Merchant operations

Run your partner network from one place.

Manage partner organisations, sellers, territories, submissions and access in the standard channel workspace. Keep commercial arrangements with the relationship and review performance by partner.

Book a demo Explore Account Management →

What it handles

Manage partner organisations, sellers, territories, submissions, access and commercial arrangements.

Channel partnerships are part of the standard platform: onboarding, access, branding, routing, reporting and commercial structures, configured without a separate build for each partner. Explore channel partnerships →

Inside the platform

Meridian / Demonstration environment

Channel partner organisations with seller counts and commercial rates

Partner organisations, seller counts and commercial rates in the standard channel workspace. Actual PilotOS screen using demonstration data.

Account Management capability

What Partner management covers

Manage partner organisations, sellers, territories, submissions, access and commercial arrangements.

01

Partner and seller organisation structures

02

Territories, ownership and submission attribution

03

Role-based access and self-service

04

Commission arrangements and performance reporting

Workflow notes

Partner management in practice

An ISO works with several partner organisations, each with its own sellers and commission agreement. Every merchant submission needs to identify the partner and seller responsible.

What to prepare

Prepare partner and seller structures, territories, access responsibilities and the agreements used to attribute business.

Review the workflow

  1. Trace a submission back to the partner and seller responsible for it.
  2. Review the information each partner should see in self-service.
  3. Check how attribution is carried into performance reporting and commission review.

Should every partner see the whole portfolio?

Define access around the partner relationship and the work being performed. Review test partner accounts during acceptance testing, including records that must remain outside their scope.

Related tools for your team

  • Underwriting controls — Apply structured risk gates, scores, review queues, decisions and escalation paths.
  • Residuals — Import, reconcile, investigate and report residual income across acquirers, merchants and periods.
  • Implementation guide — plan your data move, setup and testing.
  • Payments glossary — understand the terms used in merchant services.

Before you set it up

Set the partner’s sellers, access permissions and commercial terms before inviting them to use the platform.

Continue through Account Management

Related capabilities

See how your team would manage an account.

Choose a typical application or service request. We will walk through the records, responsibilities and follow-up, including where your acquirers and partners are involved.

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