TD Mobile POS, Руководство пользователя

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TD MOBILE POS MERCHANT GUIDE
Merchant Portal
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How do I add a sub-merchant?
Manage Sub-Merchants -> Click Add Sub-Merchant
Step 1 - Merchant Actions
1. Enter the user’s First Name .
2. Enter the user’s Middle Name . (Optional)
3.
Enter the user’s
Last Name
.
4.
Enter their
Primary Email
.
5. Create their User Name .
6. Enter the user’s Mobile Phone number.
7.
Enter the
Business Phone
number.
8.
Click
Submit
. You are returned to the
Manage
Manage Sub-Merchants Tab
From the Manage Sub-Merchants tab you can create, modify and activate/deactivate sub-merchants. Sub-merchants
are users (other than the business owner) that will have access to various aspects of the TD Mobile POS solution.
Sub-Merchants
screen. A message appears
stating that
Sub-merchant Username1 was
created successfully.
The user will be shown in
the list below with their
Status
as
Pending
. It
will change to
Active
once they log into the
Merchant Portal or App.
Step 2 - Sub-Merchant Actions
The following actions must be taken by the sub-merchant
that was just created.
1. The sub-merchant will receive an email at the
one entered in
Step 1 - Merchant Actions .
2.
They must log on to the
Merchant Portal/App
with the sub-merchant information provided in the
email.
3.
Read the terms and conditions, check
I have
read and accept the above Terms &
Conditions
, and click
Activate Account
. The
Account Setup
screen appears.
4. Enter their Personal Email address.
5. Enter their new password .
6.
Re-enter the new
password
.
7.
Select a question from the
Security Question 1
drop-down menu and enter the
answer
.
8. Select a question from the Security Question 2
drop-down menu and enter the answer.
9. Verify all the information is correct and click
Submit .
An email will be sent to them indicating that the
changes have been made and their status will now
change to
Active
.