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.

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**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.