Portfolio Perspective

Type:    Perspective

Description: Arrangement of available forms and actions that are needed for managing information about resellers, merchants, documentation, etc.
Allows management of portfolios registered in the system.

Items:

New		Provides access to a new portfolio creation options. Note that only 9 portfolios can be created within the gateway. Opens Form: New Portfolio

Portfolio

Allows to select an appropriate portfolio.

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ID

Identifier of the portfolio within the gateway.

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Code

Identifier of the portfolio's owner within the system. Auto-incremented integer value. References: Portfolio.Code

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Name

Name of the portfolio. References: Portfolio.Name

Details

Provides access to the forms containing various portfolio settings.

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General

Provides access to general portfolio settings. Opens Form: Modify Portfolio

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Branding Profile

Provides access to the branding profile associated with the selected portfolio. Opens Form: Branding Profile (Portfolio)

Entities

Provides access to various portfolio entities.

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Merchants

Provides access to the list of merchants available within the portfolio. Opens Form: Merchants

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Resellers

Provides access to the list of resellers available within the portfolio. Opens Form: Resellers

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Channels

Provides access to the list of channels available within the portfolio. Opens Form: Channels

Defaults

Provides access to to the forms containing various default portfolio settings.

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Settings

Provides access to default portfolio settings. Opens Form: Settings Defaults

Configurations

Provides access to the forms related to processor configurations.

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Processing

Provides access to processing configurations creation and management options. Opens Form: Configurations

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Billing

Provides access to billing configurations creation and management options. Opens Form: Billing Configurations

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Profiles

Provides access to profiles configurations creation and management options. Opens Form: Profiles

Onboarding

Provides access to the forms related to onboarding applications.

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Applications

Provides access to onboarding applications associated with the selected portfolio. Opens Form: Applications

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Agreements

Provides access to all onboarding agreements available for the selected portfolio. Opens Form: Agreements

Agreements

Provides access to the list of merchant agreements associated with the selected portfolio. Opens Form: Merchant Agreements

Remittance

Provides access to the remittance-related forms.

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Pricing Template List

Provides access to pricing templates creation and modification options. Opens Form: Pricing Template List

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Taxes

Provides access to taxes review, creation and modification options. Opens Form: Tax List

Distributions

Provides access to distribution schemas creation and modification options. Opens Form: Distributions

Equipment

Provides access to the forms related to terminals associated with the selected portfolio.

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Updates

Provides access to the list of performed terminal updates. Opens Form: Terminal Updates

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Update Search

Provides access to the list of updated terminals. Opens Form: Update Search

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Repository

Provides access to the terminal resources associated with the selected portfolio. Opens Form: Repository

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Fulfillment Center

Provides access to fulfillment centers creation and modification options. Opens Form: Fulfillment Center

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Terminals

Provides access to the terminals associated with the selected portfolio. Opens Form: Terminals

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Parameters

Provides access to terminal parameters bulk modification options. Opens Form: Parameters

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Messages

Provides access to terminal messages creation options. Opens Form: Terminal Messages

Announcements

Provides access to merchant announcements creation options. Opens Form: Announcements

Security

Provides access to the security settings of the portfolio.

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Users

Provides access to users creation and management options. Opens Form: Users List

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Access Policy

Provides access to access policy management options. Opens Form: Access Policy Roles

Profiles

Provides access to the processor profiles creation and management options.

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Processing

Provides access to processing profiles modification options. Opens Form: Processing

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Aggregation

Provides access to the aggregation profile settings of the portfolio. Opens Form: Facilitator Profile List

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Provisioning

Provides access to the provisioning profiles creation and management options. Opens Form: Provisioning Settings

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Onboarding *

Provides access to the onboarding profiles creation and management options. Opens Form: Onboarding *

Perspective...

Allows the user to change current perspective that he/she is working with. Opens Form: Portal

Log Out

Allows to sign out of the system and terminate current session.