting account to an existing merchant account, a transactional ID is created and added to the existing merchant account.
  1. Log in to your
    Business Center
     test or production account.
    If have a branded URL, use the URL provided in your confirmation email.
  2. On the
    Business Center
    's left navigation panel, choose
    Portfolio Management > Manage Merchants
    .
    The Manage Merchants page appears.
  3. On the Manage Merchants page, click
    Add merchant
    .
  4. Choose
    adding a merchant to an existing account
    , then click
    Next
    .
    The Add Merchant page appears.
  5. In the
    Boarding Presets
     section, choose the merchant account you would like to create a new transacting merchant for from the drop-down menu, then click
    Next
    .
  6. In the
    Hierarchy Details
     section, click
    Skip
    .
  7. In the Transacting Organizations and Products section, click
    Start
     to create a new transactional merchant account and transactional ID.
    1. In the Transacting Organizations and Products page, enable and configure all desired products, such as card processing.
    2. When you have configured all enabled products, click
      Save
       to create a transacting merchant account.
  8. Verify the information your provided, then click
    Continue working with this merchant
    .
    The merchant information appears. You can verify the products you enabled for this merchant here.

AFTER COMPLETING THE TASK

If you need to make updates, click
Merchant Details
.