Portal Guide - Merchant

This guide provides information for Platform Merchants about all of the features of the portal.

Merchants are an entity that use a Referrer’s payments platform to handle customer transactions for goods and services.

Partial view of the Merchant Dashboard page showing the Navigation Panel, Search Bar, and Account access options, and Dashboard Smart Tiles.

Merchant Portal Features

The features described below appear on all of the pages in the portal. They allow you to find specific pages and details, and access information about your account.

Navigation Panel

Use the navigation panel to access pages in the portal. The navigation panel is located on the left hand side of the page. Click the links in the navigation panel to access information from the following categories:

Message Banner

Use the Message Banner features to access messages, dispute information, and your user profile information. The Message Banner is located at the top right hand side of the page. The following features can be found in the Message Banner:

Message Banner Feature Name	Description

Message Banner Feature Name	Description
Search Bar	Enter your search term into the field, click the magnifying glass, and you will be redirected to the Search page to view your results.
Messages	Click the MESSAGES button to open the Messages page to view any messages for your account.
Notifications	Click the NOTIFICATIONS button to open the Notifications page to access information on any disputes or ACH Returns associated with your account.
Profile	Click the PROFILE button to access the Profile page to view or edit your account information.
Log Off	Click LOG OFF to log out of your account.

Related Pages

The following pages contain additional details about the information on the Merchant Portal Guide page: