Instructions for client

Provide your Encytro (formerly PCI Compliance LLC) API login to CRM Support.

Instructions for CRM Support

1. Enable the two meta values with PCI in the name.
2. Make sure that at least the Admin and System Admin user classes have the PCI Management permission.
3. Add in the logins, per sysprin, and set a Processor name with each login.
4. Set the same Processor name in the Encytro portal.
5. Enable the PCI vendor on the Manage Processors page.
6. Make sure PCI Compliance section shows for the necessary user classes in Merchant Profile.
7. Check that the email template meta values are set and that the merchants have email addresses in their Account Status.
8. Schedule the Sync and Purge tasks.
9. Ask the client if they want Auto Board to occur and if so schedule that task.
   
   Note: The vendor's tab in The Scoop will not show until merchants have status info.