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: [email protected], (for example [email protected] or [email protected])
- If you are unable to use [email protected], please use [email protected]
- 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
[email protected] for example ([email protected])
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.
Final Step: Share Credentials with Forter
Once you've created user accounts for Forter, most processors will automatically send an invitation email to [email protected]. 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. Once completed, notify your Forter Recoveries contact to validate access.