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+customername\@forter com mailto\ processors+customername\@forter com , (for example processors+forter\@forter com mailto\ processors+forter\@forter com or processors+googleslides\@forter com mailto\ processors+googleslides\@forter com ) if you are unable to use processors+customername\@forter com mailto\ clara sloane+customername\@forter com , please use clara sloane+customername\@forter com mailto\ clara sloane+customername\@forter com name forter chargebacks phone 1 800 537 0601 address 575 fifth avenue, 29th floor, new york, ny 10017 if you are setting up american express (amex), please use the following email address and reach out to your forter implementation engineer customer name amex\@forter com mailto\ customer name amex\@forter com for example ( forter amex\@forter com mailto\ forter amex\@forter com ) 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 adyen requires external companies like forter to be added as a partner user https //docs adyen com/account/users/partner users rather than a standard customer area user to grant forter access log in to your adyen customer area go to settings > partner users click add partner enter the forter email address provided above select the merchant account(s) forter should access, or your company account to grant access to all accounts assign the following user roles merchant standard — enables basic login access to the customer area view payments — allows forter to look up the payments tied to disputes merchant dispute management — allows forter to view and manage chargebacks/rfis and upload supporting evidence review and confirm by clicking add partner , then acknowledge responsibility for the addition setting up a partner user requires the merchant admin role (or merchant user management ) on your own adyen account, along with access to the merchant accounts and roles you're assigning to forter in addition to user access, you’ll also need to set up an adyen api key docid\ p mads2cde8fbw ikoqdl 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 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 if you are setting up american express (amex), please use the following email address and reach out to your forter implementation engineer customer name amex\@forter com mailto\ customer name amex\@forter com for example ( forter amex\@forter com mailto\ forter amex\@forter com ) 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 email > customer name amex\@forter com mailto\ customer name amex\@forter com (insert your store name for \<customer name> assign the role other required permission resolve disputes & manage disputes provide the username & password to your forter poc shopify you can share access by creating a shopify staff account with limited permissions to set up access use the user details provided earlier in this guide uncheck full permissions enable only orders customers click send invite from your shopify admin, go to settings > users click add users ensure that the admin and point of sale tab is selected in the users section, click add users in the add user dialog, enter the email address of the user ( \<font color="#2167b0">using the information in the upper section of this guide\</font> ) this email is where they'll receive the invitation as well as any email notifications relating to your store click add users in the roles section, click assign select a role, or create a new role click assign to assign additional roles in the permissions summary section, review the permissions for all assigned roles enable only orders customers click save / send invite shopify staff account https //help shopify com/en/manual/your account/staff accounts/create staff accounts documentation 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 worldpay vantiv worldpay's ecomm iq reporting and analytics portal (formerly vantiv) does not let merchants create their own users instead, you request the forter user by submitting worldpay's iq user request form to worldpay customer service to grant forter access request the iq user request form (an excel spreadsheet) from your worldpay relationship manager, or from worldpay customer service at ecommcustomercare\@worldpay com mailto\ ecommcustomercare\@worldpay com complete the form using the user details provided earlier in this guide employee name forter chargebacks job title chargeback analyst phone 1 800 537 0601 time zone eastern time (new york) email processors+customername\@forter com mailto\ processors+customername\@forter com address 575 fifth avenue, 29th floor, new york, ny 10017 note the following permissions on the form search transactions — allows forter to look up the transactions tied to disputes view chargeback — allows forter to view your chargeback cases view chargeback dispute inbox — gives forter access to the dispute inbox where cases are worked update chargeback — allows forter to respond to cases and attach supporting documents view chargeback compliance report — allows forter to monitor your chargeback ratios list every merchant/reporting group forter should cover, so forter can see cases across all of your accounts email the completed form to worldpay customer service at ecommcustomercare\@worldpay com mailto\ ecommcustomercare\@worldpay com within 24 hours, worldpay emails the new username to your main business contact and relays the temporary password separately by phone share the username and temporary password with forter using the secure handoff described in final step share credentials with forter below worldpay requires every iq user to have their own account and will not create generic or shared accounts, so the forter user must be requested as its own named user worldpay delivers the temporary password by phone to your main business contact — it never reaches forter directly this processor always requires the manual credential handoff, so plan to upload the credentials to your secure s3 folder once you receive them iq user account requirements https //support worldpay com/support/iq reporting and analytics user guide/content/user accounts htmiq reporting and analytics user guide (pdf) http //support worldpay com/support/pdf/worldpay iq reporting and analytics user guide pdf final step share credentials with forter once you've created user accounts for forter, most processors will automatically send an invitation email to processors\@forter com mailto\ processors\@forter com the forter implementation 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