Viewing Merchants

How to find and filter merchant accounts

Viewing Merchants

This guide explains how to navigate, filter, and browse merchant accounts in the Support App.

Accessing the Merchants List

  1. Click Merchants in the sidebar under the Ops section
  2. The merchants list loads with all organizations displayed
Merchants list view

Understanding the Merchants Grid

ColumnDescription
Organization IDUnique identifier for the merchant
NameMerchant's business name
OwnerPrimary contact/owner name
EmailOwner's email address
StatusActive or Suspended
CreatedWhen the merchant was onboarded

Filtering Merchants

By Status

  1. Click the Status column filter
  2. Select Active or Suspended
  3. Click Apply

By Name

  1. Click the Name column filter
  2. Enter the merchant name (partial matches work)
  3. Click Apply

By Email

  1. Click the Email column filter
  2. Enter the email address
  3. Click Apply

By Date Range

  1. Click the Created column filter
  2. Select a date range
  3. Click Apply

Sorting Merchants

Click any column header to sort:

  • First click: Sort ascending (A-Z)
  • Second click: Sort descending (Z-A)

Viewing Merchant Details

To view complete merchant information:

  1. Click anywhere on the merchant row
  2. The merchant detail view opens

From the detail view, you can:

  • View profile information
  • Manage features
  • Configure fees
  • View accounts and metrics

Using Global Search

If you know the Organization ID:

  1. Press Ctrl/Cmd + K to open global search
  2. Enter the Organization ID (starts with org_)
  3. Click the result to go directly to the merchant

Finding a Merchant's Payments

To see all payments for a specific merchant:

  1. Find and open the merchant
  2. Note the Organization ID
  3. Go to the Payments section
  4. Filter by Merchant = Organization ID

Or use the links within the merchant detail view.

Quick Tips

Tip

  • Use global search if you have the Organization ID
  • Filter by "Suspended" to find merchants needing attention
  • Sort by "Created" descending to see newest merchants

Exporting Data

To export the merchants list:

  1. Apply any filters you want
  2. Click the Export button (if available)
  3. Choose the export format

Permissions

All roles can view merchants. See Merchants Overview for edit permissions by role.

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