> For the complete documentation index, see [llms.txt](https://docs.optty.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.optty.com/partner-onboarding-docs/onboarding-via-portal/onboarding-a-merchant.md).

# Onboarding a Merchant

This page explains how a Parent (Partner) account holder adds a new Merchant beneath them in the Optty dashboard.

Before you begin, ensure you are operating in the Parent account context. The header displays **Partner Name: \[name]** and a yellow banner at the bottom of the screen reads "Your original account is \[name] — Exit this view." If you are not yet in the Parent context, follow the [User Impersonation (Login As)](/partner-onboarding-docs/onboarding-via-portal/user-impersonation-login-as.md) guide first.

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### 1. Navigate to Merchants Management

Select **Merchants Management** in the left sidebar. The **Your Merchants** page opens, listing any Merchants already associated with this Partner account.

![Merchants Management page with + Add New highlighted and Exit this view banner visible](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-853f2adde468eab2fe6a03faffcc5d067e8b89b9%2F.gitbookassets12-parent-merchants-empty.png?alt=media)

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### 2. Add a New Merchant

Click **+ Add New** in the top-right corner of the page.

![Merchants list with + Add New button highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-c8267b5c5b3ed6faa282c7161df25eec74ca562f%2F.gitbookassets02-partners-list%20\(1\).png?alt=media)

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### 3. Enter the Merchant's Name and Save Changes

Enter the **Merchant's Name** in the required field (marked with `*`).

![Add Merchant Details modal with name field and Save Changes button highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-b3ccae2856a84f36f3d0be39b2ea99e58ce2890c%2F.gitbookassets13-add-merchant-modal.png?alt=media)

> 📋 **Note:** **Advance Settings** is available within the modal for additional configuration. This is not required to complete basic onboarding and can be revisited later.

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### 4. Reload the Page to Confirm

The new Merchant will not appear in the list immediately after saving. **Reload the page** to see the updated Merchant list.

![Merchant list after reload with the new merchant entry highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-48ade23b1b6b93db07e3023a8927a6ce4bac2200%2F.gitbookassets14-merchants-list-reload%20\(1\).png?alt=media)

> 📋 **Note:** After saving, you must reload the page before the new Merchant appears in the list.

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### 5. Next Steps

The Merchant is now created and active. From the Merchant row you can:

* Click **Manage Merchant** to configure payment methods and settings.
* Click **Manage Users** to add users to this Merchant account.