Merchants Overview

Introduction to merchant management in the Support App

Merchants Overview

The Merchants section (also called Organizations) allows you to view and manage merchant accounts, their configurations, features, and fee structures.

What Are Merchants?

Merchants (organizations) are the businesses that use the platform to accept payments. Each merchant has:

  • A profile with business information
  • Configured features and capabilities
  • Fee structures for different transaction types
  • Settlement accounts for receiving funds
  • Sub-accounts for specific use cases

Key Capabilities

CapabilityDescription
View MerchantsBrowse and search merchant accounts
Manage ProfilesUpdate merchant information
Configure FeaturesEnable or disable features per merchant
Set FeesConfigure transaction fees
View AccountsSee sub-accounts and settlement accounts
View MetricsSee payment volume and statistics
Suspend/UnsuspendManage merchant access

Navigating to Merchants

  1. Click Merchants in the sidebar under the Ops section
  2. The merchants list displays all organizations in the system
Merchants list

Documentation Guides

How to find, filter, and browse merchant accounts.

Understanding and updating merchant profile information.

Enabling and disabling features for specific merchants.

Setting transaction fees for payment, trading, and settlement operations.

Viewing sub-accounts, settlement accounts, and performance metrics.

Merchant Lifecycle

Onboarded → Active → Suspended (if needed)
              ↓            ↓
         Normal Ops   Unsuspended → Active

When a merchant is suspended:

  • All payment links become inactive
  • New payments cannot be initiated
  • Existing in-flight payments continue processing
  • Trading and settlement may be restricted

Permissions

RoleViewEdit ProfileEdit FeaturesEdit FeesSuspend
Super AdminYesYesYesYesYes
AdminYesYesYesYesYes
Payment OpsYesNoNoNoNo
Compliance OpsYesNoNoNoYes
CS OpsYesYesYesNoNo
Finance OpsYesNoNoYesNo
View OnlyYesNoNoNoNo

Related Sections

  • Payments — View payments associated with merchants
  • Customers — View customers who transact with merchants
  • Settlements — View settlements to merchant wallets
  • Balances — View merchant account balances