Resource Center
The Portal Use Guide for Referrers is now available. This guide contains descriptions and common actions for every page available in the Referrer-level Portal.
Portal (Version 24.13.0)
New Features
“Debit Grace Period” and “Max Amounts” (for Negative Balances) will now be displayed on individual Merchant Profile pages.
Users can now toggle on a new “Dynamic Dashboard” with a new “Try Me” switch to rearrange and customize the Dashboard.
“Value Added Services” has been added to the list of Settings to enable SaferPayments as an option.
Multi-Factor Authentication Enablement is now available for Referrer-level users.
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Issue resolved where the “Projected Exposure” smart card on the Risk Management page would not populate with the expected information upon loading.
Issue resolved where AML/KYB/KYC smart cards on the Risk Management page would not populate with the expected information upon loading.
Issue resolved where the “Significant Responsibility” field of a submitted Merchant Signup Form would not retain the value input but the original user submission.
Issue resolved where the MFA login authentication code input appears that the cursor position did not default to the first box.
Issue resolved where users that successfully enroll in MFA for the first time would not be redirected automatically to login or the dashboard after completion.
Issue resolved where the logos displayed in whitelabeled Referrer requests more documentation from Merchants would display the incorrect logo.
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