Manage Associations

Use the Manage Association page to associate a user with two different merchant accounts.

If you are not already signed up for this feature, please contact your Merchant Service Provider or PayTrace Support at Support@PayTrace.com.

How To Use This Page

Use the image below to follow the steps.

Admin User

  1. Select User from drop-down.

  2. Click on the account you want to give the User Access to in the "User Access" box.

  3. Click Save.

To remove the association from the User.

  1. Un-highlight the location from the username

  2. and click Save.

    1. That User will no longer have access to that location.

Reseller User

  1. Select a User Account.

  2. Search by any portion of the account's business name or merchant number.

  3. Select or deselect the other accounts the user should or should not be able to access.

  4. Click the Add/Remove button.

  5. Click Save.

If your User Name is linked to more than 20 Accounts, you won't be able to view them all by clicking the drop-down arrow beside your Business Name and Merchant Number. Instead, you'll see the option "Switch Accounts." Click on it to go to a new page where you can see all of your accounts.


Need more help?

Our support team will be happy to assist you.

If you are unsure where to go, try the search bar on the top right of any page.

If you cannot find the documentation you are looking for, please let our support team know so we can continue to improve this documentation.

 

If you have questions - please contact support@paytrace.com