As part of the merchant onboarding process, Trustly will set up access to the merchant portal. The user will receive an email with a temporary password. After selecting the link in the email, the merchant user will change the password and will be granted access to the portal.
Upon login, the user will see the transaction table — easily navigate to various transaction types by selecting the tabs at the top of the table.
|Transactions||Search for any transactions or export results to CSV|
|Recurring Schedules||See all transactions that recur on a set schedule|
|Report||Download the Settlement Reports and Collections File. If set up for RTP, these reports will also be available here.|
|Customer Support||Access user guides and customer support help.|
|User Management||Create or edit merchant portal users|
|OAuth||Setup OAuth Okta Configuration for Single-Sign On|
|SAML||Setup SAML Okta Configuration for Single-Sign On|
|FI Status||Check on the performance of top financial institutions|
Updated 8 months ago