Merchant Portal and Associated Roles

The Merchant Portal is an interface that provides the following functionality depending upon the Services you are implementing:

  • You can view the Paymetric Services purchased as well as access the contractual documents under the Files section.

  • Used to configure the On-Demand Services and request SaaS environment setup for the various Services being implemented.

  • Ongoing management of user access to your transactional data (transactional data is accessed via the XiPay WebGUI).

  • Perform XiSecure client certificate renewals (may not be required if your implementation is fully token aware).

The Client ultimately owns their environment configuration, any necessary certificate renewals and user access to their transactional data and/or tokenization functionality depending upon your implementation. To this end, it is important that we identify individuals to act as Approving Managers who will own these responsibilities and have the knowledge to work with the Paymetric Support team should the need arise.

Approving Manager Role

Clients are required to have at least two individuals who will act as Approving Managers. These individuals have the following responsibilities:

  • Maintain the Functional and Technical Contacts in Merchant Portal.

  • Create/maintain end user access to their transaction data and/or tokenization interfaces.

  • Interact with Paymetric Support as needed via the Paymetric Customer Community.

  • Manage and approve configuration change requests to the environments and services.

  • Either perform XiSecure certificate renewals or create/maintain Merchant Portal user(s) to perform this task.

Onboarding Edit Role

  • If the Approving Manager does not want perform XiSecure certificate renewals, he/she can create an Onboarding Edit user in the Merchant Portal to perform this task.

  • An individual may function as more than one role/contact type depending upon the Client's business and organization structure.