Inviting a merchant to fill out the PPRO Customer Information Request form
The Customer Information Request tool allows Introducers to invite merchants to fill out the Customer Information Request form.
Please note: The name and email address of the user(s) who will fill out the form needs to be collected before access can be granted.
Step 1: Create a new form
Click on the "Create new form" button next to the search bar and enter the trading name of the merchant.
Click on "Save". The empty form can be accessed from the main overview.
Step 2: Invite your merchant's users
To give the merchant access to the form, click on "Invite merchant" in the Action column. The user will only be able to access the form for the defined merchant.
Enter the email address, first name and last name of the user. Select the role and click "Create User".
Once the user is created, they'll receive an invitation with a temporary 7 day password.
Roles
| Application | Admin | Editor | Viewer |
|---|---|---|---|
| Audit log View chargebacks | Yes | No | No |
| Customer Information Request View form Edit and submit form | Yes Yes | Yes Yes | Yes No |
| User management View users Create and manage users | Yes Yes | Yes No | Yes No |
Managing user access
An overview of your merchants and their users can be found in the User Management app under the Configurations group.
Learn more about managing users here.
Viewing merchant details
Once a merchant has been onboarded , Introducers can view read-only , the merchant management details for merchants they have introduced.
Read-only accessIntroducers can view a merchant's profile and payment method status, but cannot edit merchant details or add/activate payment methods.
What Introducers can see
Through the Dashboard's left sidebar, Introducers can open a merchant's account details page to view:
- Merchant profile — business/legal entity details, registered address, and business owner (UBO/director) records.
- Payment methods & LPM status — which local payment methods are configured for the merchant and their current activation status.
What Introducers can't do
| Action | Available to Introducers |
|---|---|
| View active LPMs | Yes |
| View merchant details | Yes |
| Edit merchant details | No |
| Add or activate payment methods | No |
Updated 11 days ago