Console Home Home Customers Customers New Customer Customer Auditing Setup Billing Cycles Items Taxes Billing Profiles Adjustment Reasons Account Groups Actions Letters Emails Notes Documents Billings Transactions New Sale (Card) New Sale (Direct Debit) New Refund (Card) New Refund (Direct Debit) Tokens Transactions Subscriptions Chargebacks Chargebacks Remittance Merchant Statement List Balances Charges Modify Charge New Charge Reports Reports Submissions Batch List Files Equipment Terminals Terminal Order List Management Merchant Perspective New New Merchant New Merchant (Extended) New Account (Extended) New Merchant (Provisioning) Provisioning New Merchant Provisioning New Account Onboarding Application Wizard (Merchant) Onboarding Application Wizard (Account) Onboarding Application Wizard (Affiliate) Manage Selection Select Merchants (Modify Selection) Select Single Merchant Details General Settings (Remittance) Deposit Settings (Processing) Business Owners References Limits Profiles Rules Letters Emails Convenience Fees Customer Fees Settings (Billing) Branding Profile (Merchant) Accounts Accounts Terminals Terminals Processing Transactions View Transaction Chargebacks Tokens View Transaction (Split-In/Pull-In) View Transaction (Split-Out/Pull-Out) Processor Transactions View Provider Transaction Transaction Subscriptions View Subscription Transaction Remittance Adjustments List Commissions Fees Merchant Statement List Distributions Split Schema Balances Charges Modify Charge New Charge Submissions Batch List Files View Batch Resources Merchant Labels Pages Equipment Terminal Order List Reports Reports Security Users List Access Policy Roles Reseller Perspective New New Reseller Details Reseller Details Custom Fields Branding Profile (Reseller) Defaults Settings Defaults Merchants Merchants List Onboarding Onboarding Applications Agreements Remittance Reseller Statements Breakdown Reseller Statement Breakdown Modify Reseller Statement Detail Modify Commissions Reseller Statement Security Users List Access Policy Roles Equipment Configurations Terminals Terminal Order List Reports Reports Reports Portfolio Perspective New New Portfolio Details Portfolio Details Branding Profile (Portfolio) Defaults Settings Defaults Entities Merchants Resellers Channels Equipment Terminal Update Profile List Update Search Repository Fulfillment Center Terminals Parameters Terminal Messages Onboarding Applications Agreements Configurations Configurations Billing Configurations Profiles Distributions Distributions Remittance Pricing Template List Taxes Modify Tax Announcements Announcements Agreements Merchant Agreements Security Users List Access Policy Roles Profiles Provisioning Settings Facilitator Profile List Onboarding * Processing User Perspective New Human User Service User Details Human User Details Service User Details Merchants Merchants List Resellers Resellers List Portfolios Portfolios List Security Security Terminal Perspective Details Terminal Details Parameters Terminal Parameters Updates Terminal Updates Logs Logs Terminal Migration Log Distributions Perspective New New Vendor New Holding Account Details Distributions Details Statements Statements Fulfillment Perspective New New Fulfillment Center Details Fulfillment Details Users Users Shipping Shipping Orders Terminal Order List Configurations Configurations Keys Keys Models Models Administration Setup Perspective Error Codes Error Codes Email Templates Email Templates Response Codes Response Codes Holidays Holidays Note Templates Note Templates Security Access Policy Roles Blacklist Blacklist System Perspective Statistics Merchant Financial Statistics IQ Database Querying Module Log Querying Module Vel Tracking Velocity Tracking Branding Branding Branding Profile (System) Keys Decryption Keys Agreements User Agreements Jobs Send Message Manual Remittance Post Statements CLI Command Job Object Job Messages Processing Lock Logs Browse Logs Analyze Logs Transaction Logs Server Log Files FTP Gates File Store Sanitization Sanitization Profile Reporting Reporting Modify Report Providers Provider Codes Import Format Resource Code Currency Sign System Settings Diagnostic System Audit Perspective Changes Merchants Resellers Users Terminals Portfolios Portfolios Users Users List Analysis Analysis Errors Errors Transactions Transactions Audit Monitoring Perspective Manage Selection Select Merchants (Modify Selection) FTP Gates FTP Gates Transactions Transactions Sub Batch Sub Batch Statements Merchant Statement List Statement Reconciliation File Store File Store Account Profile Merchant Account Profile Billing History Billing History Providers Provider Profile Provider Account Jobs Send Message Manual Remittance Post Statements Job Object Job Messages Processing Lock Camel Routes Reporting Processing Processor Reconciliation Processing Reconciliation Transaction Summary Transaction Detail Remittance Reconciliation Queue Reports Queue Reports Reports Console perspective (new) Items

Portfolio Perspective

Type:    Perspective

Description: Arrangement of available forms and actions that are needed for managing information about resellers, merchants, documentation, etc.
Allows management of portfolios registered in the system.

