Merchant user metrics ensure that ISOs know exactly which merchants are taking advantage of IRIS CRM’s Merchant Portal, and will help increase adoption among merchants that haven’t yet received access.
An increase in merchant users engaging with your portal boosts stickiness and drives more revenue for your payments business.
After a merchant user has been invited or provided access to their merchant portal, you will see a briefcase icon next to their merchant name on the Merchant Details page of the ISO view.
You can hover over this icon for a quick view of the number of merchant users for the selected merchant location:
Clicking this icon will pop up a report that includes a list of merchant users, the date and time of their last login, the number of Helpdesk tickets they’ve submitted, and how many users have signed in over the past 30 days:
You can also invite new merchant users directly from the popup.
Simply enter the merchant’s email and IRIS CRM will send an invite for your private-labeled merchant portal:
The recipient will now be added to the list of merchant users, with an “Invited” status.
You can resend the invitation by clicking the Refresh icon to the right of the invited user status:
To show or hide deactivated users for the merchant simply toggle the Show Deactivated Users checkbox: