Provisioning Settings 
Type: Form
Description: Provides access to the provisioning profiles creation and management options.
Items:
Provisioning List |
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Includes the list of provisioning profiles associated with the selected portfolio.
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Profile Code
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Code of the provisioning profile that belongs to this portfolio. References: Provisioning Settings.Code |
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Profile Name
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One of the provisioning profile names that are connected to this portfolio. References: Provisioning Settings.Profile Name |
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Create Date
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Date when the provisioning profile was created. References: Provisioning Settings.Create Date |
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Active
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Indicates whether the record is active in the system. References: Provisioning Settings.Is Active |
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Provisioning Modify
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Allows to modify the selected provisioning profile. Opens Form: Settings |
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Delete Provisioning Settings
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Removes the selected provisioning profile from the system. |
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Add
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Allows to add a new provisioning profile to the portfolio. Opens Form: Settings |
Settings |
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Includes settings that allow creation of a new provisioning profile or modification of the selected one.
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Save
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Saves all changes on the form. |
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Close
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Closes the form without saving any changes. |
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Additional Fields
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Allows to enter business information that will be associated with the selected provisioning profile. |
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Portfolio Code
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Code of the provisioning profile that belongs to this portfolio. References: Provisioning Settings.Portfolio Code |
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Create Date
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Date when the provisioning profile was created. References: Provisioning Settings.Create Date |
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Active
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Indicates whether the record is active in the system. References: Provisioning Settings.Is Active |
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Code
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Code of the provisioning profile that belongs to this portfolio. References: Provisioning Settings.Code |
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Profile Name
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One of the provisioning profile names that are connected to this portfolio. References: Provisioning Settings.Profile Name |
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URL
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URL address that enables provisioning on the provider's portal. References: Provisioning Settings.URL |
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Username
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Name associated with this provisioning profile user account. References: Provisioning Settings.User Name |
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Password
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Password associated with this provisioning profile user account. References: Provisioning Settings.Password |
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View Value
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Allows to see or modify the entered password.
Note: User should re-enter personal password for additional authentication to view the value. |
Business |
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Includes various business information associated with the provisioning profile.
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Company Id
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Name of the merchant used in business information. References: Provisioning Transaction.Business Info Business Name |
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First Name
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First name of the primary business owner. References: Provisioning Transaction.Business Owner Primary First Name |
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Last Name
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Last name of the primary business owner. References: Provisioning Transaction.Business Owner Primary Last Name |
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Street 1
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Street1 of the company's mailing address. References: Provisioning Transaction.Business Info Street 1 |
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Street 2
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Street2 of the company's mailing address. References: Provisioning Transaction.Business Info Street 2 |
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City
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City of the company's mailing address. References: Provisioning Transaction.Business Info City |
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State
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State of the company's mailing address. References: Provisioning Transaction.Business Info State |
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Country
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Country code of the company's mailing address. References: Provisioning Transaction.Business Info Country Code |
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Zip Code
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ZIP/postal code of the company's mailing address. References: Provisioning Transaction.Business Info ZIP Code |
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Phone
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Phone number of the primary business owner for discussing any processing issues. References: Provisioning Transaction.Business Owner Primary Phone |
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Customer Service Phone
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Service phone of the customer used for discussing any processing issues. References: Provisioning Transaction.Business Info Customer Service Phone |
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Email
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Email address of a company. References: Provisioning Transaction.Business Info Email |
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Merchant Category Code
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Code of the associated category of the merchant. References: Onboarding Business Info.Merchant Category Code |
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Account Number
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Number of the deposit account assigned by the bank. References: Onboarding Business Info.Deposit Account Number |
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Routing Number
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Routing number of the bank deposit account. References: Onboarding Business Info.Deposit Routing Number |
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Max Transaction Amount
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Maximum allowed amount of transactions. References: Onboarding Business Info.Max Transaction Amount |
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