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Assemble Your Operations Team

Setting up and maintaining a portfolio requires the coordinated efforts of business and technical staff. Your team might include network administrators, product owners, project managers, implementation managers, solution managers, and product developers. Members of your deployment team have the collective responsibility for these tasks:

Portfolio Hierarchy

Platform Features Overview

Portfolio Set-Up Tasks

Merchant Management Setup

Bill Payment Set Up

Reports Set Up

Assigning Roles and Users

Each staff member should have their own user account with specific roles and permissions to access and perform tasks within the Business Center. The Portfolio Administrator can create their user
accounts and assign their roles
in the Visa Acceptance Platform.

Roles: Roles
enable you to give a user access to specific services in the Business Center, such as Reports and Transaction Search. The Business Center offers default roles, but you can also create new roles that support your business model. Roles must also be given a set of permissions
for each service. Permissions determine a role's duties and the level of access to a service.
Users: User
accounts are for accessing and performing tasks in the Business Center. Each member in your organization should have their own unique user account. Users must be assigned to a merchant ID
(MID) or transacting MID
, which determines the data that the user can access. A user must also be assigned a role that determines which features and security the user can access.

As a partner, you should consider that the individuals in your portfolio organization who are given permission to log in to the Business Center will have access to personal identifiable information (PII).

For more information about how to create roles and users, see Create Roles and Create Users in the Portfolio Setup section.