Manage Associations

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

1 How To Use This Page | 2 How To Add | 3 How To Remove | 4 Reseller User

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.

How To Add

Associated users

Login to PT with Admin Credentials.

Select Users from the Menu.
Select Manage Associations (If you do not see this menu option please reach out to your Merchant Service Provider for help.)
Using the drop-down menu select the user that you are wanting to associate to another account.
If no similar accounts are displaying in the Accounts field.
Use the Account Name field to search for a specific account.
Once the Account pull up inside the Accounts box, select the account you want to add to the user.
Select the Add button.
1. A view of the accounts being added to the User Access section.
Select Save.

How To Remove

Associated users

Follow 1-3 instructions above.
Accounts that the user is associated with will appear inside the User Access section.
Select the account you want to remove.
Select Remove button.
Select Save.

Reseller User

Login to PT with Reseller Credentials.

Select a User Account.
Search by any portion of the account's business name or merchant number.
Select or deselect the other accounts the user should or should not be able to access.
Click the Add/Remove button.
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.