Reseller Perspective

Type:    Perspective
Description: Arrangement of available forms and actions that are needed to work efficiently with Reseller records.
Items:

New
Provides access to a new reseller creation options.
Opens Form: New Reseller
Reseller
Allows to select an appropriate reseller.
Details
Provides access to the forms containing various reseller settings.
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General
Provides access to general reseller settings.
Opens Form: Reseller Details
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Branding Profile
Provides access to the branding profile associated with the selected reseller.
Opens Form: Branding Profile (Reseller)
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Custom Fields
Provides access to the reseller settings associated with a particular processor.
Opens Form: Custom Fields
Defaults
Provides access to default reseller settings.
Opens Form: Settings Defaults
Onboarding
Provides access to forms related to onboarding applications.
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Applications
Provides access to onboarding applications associated with the selected reseller.
Opens Form: Onboarding Applications
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Agreements
Provides access to all onboarding agreements available for the selected reseller.
Opens Form: Agreements
Remittance
Provides access to the remittance-related forms.
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Commissions
Provides access to reseller commissions creation and modification options.
Opens Form: Commissions
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Statements
Provides access to the list of reseller statements available for the selected reseller.
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Reseller Statements
Provides access to the list of master reseller statements available for the selected reseller.
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Reseller Statements Breakdown
Provides access to the list of reseller statements available for the selected reseller.
Opens Form: Reseller Statements Breakdown
Merchants
Provides access to the list of merchants associated with the selected reseller.
Opens Form: Merchants List
Equipment
Provides access to the forms related to terminals associated with the selected reseller.
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Configurations
Provides access to the list of available terminal configurations.
Opens Form: Configurations
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Terminals
Provides access to the list of terminals associated with the selected reseller.
Opens Form: Terminals
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Orders
Provides access to the list of terminal orders associated with the selected reseller.
Opens Form: Terminal Order List
Reports
Provides access to the reports available for the selected reseller.
Opens Form: Reports
Security
Provides access to the security settings of the reseller.
Log Out
Allows to sign out of the system and terminate current session.
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Users
Provides access to users creation and management options.
Opens Form: Users List
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Access Policy
Provides access to access policy management options.
Opens Form: Access Policy Roles
Perspective
Allows the user to change current Perspective that he/she is working with.
Opens Form: Portal
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