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) 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

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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

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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

📋 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

📋 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.