Your platform settings
Work with merchant records from your browser, wherever the day takes you.
Give field staff, partners and merchants responsive browser access to selected tasks. Capture information, upload documents and make updates against the same records used at the office.
What it handles
Support selected field, partner and merchant tasks through browser access to the same merchant records.
This page covers responsive browser access. Explore white-label native apps → One native app is available for staff, partners and merchants, with features chosen for each user type.
Platform capability
What Responsive access covers
Support selected field, partner and merchant tasks through browser access to the same merchant records.
01
Responsive browser-based experiences
02
Navigation and actions by user role
03
Field capture, documents and quick updates
04
Shared records with desktop and API workflows
Workflow notes
Responsive access in practice
A field representative needs to review a merchant record and continue selected tasks from a phone or tablet browser while away from a desk.
What to prepare
Prepare the devices, browser versions, connectivity conditions and field tasks included in your rollout.
Review the workflow
- Review the task on a phone and tablet used by your team.
- Check legibility, navigation and document handling in the browser.
- Agree which tasks require connectivity and which delivery options are separately scoped.
Should responsive access be assumed to work offline?
No. Responsive layout describes how the interface adapts to a screen. Offline behaviour and standalone native apps should be confirmed separately for the tasks and package under discussion.
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.
Before you set it up
Choose the field and self-service tasks you need in the browser. White-label native apps are a separate option.
Continue through Platform
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