Items:

New		Provides access to a new portfolio creation options. Note that only 9 portfolios can be created within the gateway. Opens Form: New Portfolio

Portfolio

Allows to select an appropriate portfolio.

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ID

Identifier of the portfolio within the gateway.

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Code

Identifier of the portfolio's owner within the system. Auto-incremented integer value. References: Portfolio.Code

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Name

Name of the portfolio. References: Portfolio.Name

Details

Provides access to the forms containing various portfolio settings.

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General

Provides access to general portfolio settings. Opens Form: Modify Portfolio

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Branding Profile

Provides access to the branding profile associated with the selected portfolio. Opens Form: Branding Profile (Portfolio)

Entities

Provides access to various portfolio entities.

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Merchants

Provides access to the list of merchants available within the portfolio. Opens Form: Merchants

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Resellers

Provides access to the list of resellers available within the portfolio. Opens Form: Resellers

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Channels

Provides access to the list of channels available within the portfolio. Opens Form: Channels

Defaults

Provides access to to the forms containing various default portfolio settings.

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Settings

Provides access to default portfolio settings. Opens Form: Settings Defaults

Configurations

Provides access to the forms related to processor configurations.

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Processing

Provides access to processing configurations creation and management options. Opens Form: Configurations

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Billing

Provides access to billing configurations creation and management options. Opens Form: Billing Configurations

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Profiles

Provides access to profiles configurations creation and management options. Opens Form: Profiles

Onboarding

Provides access to the forms related to onboarding applications.

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Applications

Provides access to onboarding applications associated with the selected portfolio. Opens Form: Applications

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Agreements

Provides access to all onboarding agreements available for the selected portfolio. Opens Form: Agreements

Agreements

Provides access to the list of merchant agreements associated with the selected portfolio. Opens Form: Merchant Agreements

Remittance

Provides access to the remittance-related forms.

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Pricing Template List

Provides access to pricing templates creation and modification options. Opens Form: Pricing Template List

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Taxes

Provides access to taxes review, creation and modification options. Opens Form: Tax List

Distributions

Provides access to distribution schemas creation and modification options. Opens Form: Distributions

Equipment

Provides access to the forms related to terminals associated with the selected portfolio.

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Updates

Provides access to the list of performed terminal updates. Opens Form: Terminal Updates

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Update Search

Provides access to the list of updated terminals. Opens Form: Update Search

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Repository

Provides access to the terminal resources associated with the selected portfolio. Opens Form: Repository

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Fulfillment Center

Provides access to fulfillment centers creation and modification options. Opens Form: Fulfillment Center

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Terminals

Provides access to the terminals associated with the selected portfolio. Opens Form: Terminals

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Parameters

Provides access to terminal parameters bulk modification options. Opens Form: Parameters

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Messages

Provides access to terminal messages creation options. Opens Form: Terminal Messages

Announcements

Provides access to merchant announcements creation options. Opens Form: Announcements

Security

Provides access to the security settings of the portfolio.

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Users

Provides access to users creation and management options. Opens Form: Users List

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Access Policy

Provides access to access policy management options. Opens Form: Access Policy Roles

Profiles

Provides access to the processor profiles creation and management options.

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Processing

Provides access to processing profiles modification options. Opens Form: Processing

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Aggregation

Provides access to the aggregation profile settings of the portfolio. Opens Form: Facilitator Profile List

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Provisioning

Provides access to the provisioning profiles creation and management options. Opens Form: Provisioning Settings

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Onboarding *

Provides access to the onboarding profiles creation and management options. Opens Form: Onboarding *

Perspective...

Allows the user to change current perspective that he/she is working with. Opens Form: Portal

Log Out

Allows to sign out of the system and terminate current session.