Once you've got the permission to board on your WebMIS account, and the training by one of our Live Support agent, you can start board yourself an account.
- What’s boarding?
Boarding is the process of registering a merchant account and terminals on our platform, all linked together so the merchant can process their transactions.
- Boarding a Terminal Group
Click board Terminal Groups then create, or click on New UK/USA/CAD Terminal Group if appropriate.
Complete fields as needed including the time-zone (this is important as it will affect the time the activity on the terminal is settled).
The transaction limits specified by the merchant:
minimum: can be anything except 0 (if less than 0.5 then worth checking with the merchant as transactions could end up costing money)
maximum: can be anything
Search for the correct client to link the group to – then click the green tick on the correct one.
Choose review/submit (depends on the boarder’s permissions) on the review tab.
If the merchant account is already existing and you don't have access to Merchant boarding, you will need to link the merchant to the newly created Terminal Group (please make sure you've got the "Review Merchant Account Linkage Boarding" permission):
After creating the Terminal Group, click:
Put the name of the merchant:
Make sure you select the Merchant name:
Boarding a Terminal
Choose Board Terminals then Create or the appropriate shortcut button
Complete the fields based on the merchant's requirements
Search for the terminal group created earlier and click the green tick next to the correct one to create the link.
Click review/submit (depends on the boarder’s permissions) on the review tab to complete.
- Boarding a WebMIS User
(You will need to have the Review User Boarding and Review User Data Permission Boarding)
Click Board Users then create or the appropriate shortcut
Enter the email address – it’s important that this is a valid email address and the user has access to it, as it can’t be changed by us later and the user will need access to emails to reset their password etc.
Choose the appropriate permission you wish to add from the drop down list and click on the button to add each one.
Click review/submit (depends on the boarder’s permissions) on the review tab.
From the Board User list, find the user you have just completed and then click on the Links Button.
Use the search to find the client, group or terminal that the user should have rights to see.
Click the green tick next to the appropriate client/group/terminal