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USING THE
ADMINISTRATOR MERCHANT PORTAL

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Using the Merchant Portal In Administrator Mode.

Using the merchant portal in administrator mode give you access to all the platforms functionality including the staff accounts. The account you create at signup is your administrator account. Once you log in with your administrator account you can begin to setup your companies profile.

Our platform has an entire business directory to make easy for your customers to find you in our system. The first thing you should do is go to the settings screen so that you can enter in your businesses information. That will give people an idea of what your about when they try to look you up. You can navigate to the settings screen by looking on the left hand side of your screen in the systems menu.

Additional functionality of the Administrator Panel

Aside from the typical administrative functionality you would expect from administrator panel such as sub account management, and company profile information the administator panel has a few extra features for our system. They are as follows:

  • Affiliate Marketing Management
  • Promotional Messaging and Push Notification Management
  • Referral System Management
  • Third Party Reseller Management
  • Management of Webhooks
  • Setup Quickbooks Integration
  • Purchase of Promtional Products and Subscriptions
  • Gift card and voucher template management and template editor
  • Comprehensive Reporting to track your efforts with all our services

Managing Staff in Administrator Mode

One of the most important functions of administrator mode is to manage staff. With it you can create a sub accounts for your staff, You can view cashier reports so that you can audit their activities, and you can change their password so that they can get back into their account and do their job.

Using the Menu System

All the functionality of the administrative mode can be accessed off the collapsible menu on the left hand side of the screen. Their the menu options are clearly labeled using descriptive text and it is broken up into submenu&aposs based in the individual sub systems of the platform. This way each part of the system is relatively easy to find and to interact with.

Some functionality on the system may not be visible due to the fact that that you do not have the same restrictions. For instance loyalty programs will not show up unless you are subscribed to that loyalty program. And if the loyalty program disapears from your system. You may need renew or reactivate the subscription when the subscrption is about to finish

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Affiliate Marketing

Using to affiliate system to manage your affiliate campaigns and affiliate websites.

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Promotional Messaging

Sending out promotional messages to your customers.

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Using the Template Editor

Using the Template Editor.

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Company Profile Settings

Company Profile Settings.

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Quickbooks Settings

Settings to hande the access of quickbooks online.

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Payment Processing Settings

Setup payment processing online.

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Gift Card Reseller Management

Manage 3rd Party Resellers for my gift cards.

Frequently Asked Questions

Yes, The administrator has all the capabilities of staff and employees. Plus the account has the additional functionality to administrate the customers accounts.

As many as you need. The only limitation is in the number of locations you have.

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