Managing your Merchants

The Merchants tab is used to manage your merchants as they are on-boarded and activated. 

Merchants fall into the below categories:

• Deployed:  Merchants with activated terminals
• Live:  Merchants that transacted in the last 2 weeks
• Newly Activated:  Merchants activated in the last week, but have not transacted yet
• At Risk:  Merchants with no transactions in the last 2 weeks
• Not Deployed:  Merchants that have not activated their terminals yet

This will help you identify merchants which might be having issues activating their terminal or processing transactions so you can reach out to them pro-actively.

• Manage Merchant

You can change basic merchant information, as well as settings for the store in Manage Merchant.  Settings include changing settlement times, tips, add images to the customer and merchant facing screens, customize receipt settings and signature requirements, and enable Poynt native apps.

• View As

Viewing as merchant allows you to see exactly what the merchant sees.  This is useful when trouble-shooting catalog, transaction, and other issues.

Important Note: Resellers should not ask the support team to add your email as web user on the merchant's business wihtout their consent.