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.
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.
2. Add a New Merchant
Click + Add New in the top-right corner of the page.
3. Enter the Merchant's Name and Save Changes
Enter the Merchant's Name in the required field (marked with *).
📋 Note: Advance Settings is available within the modal for additional configuration. This is not required to complete basic onboarding and can be revisited later.
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.
📋 Note: After saving, you must reload the page before the new Merchant appears in the list.
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.
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