Overview
This article provides step-by-step guidance for ISOs to set up the Merchant Portal for their merchants.
It covers key configuration areas, including the gateway connection, scheduled tasks, processor-specific settings, and default permissions.
Completing these steps helps ensure merchants can access their portal accounts with the right permissions and fully synced data.
For instructions on inviting or creating new merchant users, please refer to our Merchant Portal User Management guide.
Prerequisites
- Admin access to Merchant Central and the Gateway Partner Portal
- Valid NMI Gateway API credentials
- Familiarity with processor settings if using TSYS (or other processors that require a Backend MID)
Connect Merchant Central to the NMI Gateway
If you haven’t connected Merchant Central to the NMI Gateway yet, follow the steps in Enabling Direct Boarding to NMI Gateway to set up the connection.
This connection is required to sync merchant data into Merchant Central and enable portal access for merchants. You can sync one or more NMI Gateway accounts to Merchant Central.
Update the NMI Gateway Reporting Scheduled Task
The NMI Gateway Reporting Scheduled Task pulls merchant data from the gateway on a set schedule so the Merchant Portal can display up-to-date merchant information.
To manage the NMI Gateway Reporting scheduled task, follow the steps below:
- Go to Manage → Site Options → Scheduled Tasks.
- Locate NMI Gateway Reporting - Get merchant’s Account Information and click Edit.
- From the NMI Account dropdown, select all accounts that should be synced with Merchant Central, then save your changes.
If you need an immediate update you can run the task manually to pull the latest data right away.
- Click Manually Queue Task.
- Select NMI Gateway Reporting - Get merchant's Account Information.
- Click Queue.
The task is now queued to run. In the Queued Tasks tab, you can track its status and (if needed) change its priority or remove it.
If you don’t have access to the Scheduled Tasks page, contact your support representative.
Configure Backend MID for Gateway Linking
Some processors (such as TSYS) require a Backend MID to link correctly in the portal.
To set the Backend MID, follow these steps:
- In the Gateway Partner Portal, go to Processing Services and click Edit for the processor.
- Enter the Backend MID so it matches the MID in Merchant Central.
After updating the Backend MID, run the scheduled task again to link the merchant right away, or wait for the next scheduled run.
Set Default Permissions for New Merchant Users
Each merchant initially inherits your organization’s default gateway permissions. To configure the organization-wide defaults, see Set Default Permissions for Merchants in the Enable Direct Boarding to NMI Gateway integration guide.
Use the Default Gateway Permissions section to customize the permissions automatically assigned to new users created under a specific merchant. These settings override the organization-wide defaults for that merchant and help ensure its new users receive consistent access without requiring their permissions to be configured individually.
Default permissions are automatically applied to new users under a merchant. This helps ensure consistent access based on the merchant’s needs.
To set default permissions for new merchant users, follow the steps below:
- From the My Merchants page, select the merchant.
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Click the merchant’s MID to open the Manage Merchant page.
- Scroll to the Default Gateway Permissions section.
- Select the permissions you want to assign. Hover over a permission to view its description.
- Click Save Settings in the upper-right corner.