Create a new user using the details provided earlier in this guide. See Adyen’s “Add a new user” page 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.

You can share access to your Braintree portal by adding a new user with restricted permissions.

To grant Forter access:

1. Log in to the Braintree Control Panel
2. Click the gear icon in the top-right corner and select Team
3. Click New User
4. Create a new user using the details provided earlier in this guide
5. 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
6. Select the relevant Merchant Account ID(s) for this user
7. Click Create User

You can grant Forter restricted access by adding a user with the Support Specialist role.

To set up access:

1. Log in to your Stripe account
2. Go to Business Settings > Team
3. Click + New User
4. Use the user details provided earlier in this guide
5. Select the Support Specialist role (which includes Dispute Analyst permissions)
6. Click Invite

View Stripe’s role documentation
How to invite team members

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:

1. Log in to your PayPal Business Profile
2. Go to Profile and Settings > My Settings
3. Under Manage Users, click Get Started
4. Add a new user using the details provided earlier in this guide
5. Enable permissions related to dispute handling
6. Save the user and share login credentials with Forter

For reference: How to manage users on PayPal

You can share access by creating a Shopify staff account with limited permissions.

To set up access:

1. From your Shopify admin, go to Settings > Users and Permissions
2. Click Add staff
3. Use the user details provided earlier in this guide
4. Uncheck Full permissions
5. Enable only:
   • Orders
   • Customers
6. Click Send Invite

In addition to user access, you’ll also need to send Forter your Shopify credentials.

Shopify staff account instructions

You can share access to your Global Payments Dispute Portal by creating a new user with the appropriate chargeback-related permissions.

To grant access:

1. Log in to the Global Payments Merchant Portal
2. Navigate to Account Management > User Management
3. Click Create User
4. 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 implementation contact.

Chase PaymentTech supports chargeback management through its Online Chargeback Management system.

To grant Forter access:

1. Call Chase Merchant Services at 888-886-8869 and request that Online Chargeback Management be enabled for your account
2. 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.

Amex provides a portal for merchants to manage chargebacks.
Enroll here if you haven’t already.

To grant Forter access:

1. Log in at merchantaccount.americanexpress.com
2. Go to My Account > User Administration
3. Click the Create tab
4. Create a new user using the details provided earlier in this guide
5. Assign the role: Other

Required permission: Resolve disputes