Reseller Overview and Capabilities
What is a Reseller?
A reseller is an entity that manages multiple merchants, offering them a range of services such as payment gateways, merchant creation, and dashboard management. Resellers act as intermediaries, enabling merchants to use the reseller's platform for their day-to-day operations, while also maintaining control over multiple merchants in a centralized manner.
Resellers provide services to merchants, allowing them to:
Manage their dashboard and analytics
Access gateways
Utilize features and tools that resellers configure for them.
Reseller Capabilities
As a reseller, you have access to a variety of powerful features to manage your merchants effectively:
1. Merchant Creation
Resellers can create new merchants on the platform, either individually or in bulk. This allows for easy onboarding of multiple merchants, streamlining the management process for resellers handling large merchant networks.
2. Bulk Gateway Creation for Merchants
In addition to merchant creation, resellers have the ability to set up payment gateways in bulk for their merchants. This helps resellers provide a consistent gateway experience across multiple merchants with minimal effort.
3. Restricted Gateway Access for Merchants
Resellers can restrict which payment gateways are visible to their merchants. This means that merchants will only see and have access to the gateways that the reseller decides to make available, allowing resellers to control the payment options their merchants can use.
4. Switch to Merchant View
Resellers have the ability to switch to the view of any merchant they manage and see the exact dashboard that the merchant is seeing. This helps resellers troubleshoot issues, provide support, and monitor merchant activities seamlessly.
Switch to Merchants
5. Comprehensive Analytics for All Merchants
Resellers can view and manage aggregated analytics across all their merchants in one centralized dashboard. This enables them to track performance, transactions, and key metrics for all merchants they oversee, without needing to log into each merchant's account individually.
Consolidated Analytics View
6. Maker & Checker Capability
Resellers can enforce a Maker & Checker workflow, where one user can create or initiate actions (Maker), and another user must approve them (Checker). This ensures an extra layer of oversight and compliance within the reseller's operations.
7. User Management Under Reseller Admin
There is one admin user for each reseller, who has the ability to create an unlimited number of users under them. This allows resellers to delegate specific roles and responsibilities across a team while maintaining centralized control.
8. Merchant Access Restrictions for Reseller Users
Resellers can limit which merchants are visible to specific reseller users. This allows for fine-grained control over which merchants a user can manage or view, giving resellers the flexibility to assign users to specific merchant groups.
9. Reseller-Level Webhooks
Resellers have access to reseller-level webhooks, which allow them to receive all merchant-related webhook events. This means that any webhook triggered for a merchant can also be sent directly to the reseller, providing real-time data and event tracking across their entire merchant network.
10. Aggregated Reports & Alerts
At the reseller level, reseller users can set up aggregated reports and alerts to monitor the performance of all merchants under their management. These reports provide consolidated insights, allowing resellers to track key metrics such as transaction volumes, gateway performance, and merchant activity. Alerts can be configured to notify reseller users of critical events or thresholds, ensuring that any performance issues are addressed proactively.
Key Features at a Glance
|
Capability
|
Description
|
|---|---|
Merchant View Switching
| Resellers can switch to a specific merchant’s dashboard and see what they are seeing.
|
All Merchants Analytics
| Centralized analytics dashboard for viewing metrics across all merchants.
|
Create Merchants
| Ability to create merchants individually or in bulk.
|
Bulk Gateway Creation
| Set up gateways for multiple merchants at once.
|
Gateway Access Control
| Restrict which payment gateways are visible to merchants.
|
Maker & Checker Workflow
| Ensure a dual approval process for actions through maker/checker roles
|
User Management for Reseller Admin
| Admin can create unlimited users with specific access control.
|
Merchant Access Restrictions
| Limit which merchants a reseller user can manage.
|
Reseller-Level Webhooks
| Receive all webhook events triggered by any merchant in your network.
|
Aggregated Reports & Alerts
| Set up reports and alerts to monitor the performance of all merchants.
|
By utilizing these capabilities, resellers can efficiently manage their merchants, offering them customized tools and dashboards while maintaining centralized control and oversight. The ability to set up aggregated reports and alerts adds another layer of monitoring, allowing resellers to proactively manage merchant performance.