Merchant Level

This article explains the actions available at the Merchant level. Keep in mind that the Merchant level is available only when you're associated with more than 1 project and what you can view and the actions you can perform depend on your assigned role.

Switch to Merchant Level

1. The current project name is displayed (if you have more than 1 project) on the left-top side of the screen:

   

2. Click on the project name.

3. Click on "All projects" in the drop-down menu:

   

4. The aggregated page with information from all projects is displayed:

   

5. The "Dashboard" tab is displayed by default. It shows the aggregated view of volume, balance and total transactions of the projects you are associated with.

View Balances

Clicking on the "Balances" tab displays the "Balance" table:

The "Balances" table displays the total assets for the accounts you're associated with. It shows the following information:

Name	Description
Currency	Displays the icon, name and short name that identifies the cryptocurrency.
Amount	Displays the current aggregated amount of tokens/assets in the accounts.
Amount USDT	Displays the current aggregated amount of tokens/assets in the accounts, converted to USDT.

View Operations

Clicking on the "Operations" tab displays the "Operations" table:

The "Operations" table displays the aggregated list of operations for the accounts you're associated with. It shows the following information:

Name	Description
ID	Displays the unique code that identifies the operation on the Portal.
Project	Displays the account where the operation was performed.
Asset	Displays the short name that identifies the cryptocurrency used in the operation.
Amount	Displays the amount of tokens/assets used in the operation.
Type	Displays the type of operation that was performed (deposit, top up, payout, exchange, or settlement).
Status	Displays the current status of the operation (pending, paid, expired, fail, success, or exchanging ).
Created at	Displays the date and time the operation was created.

Click on the ••• icon to display the detailed information card of the operation:

You can filter the "Operations" table to single out the specific operation(s) you want to see. The following filters are available:

Name	Description
Asset from	Select the cryptocurrency used in an exchange operation to convert to another cryptocurrency.
Asset to	Select the cryptocurrency used in an exchange operation to be converted to.
Operation type	Select the the type of operation (deposit, top up, payout, exchange, or settlement) to be displayed.
Status	Select the current status of the operation (pending, paid, expired, fail, success, or exchanging ).
Period	Select the period range to display the operations from (today, yesterday, last 7 days, last 30 days, or custom - select the start and end dates from the calendar).

You can select more than one item from the drop-down menu of the selected filter, and the results will be displayed in an aggregated view (e.g.: Operation type: Deposit and Top up).

You can download the table's information as a report by clicking the 'Download report' button and selecting your preferred file format (CSV or XLSX).

Change Your Password

1. Click on the "Settings" button to display the "Profile" page:

   

2. On the "Password" section, insert the required information:

   

   1. Insert your current password, for security purposes,
   2. Insert the new password.
   3. Re-insert the new password (same as the password inserted as "New password") to confirm.
   4. Click on the "Confirm" button to proceed.
   5. The new password is assigned to your e-mail for login purposes.

Team Management

Clicking on the "Team" button in the "Settings" section of the menu displays the "Team" table with the following information:

Name	Description
Name	Displays the name that identifies the user on the platform.
Project	Displays the project the user is associated with.
Email	Displays the email associated with the user.
Team member type	Displays the role assigned to the user.
Status	Displays the current status of the user (active, unverified, or deactivated).
Joined	Displays the date the user was created on the platform.
Active	Allows to deactivate users (Active or unverified).

Some actions, such as assigning the user to another project or changing the user role may be available in the drop-down menu of the user's row.

You can add a team member by clicking on the "Add a team member" button. The "Create a team member" card is displayed:

The "Create a team member" card requests the following information:

Name	Description
Name	Insert the name to identify the user on the platform.
Email	Insert the email address to associate with the user.
Project	Select the project to associate the user with.
Role	Select the role to assign to the user.

Customize Reports

Clicking on the "Reports" button in the "Settings" section of the menu displays the "Report" options where you can toggle the following automatically generated reports by period:

• Daily
• Weekly
• Monthly

Reports are only sent if there is data to include. Even if a reporting period is configured, no report will be generated or sent if there was no activity during that time.