For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
Dashboard
GuidesAPI ReferenceSDKs
GuidesAPI ReferenceSDKs
  • Get Started
    • Overview and Solutions
    • Choose an Integration
    • Quickstart
    • Branding Guidelines
    • Get Support
  • Accept Payments
    • Instant Payments
    • Trustly Pay
    • Recurring Payments
    • Scan and Pay
    • Remember Me
    • Payment Integration Checklist
  • Send Money
    • Send Payouts Using Online Banking
    • Send Payouts Using Account Information
    • International Transfers
  • Retrieve Data
    • Verify Accounts Using Online Banking
    • Verify Accounts Using Micro-Deposits
    • Retrieve Bank and User Information
    • Tokenize Bank Information
    • Trustly ID
    • Insights Data
  • Core Concepts
    • Key Concepts
    • The Establish Data Object
    • Transactions and Transaction IDs
    • Tokens and Account Security
    • Redirect URLs and Return Flow
    • Webhooks and Events
    • Content Strings
  • API Fundamentals
    • Authentication and OAuth
    • Secure Requests and Signature Validation
    • Idempotency
    • Testing
    • Status codes and type definitions
  • Manage Your Integration
    • Go-Live Checklist
    • Merchant Portal
      • View Transactions
      • View Account Balances
      • Manage Users
    • Reports and Reconciliation
    • Refresh Bank Authorization
    • Override Risk Declines
    • VIP Tiers
    • Financial Institution Status
Dashboard
Products
PaymentsDataPayouts
Company
AboutCareersContact Sales

Terms of Use | Privacy Policy | © 2026 Trustly, Inc.

Developer-friendly docs for your API
GitHub|Contact Support|Business Help Center|Merchant Portal
Terms of Use|Privacy Policy|© 2026 Trustly, Inc.
Developer-friendly docs for your API
LogoLogo
North AmericaEurope
North AmericaEurope
On this page
  • Available roles
  • Authentication types
  • Manage user access
Manage Your IntegrationMerchant Portal

Manage users

|View as Markdown|Open in Claude|
Was this page helpful?
Previous

View account balances

Next

Generate reports

Built with

Trustly assigns a Merchant Administrator to the Merchant Portal. This administrator manages and assigns user access.

To help maintain data security, Trustly recommends that you only grant access to users who have an official company domain email address. Do not use personal email addresses.

Trustly may periodically provide the merchant administrator a list of the merchant’s users who have access to the Merchant Portal. We may request the merchant administrator to attest that the list contains only authorized users of the Merchant Portal. The merchant administrator must respond to any such requests within 30 days to ensure uninterrupted access to the Merchant Portal.

Available roles

The following table lists the roles available to merchants and the access each role provides.

RoleDescription
Merchant AdminHas full access to the Merchant Portal (can add users).
Merchant FullHas full access to the Merchant Portal, except for user management.
Merchant Read OnlyCan only view data in the Merchant Portal (cannot edit).
Merchant Approve TrxnsA limited merchant user role that only approves transactions.
Merchant Refund TrxnsA limited merchant user role that only refunds transactions.
Merchant Cancel TrxnsA limited merchant user role that only cancels transactions.

Authentication types

The merchant’s Merchant Portal authorization type determines their authentication method. The following methods are supported:

  • Standard: General login information that Trustly creates and sends to users to log in.
  • OIDC (OpenID Connect): Single sign-on capabilities through an Okta OIDC configuration with the merchant’s Okta instance.
  • SAML (Security Assertion Markup Language): Single sign-on capabilities through an Okta SAML configuration with the merchant’s Okta instance.

Manage user access

To prevent a user from accessing the Merchant Portal, select Disable on the User Management page.

To reactivate a user, click Reset Password on the User Management page. The user receives an email with instructions to reactivate their account.