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Administration Functions

Assign a Portfolio Administrator

Assign a
portfolio administrator
 who can take ownership of the partner portfolio. It is the portfolio administrator who should be the first member of your organization to log in to the
Visa Acceptance Solutions
Business Center
.
The portfolio administrator is responsible for the complete solution and experience for the shared merchants. For the merchant experience within the solution, it is the portfolio administrator who helps define the solution architecture, operational management of the solution, as well as the implementation and support program.

First Time Logging In

The portfolio administrator should log in first in order to take these actions:
  • Create roles and users for your operations team.
  • Ensure that the requested solutions are enabled for the portfolio.
  • Enable merchant templates and merchant accounts.
If the person who receives the initial login credentials is not the portfolio administrator, then a
user
 account must be created for the portfolio administrator with their role set to administrator. The administrator role is a default role that has all privileges and access to all features within a portfolio.

Merchant Switch

Switching merchants enables you to perform actions on behalf of any merchant account that you have access to. For example, if you are acting in a support capacity, you might receive a call from someone in an organization asking how to perform an action. By switching merchants, you can do it for them during that call and explain how to do it in the future from their view.
When you switch merchants, only the features enabled for that merchant account are visible. Only the information allowed by the permissions assigned to that account or user are visible. To limit the dataset for a quicker search, using the smaller set of information accessible for that account can be helpful.
Follow these steps to switch merchants:
  1. Select the merchant account to which you want to switch. The Merchant Details page appears.
  2. At the top of the screen, click the Switch View drop-down menu and select
    Choose Organization
    . The Switch View sidebar displays.
  3. Click
    Quick
     to simply enter the name of the organization and then click
    Switch view
    , or click
    Custom
     to search for an organization.
  4. If you chose a custom search, begin by selecting the organization type from the Organization Type drop-down menu.
  5. If you know the exact organization ID or name, enter them into the Organization ID and Organization Name text fields.
  6. If you do not know the exact name or organization ID of the organization, enter partial text and click
    Show organization
    . Then select the organization from the Organization drop-down menu.