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
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