Includes
Required Setup Steps
- Merchant Account Connection
- Create Header Profiles
- Pay Term Offers
- Terms & Conditions Templates
- About Us Profile
Optional Setup Steps
- Sub-Accounts
- Branding & Embed Code
- SFTP Setup
Key Concept
Required setup steps are blockers.
The portal remains restricted until all required setup steps are complete.
Optional setup steps enhance functionality but do not prevent platform access.
Setup Wizard Completion Logic
The Account Setup Wizard controls access to core platform functionality.
Required setup steps must be completed before:
- Account imports are enabled
- Account processing can begin
- Offers can be delivered
- Consumer negotiations can occur
- Standard portal workflows become available
Optional setup steps may be completed at any time and do not prevent platform access.Last modified on June 1, 2026
