Once a merchant has been boarded using the TurboApp, you may invite the merchant's users to self-enroll in your CRM. After the enrollment process has been completed the users will be able to log into the CRM with their own credentials and:
- Receive daily settlement reports via SMS or e-mail
- View the transaction history
- Monitor sales growth trends
- Export financial data to create custom reports
In addition to sending user invitations manually from the Manage Merchant page, you can also have the invitations sent out automatically to merchants after they get their first batch in the CRM.
Sending User Invitations
To send a self-enrollment invitation to a user open the Merchant Management page via the Manage > Administration > Merchants > Merchant Management menu, and locate and open the merchant you wish to edit.
On the Manage Merchant page which opens, enter the user's email in the Merchant Invitation widget and click Send:
The user will now receive an email with your invitation and a link to the enrollment form. When the user clicks on the link, the enrollment form will open with the Merchant's ID number already filled in.
The user can now click Continue to move on to the next step of the enrollment process:
In the next step, the user will need to fill in additional required information and click the Verify Information button:
The last step requires the user to enter their profile information, and optionally to select the additional verification and notification options.
Once the information has been filled in, the user can click the Create my account button:
Once the account has been created a confirmation message will appear, asking the user to check their email and click on the provided activation link in order to complete the registration process:
Finally, after the user clicks on the activation link, another confirmation message will be shown from where the user can go to the Login page using the provided button:
Once logged in, the user will gain access to their Merchant account information:
The user can also update their user settings at any time by clicking on their username in the top-right corner and clicking the Settings option, which will open the Settings page:
Sending User Invitations Automatically
To enable automatic sending of self-enrollment invitations, go to Manage > Administration > System Admin Tools > Scheduled Tasks, and click Add Task on the Scheduled Tasks tab.
Select the "Merchants - Self-Enrollment Emails" task type, and configure the remaining task settings according to your needs.
When finished click Add and the new task will be saved:
The new task will now run according to the schedule that you set and it will send the self-enrollment invitation emails to the newly boarded merchants who have started receiving batches in the CRM.
You can control how far back the task should go when looking for newly boarded merchants using the "Days" setting on the scheduled task.
Linking a User to Multiple MIDs
After a user has created an account in your CRM, they will be linked to the same MID that they were invited from. If needed, the user can also be linked to other additional MIDs.
To link a user to another MID, go to Manage > User Accounts, and locate and open the user you wish to edit.
On the user's settings page, use the Merchant Access Permissions widget in order to select the new merchant account that the user will be linked to, and click Link:
You will now see a confirmation message indicating that the user has been successfully linked to the additional account:
When the merchant logs in the next time they'll find a new drop-down menu which enables switching between the different merchant accounts: