Merchant Onboarding
Summary: Merchant onboarding confirms commercial fit, business identity, operating contacts, permissions, and pilot readiness before activation.
#Before you begin
Prepare:
- The legal business name and trading name.
- Approved operating locations.
- A primary contact.
- A billing or commercial contact, where applicable.
- The team members who need access.
#Onboarding sequence
- Confirm the network purpose and participation terms.
- Submit the required business and location information.
- Complete verification.
- Assign roles using least privilege.
- Configure the merchant profile and approved commercial categories.
- Review data handling and support procedures.
- Complete a controlled readiness check.
#Status
Pilot: Merchant onboarding workflows may differ by deployment and operator policy. Submission does not guarantee acceptance or activation.
#Responsibilities
Merchants are responsible for:
- Keeping business information accurate.
- Ensuring offer terms are lawful and clear.
- Limiting account access to authorized personnel.
#Next steps
- Continue to the merchant portal guide.
- Review the campaign builder.
- If you are part of a security team, review roles and permissions.