Establish Processor Access

overview to operate the chargeback recovery flow end to end, forter requires access to your payment processors this access allows us to receive chargeback notifications directly from the processor (when available) monitor dispute activity and triage failures submit representments and supporting evidence on your behalf how to grant access for each processor you use, create a new user account for forter with access to typical permissions required disputes / chargebacks transactions / reporting evidence upload (if applicable) use the following details when creating the user email processors\@forter com mailto\ processors\@forter com if you are unable to use processors\@forter com mailto\ processors\@forter com , please use clara sloane\@forter com mailto\ clara sloane\@forter com name forter chargebacks phone 1 800 537 0601 address 575 fifth avenue, 29th floor, new york, ny 10017 some processors may require you to contact support to enable user creation or grant dispute permissions please follow your processor’s standard user management process or see detailed platform specific instructions once the account is created, please notify your forter implementation engineer so we can verify access and begin monitoring your chargebacks once set up, forter will monitor your processor portal for new claims and begin submitting dispute packages where applicable adyen create a new user using the details provided above see adyen's manage users page https //docs adyen com/account/users/ for setup instructions in the role and associated accounts section, assign the following permissions merchant standard merchant allowed own password reset merchant system messages merchant dispute management view payments roles in addition to user access, you’ll also need to set up an adyen api key docid 7ukrioncxcpha84j16y1 braintree to grant forter access log in to the braintree control panel click the gear icon in the top right corner and select team click new user create a new user using the details provided earlier in this guide assign the following permissions transactions view and download transactions (with masked payment data) reporting create, run, and download reports dispute management view, manage, and contest disputes select the relevant merchant account id(s) for this user click create user stripe you can grant forter restricted access by adding a user with the support specialist role to set up access log in to your stripe account go to business settings > team click + new user use the user details provided earlier in this guide select the support specialist role (which includes dispute analyst permissions) click invite view stripe’s role documentation https //docs stripe com/get started/account/teams/roles#dispute analyst how to invite team members https //support stripe com/questions/invite team members or developers to access your stripe account paypal you can grant forter limited access to your paypal business account by assigning a dispute specialist role with permissions to the dispute resolution center required permissions read seller dispute update seller dispute to set up access log in to your paypal business profile https //www paypal com/signin?returnuri=https%3a%2f%2fwww paypal com%2fmep%2f go to profile and settings > my settings under manage users , click get started add a new user using the details provided earlier in this guide enable permissions related to dispute handling save the user and share login credentials with forter for reference how to manage users on paypal https //www paypal com/us/cshelp/article/how do i manage users on my business account help274 shopify you can share access by creating a shopify staff account with limited permissions to set up access from your shopify admin, go to settings > users and permissions click add staff use the user details provided earlier in this guide uncheck full permissions enable only orders customers click send invite in addition to user access, you’ll also need to send forter your shopify credentials docid\ o6a3flboiebs4hbskpvow shopify staff account instructions https //help shopify com/en/manual/your account/staff accounts/create staff accounts global payments you can share access to your global payments dispute portal by creating a new user with the appropriate chargeback related permissions to grant access log in to the global payments merchant portal navigate to account management > user management click create user use the user details provided earlier in this guide assign the following permissions view transaction search export reports view reports view chargebacks reports dispute edit access be sure to select all dispute permissions under the dispute roles section once completed, click create user an email invitation should be sent to forter automatically if not, notify your forter integration engineer chase chase paymenttech supports chargeback management through its online chargeback management system https //www chase ca/en/support/managing your account/chargeback management system to grant forter access call chase merchant services at 888 886 8869 and request that online chargeback management be enabled for your account once enabled, create a new user using the details provided earlier in this guide this user should have access to view and respond to chargebacks electronically american express amex provides a portal for merchants to manage chargebacks enroll here https //www americanexpress com/us/merchant/support center/disputes/logging in and enrolling html if you haven’t already to grant forter access log in at merchantaccount americanexpress com https //merchantaccount americanexpress com go to my account > user administration click the create tab create a new user using the details provided earlier in this guide assign the role other required permission resolve disputes final step share credentials with forter once you've created user accounts for forter, most processors will automatically send an invitation email to mailto\ processors\@forter com the forter recoveries team will complete the setup from there if a processor does not send an automatic invite, please manually generate login credentials for the forter user save the credentials in a txt file using the file naming convention "jcbr yoursitename processorname" and upload it securely to your s3 folder https //portal forter com/app/integration/docs/secure file transfer once completed, notify your forter recoveries contact to validate access