Getting Started

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.

Navigating 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.

Section	Description
Transactions	Search for any transactions or export results to CSV
Report	Download the Settlement Reports and Collections File. If set up for RTP, these reports will also be available here
Recurring Schedules	See all transactions that recur on a set schedule
Account Balance	If set up for RTP, the user will see on-time information on your account balance
User Management	Create or edit merchant portal users
VIP Program	If set up for VIP, the user can set the program by bulk uploading customers through a single CSV file
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
Notifications	If set up for RTP, the user can set up low funds notifications for your account
Auto Top-Ups	If set up for RTP, merchants can maintain their RTP account balance by automatically transferring funds from their ACH account
Help	Access user guides and customer support help