Partner Portal
This page provides an overview of Xplor Pay’s Partner Portal. It explains how to manage tools, insights, and settings for your business’s payment operations.
About Partner Portal
The Partner Portal is a responsive, web-based application that helps you manage onboarding, merchant portfolios, reporting, and support from a single place. The layout is simple and consistent across pages, making it easy to find and use key features. Role-based access control (RBAC) ensures you see only what you need, improving both usability and security. Multi-factor authentication (MFA) adds an extra layer of protection.
Business challenge addressed
A unified, reliable way to onboard merchants, track portfolio performance, analyze revenue and risk, and coordinate support—without switching tools or re-entering data. The Partner Portal addresses this by providing:
A centralized, intuitive experience for daily tasks.
Streamlined onboarding and equipment management.
End-to-end visibility across applications, merchants, and reports.
Secure access with RBAC and MFA.
Time-saving automation through report subscriptions and integrated support.
Key capabilities
User experience and security
Responsive, consistent UI: Streamlined design, clear icons, and a uniform layout across pages for intuitive navigation on desktop, tablet, and mobile.
Dark mode: A comfortable, low-light option that reduces eye strain without limiting functionality.
Updated navigation header: Clearly labeled sections and an intuitive menu structure to reach key features quickly.
Role-based access control (RBAC): Limits access to relevant features based on user roles.
Multi-factor authentication (MFA): Adds an extra layer of account protection.
Core interfaces
Landing page.
A centralized starting point with interactive dashboards for key business metrics:
Comprehensive dashboard: Visualizes transaction volume, revenue, merchant status, and new registrations.
Quick navigation and filtering: Jump to Applications, Merchants, Reports, and Support. Filter performance by year and quarter.
Merchant and revenue insights: View top accounts by residual revenue and track activations vs. applications.
Applications page.
Manage new and existing merchant applications through structured, guided workflows:
Boarding UI: Step-by-step onboarding (Hierarchy, Business Information, Profile Details, Pricing, and more) to ensure accurate data capture and smooth activation.
Equipment UI: Onboard and manage devices (for example, card readers and payment terminals) and track allocation through the onboarding process.
Application summary: See progress and key details at a glance, including merchant information, status, and pending actions.
Merchants page.
Monitor and manage your merchant portfolio:
Search and filter: Find merchants by status, category, or other criteria.
Seamless portal access: Move between the Partner Portal and Merchant Portal without re-authentication.
Portfolio overview: Track performance, status, and activity across the portfolio.
Reports page.
Analyze activity, earnings, and risk with flexible reporting:
Detailed reports: Access billing, chargebacks, earnings, sales, and other report types.
Filters and customization: Apply date ranges and other filters; select specific data points to focus analysis.
Export options: Download reports as Excel (.xlsx) or CSV for offline analysis.
Report subscriptions.
Automate report delivery to stay informed:
Self-service setup: Create subscriptions for daily, weekly, or monthly delivery.
Automatic delivery: Receive an e-mail with a download link when each report is generated.
Customizable frequency: Choose delivery cadence to match your needs.
Support page.
Submit and track support requests directly in the portal:
Web-based support form: Guided submission with required fields to speed resolution.
Partner and merchant support: Open tickets for your business or on behalf of a merchant.
Dynamic form: Fields adapt to the request type to capture the right information.
Automated routing: Requests go to the appropriate Support team for faster handling.
Dashboards.
Make data-driven decisions with interactive visuals:
Centralized metrics: Monitor performance and trends across key business areas.
Structured, interactive design: Explore data for deeper insights.
Technical requirements
An active Partner Portal account with the appropriate role (RBAC governs access).
Related topics
To get started with the Partner Portal, refer to the Partner Portal Documentation.
Last updated
Was this helpful?