Partner & Merchant Solutions
Partner & merchant solutions are the portals used to run payments day to day.
Use them to manage merchant portfolios, transactions, payouts, reporting, and support.
Pick a Portal
Rule of thumb:
Need to run onboarding and manage a portfolio: use Partner Portal.
Need merchant self-serve for daily operations: use Merchant Portal.
Need both: set up Partner Portal first, then provide Merchant Portal access.
Access is controlled by roles.
If you can’t see a feature, it’s usually RBAC or account provisioning.
Comparison Matrix
Primary user
Partner ops, support, finance, platform admins
Merchant owners, store managers, finance, support
Best for
Managing many merchants at scale
Managing a single business day to day
Onboarding + portfolio
Applications, merchant search/filtering, portfolio dashboards
Limited (merchant-level only)
Transactions
Portfolio visibility (merchant-specific actions vary by role)
Search, export, refunds/voids (role-based)
Payouts / settlements
Portfolio reporting and operational oversight
Payout schedule, settlement reports, bank settings (role-based)
Reporting
Multi-merchant reports, exports, subscriptions
Merchant analytics and statements (merchant-level)
Support
Create and track tickets for partners and merchants
Merchant-facing support entry points (if enabled)
Next Step
If you’re just getting started, begin with Merchant Onboarding.
Once merchants are approved, move on to Payment Processing.
Need Help?
Tell us who your users are (partner ops vs merchants) and what they need to do.
We’ll recommend the cleanest portal + API mix for your workflow.
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