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Merchant Management Setup

This section describes how to create and manage merchant accounts in your portfolio. When you finish setting up, your merchants can process payments.

Merchant management consists of two tasks:

Creating templates that determine how your merchants use your enabled services.

Adding merchants within your organization that can use your enabled services.

Visa Acceptance Platform recommends you perform merchant management tasks in your test portfolio account first, and when you are ready, duplicate these tasks in your production portfolio account.

Merchant Creation Set-Up Tasks

Complete these tasks to create, configure, and test merchant accounts in your partner portfolio:

Create a set of templates for all of the services enabled for your portfolio. See Create Templates for Services.

Create a merchant account. See Create Merchant Accounts.

Perform a payment transaction for one or more of the services enabled for your portfolio.

Provide your merchants with their Business Center account credentials and the instructions they need to use their account.