Platform / 04
Platform
Your platform settings
Run the platform under your brand and on your terms.
Set up your brands, user access, fields and reports around the way your ISO works. Manage several businesses on the same platform while keeping their records and permissions separate.
Inside the platform
Meridian / Demonstration environment
Meridian branded web sign-in page
01
Separate records by business and brand
02
Choose what each user can see and do
03
Manage settings and reports across your teams
Capabilities
Make PilotOS fit the way you run your business.
Choose your branding, define user permissions and configure the fields and stages your teams need. Give staff, partners and merchants access to the relevant parts of the platform.
01
Tenant & brand controls
Manage domains, visual identity, configuration and operational separation across businesses and brands.
02
Identity & access
Apply role-based permissions, scoped access and approval controls across teams and external users.
03
Audit & governance
Record important administrative and operational actions for review and accountability.
04
Responsive access
Support selected field, partner and merchant tasks through browser access to the same merchant records.
05
Dashboards & reporting
Build operational and executive views around the metrics each team needs to manage.
06
Configuration & feature controls
Adapt navigation, workflows, fields and enabled capabilities within the same platform.
Keep the next team in the loop
Decide who can change branding, user access and platform settings. Agree how changes are approved and communicated to the teams and partners they affect.
Related tools for your team
- Merchant portal — Provide a branded self-service experience for applications, documents, statements, support and account activity.
- API & webhooks — Exchange data and events with acquirers, providers, customer systems and internal services.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Show us your brands and team structure.
We will walk through brand settings, user roles and approval rights, then show how to configure the platform for your organisation.