Partner Hierarchy Overview

Optty uses a three-tier account hierarchy to organise the relationships between resellers, partners, and end businesses. Understanding this structure is important before onboarding new accounts or configuring access.

Grandparents are typically whitelabel resellers. They sit at the top of the hierarchy and are responsible for onboarding and managing Partner accounts beneath them. Optty's platform may be presented under a Grandparent's own branding.

Parents manage one or more Merchant accounts. They can configure payment methods and users on behalf of their merchants, and can impersonate merchant users directly via the Login As feature. Merchants are the end businesses that accept payments through Optty.

Tier
Manages

Grandparent

Parents and Merchants

Parent

Merchants

Merchant

Payment Methods, Integrations, Users

Each tier supports multiple users with configurable permissions. For setup instructions, see the pages below.

  • Onboarding a Parent

  • Onboarding a Merchant

  • Onboarding a User

  • User Impersonation (Login As)

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