Enabling a Payment Method (Parent Account)

As a parent account holder, Pre-configure payment providers at the parent level so merchants under your account can activate them without entering credentials themselves.

1. Open Parent Provider Configuration

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1. Log in to the UPP as a parent account.

2. In the left-hand sidebar, click Parent Provider Configuration.

What you see: A table listing every payment provider that supports parent-level setup

• Provider : Provider's logo image alongside a circular currency flag badge and a currency code label (e.g. AUD)

• Connector : Name of the underlying connector used for this provider / currency combination

• Status : Configured or Not Configured

• Last Updated : Date when configuration was last saved (blank if never configured)

• Actions : a Manage button

2. Configure a provider

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1. Locate the provider you want to set up in the table.

2. Click Manage on that row.

What you see: The form below contains one or both of the following sections depending on the provider: an OAuth connection area and a dynamic credentials form. An Update Configurations button appears at the bottom; it is disabled until all required fields are valid.

Path A : OAuth connection (e.g. PayPal)

Providers that use OAuth for parent-level authorisation display the OAuth connection section above the credentials form.

Path B : Dynamic credential fields

For providers that authenticate via API keys rather than OAuth, the configuration form renders a set of credential inputs defined by the provider.

What you see: A form section with one or more labelled text inputs. Each field label has a small ⓘ information icon immediately to the right. Hovering over the ⓘ shows a tooltip which explains what the credential is and exactly where to find it in the provider's portal.

• Fields marked with a red asterisk (*) are required.

• Fields without an asterisk are optional.

After filling in all required fields, click Update Configurations. The provider's row in the table updates to Configured with the current date in the Last Updated column.

3. Parent-only vs. partially merchant-configurable providers

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Parent-configurable with merchant fallback (example: PayPal)

PayPal supports OAuth at both the parent and merchant level. The merchant's experience depends entirely on whether the parent has completed their OAuth setup first.

When a parent OAuth connection exists:

On the API Credentials tab of the merchant's add wizard, the merchant sees: "Credentials for this provider are managed by [Parent Name]. No additional credentials are required." followed by a Next button.

Clicking Next activates PayPal immediately using the parent's OAuth connection. No action is required from the merchant.

When no parent OAuth connection exists:

The merchant sees the full OAuth credentials step. They can either:

• Click Connect with PayPal to complete their own OAuth redirect flow independently, or

• Enter their own API credentials manually if they have them.

Partially merchant-configurable providers (example: CyberSource)

The parent can configure a shared set of credentials (e.g. a shared API key for a group-level CyberSource merchant account).

4. Bulk enabling a provider across merchants

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For parent accounts, the UPP also provides a Payments Bulk Enable page (accessible from the left-hand sidebar). This page allows you to activate a payment provider for multiple merchants simultaneously. This is the recommended path when onboarding many merchants to the same parent-configured provider at once.