Reseller Perspective

Type:    Perspective
Description: Arrangement of available forms and actions that are needed to work efficiently with Reseller records.
Items:

New
Provides access to a new reseller creation options.
Opens Form: New Reseller
Reseller
Allows to select an appropriate reseller.
Details
Provides access to the forms containing various reseller settings.
¦_
General
Provides access to general reseller settings.
Opens Form: Reseller Details
¦_
Branding Profile
Provides access to the branding profile associated with the selected reseller.
Opens Form: Branding Profile (Reseller)
¦_
Custom Fields
Provides access to the reseller settings associated with a particular processor.
Opens Form: Custom Fields
Defaults
Provides access to default reseller settings.
Opens Form: Settings Defaults
Onboarding
Provides access to forms related to onboarding applications.
¦_
Applications
Provides access to onboarding applications associated with the selected reseller.
Opens Form: Onboarding Applications
¦_
Agreements
Provides access to all onboarding agreements available for the selected reseller.
Opens Form: Agreements
Remittance
Provides access to the remittance-related forms.
¦_
Commissions
Provides access to reseller commissions creation and modification options.
Opens Form: Commissions
¦_
Statements
Provides access to the list of reseller statements available for the selected reseller.
¦_
Reseller Statements
Provides access to the list of master reseller statements available for the selected reseller.
¦_
Reseller Statements Breakdown
Provides access to the list of reseller statements available for the selected reseller.
Opens Form: Reseller Statements Breakdown
Merchants
Provides access to the list of merchants associated with the selected reseller.
Opens Form: Merchants List
Equipment
Provides access to the forms related to terminals associated with the selected reseller.
¦_
Configurations
Provides access to the list of available terminal configurations.
Opens Form: Configurations
¦_
Terminals
Provides access to the list of terminals associated with the selected reseller.
Opens Form: Terminals
¦_
Orders
Provides access to the list of terminal orders associated with the selected reseller.
Opens Form: Terminal Order List
Reports
Provides access to the reports available for the selected reseller.
Opens Form: Reports
Security
Provides access to the security settings of the reseller.
Log Out
Allows to sign out of the system and terminate current session.
¦_
Users
Provides access to users creation and management options.
Opens Form: Users List
¦_
Access Policy
Provides access to access policy management options.
Opens Form: Access Policy Roles
Perspective
Allows the user to change current Perspective that he/she is working with.
Opens Form: Portal
Copyright © Constellation Payments. All Rights Reserved.
All Logos and Trademarks used or mentioned on this page are copyrighted property of their respective owners and are used for display purposes only.