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Documentation

Viewing Merchants

You can view a list of your merchants.

  1. Sign in as described in Signing In To the Partner Portal and navigate to the Merchants tab.

    The Merchants page appears.

    viewing-merchants-flow-1.png
  2. Modify the display by doing the following:

    • To add or remove columns, click the Choose Columns icon at the top right. The icon has three vertical bars. On the Choose Columns drop-down, check the box for the columns you want to appear on screen and click Apply.

    • Click and drag the column headers in the Choose Columns drop-down to change the column order and click Apply.

  3. Other things you can do:

    • To filter the list, click the Search field at the top. Select a filter from the drop-down to the left of the search bar. Select a filter and type a value, or type a free text string. Then click the magnifying glass icon.

    • To clear a filter, delete the text in the Search field and click the magnifying glass icon.

    • To apply an advanced filter, click the Filter icon at the top right. In the Filter window, select a field and a condition, and enter a value. To define an additional filter, click + Add Filter and fill in the field, condition, and value. Then click Apply.

    • To clear an advanced filter, click the Filter icon, and click the Trash icon next to the listed filter. Then click Apply.

    • To view additional columns, move the horizontal scroll bar at the bottom of the page.

    • To scroll through the lines of the table, move the vertical scroll bar at the right side of the page.

  4. Click between the Active, Pending, and Declined tabs above the table to view your merchants sorted by KYB status.

The following table describes the fields in the Merchants page.

Field

Description

Merchant ID

ID of the merchant. String starting with org_.

Merchant Name

The name of the merchant.

Registration Country

The country the merchant is registered in.

KYB Status

The KYB status of the merchant. Indicates if the merchant has been KYB approved.

Possible values:

  • Idle - The KYB application has not been submitted yet.

  • Submitted - The KYB application for the merchant has been submitted. The Rapyd Compliance team receives the application.

  • In Review - The KYB application is being reviewed by the Compliance team.

  • Approved - The merchant was KYB approved.

  • Decline - The merchant was not KYB approved.

Email

The email address of the merchant.

Merchant Invited

Indicates if the merchant was invited by the partner.

Possible values:

  • Yes

  • No

Accepted Invitation

Indicates if the merchant has accepted their invitation.

Possible values:

  • Yes

  • No

Created On

The date and time the merchant account was created.