Creating a reseller

Reseller    

1. Are you ready?
   
   In this tutorial we are going to learn how to create and configure a new reseller.
   
   We will use the following parameters:
   

   Name: My First Reseller
   Code: R001
   
   Deposit Information (bank account where commissions will be deposited):
   Holder Name: My First Reseller LLC
   Account Number: 4099999992
   Routing Number: 021000021
   
   Contact Information:
   John Smith
   300 5th Ave
   New York, NY 10001
   john.smith@email.com
   
2. Log in to the system using your Username and Password and switch to the Management => Reseller Perspective.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
3. Click   Newbutton in the top left section of the screen.
   
4. Locate   Detail  groupbox.
   
   Note: ID and Create Date are read-only fields. They are filled out automatically.
   
5. Enter R001 into the Codetextbox
6. Enter My First Reseller into the Nametextbox
7. Locate   Email Notifications  groupbox
8. Enter john.smith@email.com into the Remittancetextbox.
   
   Note: You can add several emails (comma separated). For example, jack.smith@email.com,rose.smith@email.com.
   
9. Locate   Contact Information  groupbox
10. Enter John Smith into the Contact Nametextbox
11. Enter 300 5th Ave into the Street (line 1)textbox
12. Enter New York into the Citytextbox
13. Select United States in Countrydropdown
14. Select New York in Statedropdown
15. Enter 10001 into the ZIP Codetextbox
16. Locate   Deposit Information  groupbox
17. Enter My First Reseller LLC into the Holder Nametextbox
18. Enter 4099999992 into the Account Numbertextbox
    
19. Enter 021000021 into the Routing Numbertextbox
20. Locate   Notes  groupbox to add additional notes (if needed).
    
21. If you need to configure minimum fees, review this tutorial.
    
22. Click   Savebutton

    screenshot
23. Congratulations, you are done!
    
    You have learned how to create and configure a new reseller. Let’s now learn how to attach a reseller to a merchant.
    

Reseller perspective   Reseller