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Managing Merchants

Learn how to add, edit, and manage merchant accounts in the Admin Dashboard.

Adding a New Merchant​

  1. Click the "+ Add Merchant" button in the top right of the merchants table
  2. Fill in the required information:
    • Company Name (required) - The merchant's company name
    • Domain (required) - The merchant's website domain (e.g., example.com)
    • Company Number (optional) - UK company registration number
    • Environment - Select Production, Staging, or Test
  3. Click "Add Merchant" to create the account
Domain Format

Enter the domain without http:// or https:// prefixes. For example, use example.com instead of https://example.com.

Editing a Merchant​

  1. Find the merchant in the table
  2. Click the "⋯" (three dots) button in the Actions column
  3. Select "✏️ Edit" from the dropdown menu
  4. Update the merchant information
  5. Save your changes

Viewing Merchant Details​

  1. Find the merchant in the table
  2. Click the "⋯" (three dots) button in the Actions column
  3. Select "👁️ View Details" from the dropdown menu

The merchant detail view shows:

  • Merchant Information - ID, company name, company number, domain, CreditSafe link
  • Stripe Billing - Customer ID, name, email, phone, address, billing status
  • Contact Information - Contact type, name, email, phone
  • Lender Configuration - Enabled lenders and credit products
  • App Settings - Environment, snippet status, features

Searching and Filtering​

Use the search box to find merchants by:

  • Merchant ID
  • Company Name
  • Domain/URL

The search automatically filters as you type.

Filters​

Use the filter dropdowns to narrow results:

  • Status - Filter by Active, Pending, or Suspended
  • Environment - Filter by Production, Staging, or Test
  • Items per page - Control how many merchants are displayed (25, 50, 100, 200)

Linking Stripe Customers​

  1. Find the merchant in the table
  2. Click "🔗 Link Customer" in the Stripe Customer column (if not already linked)
  3. Or click "⋯" → "🔗 Manage Stripe" to link or update the Stripe connection
  4. Enter the Stripe Customer ID or search for the customer
  5. Save the connection

Once linked, the Stripe Customer column will show the customer ID as a clickable link.

Exporting Merchant Data​

The merchants table supports exporting data:

  • Use browser extensions or copy/paste to export table data
  • All visible columns are included in the export

Best Practices​

  • Use Descriptive Company Names - Make it easy to identify merchants in the list
  • Keep Domains Updated - Ensure merchant domains are current for accurate deployment monitoring
  • Link Stripe Early - Connect Stripe customers when setting up new merchants
  • Use Environments Correctly - Use Test/Staging for development, Production for live merchants

Next Steps​