Overview
Document Labels in Merchant Central allow you to organize documents and control access to lead and merchant files using customizable labels. This feature helps partners streamline document management, improve team collaboration, and enforce role-based access controls.
Users can assign labels to documents during upload in Merchant Central.
In addition, system-generated documents are automatically labeled based on predefined settings.
Once a document is assigned a label, it inherits the upload, download, and delete permissions associated with that label. This allows you to control which actions different user roles can perform on specific document types.
How Document Labels Work
Document labels act as categories that can be applied to documents within leads, merchants, Helpdesk tickets, or TurboApp submissions.
For example, if you create a label called Merchant Statement and assign Download and Upload permissions to the Sales Rep user class for documents originating from the lead page, Sales Reps will be able to:
- Download merchant statements from the lead page
- Upload a document on the lead page and tag it with the Merchant Statement label
Because the Sales Rep is not granted the Delete permission, they will not be able to delete any merchant statements (the delete icon is disabled on the lead page).
You can configure similar permissions for documents originating from the Merchant page, Helpdesk, or TurboApp, and assign them to the appropriate user roles.
Document labels can also be used to automate copying files from Helpdesk tickets to linked leads, reducing manual effort and keeping documents synchronized.
File copying can be automated based on the following actions:
- When you upload a file to a ticket with a specific label, the file is automatically copied to the linked lead
- When a ticket is resolved, all files with a specific label are automatically copied to the linked lead
Adding Labels
To add a label:
- Navigate to Manage → Documents → Labels
- Click Add New Label
- Enter the label name
- Select the Helpdesk file copy behavior:
- Automatic: Files uploaded to a Helpdesk ticket are automatically copied to the linked lead (you can choose the attachments tab if multiple are available)
- Prompt: When a ticket is resolved, users are prompted to select which files to copy
- Never: Files are not copied
- Click Add
- The new label is saved. You can edit it later using the available action shortcuts.
Editing Labels
To edit a label:
- Navigate to Manage → Documents → Labels
- Locate the label and click Edit on it
- Update the label settings and save your changes
Deleting Labels
To delete a label:
- Navigate to Manage → Documents → Labels and locate the label
- Click Delete on the label and confirm the deletion
☝️If a label is assigned to one or more documents, you must first reassign those documents to a different label before deleting it. A pop-up will prompt you to select a new label and complete the reassignment.
ℹ️ The Delete button is disabled for system labels, as they cannot be removed.
Configuring Label Permissions
To add new label permissions:
- Navigate to Manage → Documents → Labels and locate the label
- Click Permissions on the label you want to update
- Select the permission Scope (User, User Class, or User Group)
- Choose the relevant entity under Selection (the dropdown updates automatically based on your scope selection)
- Select the document Source (Lead, Merchant, Helpdesk, or TurboApp)
- Use the toggle switches in the Download, Upload, and Delete columns to enable or disable permissions. A red X indicates a disabled permission, while a green checkmark indicates an enabled permission.
- After making your selections, click the Plus icon in the Action column to add the permission.
- The permission is added to the table. You can continue adding more permissions as needed. To remove a permission, click the X icon in the Action column.
- After adding all required permissions, click Save Permissions to apply your changes.
ℹ️ TurboApp permissions are only available to users with TurboApp access.
To update label permissions, reopen the permissions table and add or remove entries as needed.