--- title: Establish Processor Access slug: establish-processor-access docTags: createdAt: 2026-06-01T13:20:13.522Z --- # 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 :::hint{type="danger"} 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. ::::ExpandableHeading ### 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: 1. Log in to your Adyen **Customer Area** 2. Go to **Settings > Partner users** 3. Click **Add partner** 4. Enter the Forter Partner email address - **Email**: [processors+Forter@forter.com](mailto\:processors+Forter@forter.com) 5. Select the merchant account(s) Forter should access, or your company account to grant access to all accounts 6. 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 7. Review and confirm by clicking **Add partner**, then acknowledge responsibility for the addition :::hint{type="info"} 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) :::: :::ExpandableHeading ### Braintree 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** ::: :::ExpandableHeading ### Stripe 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](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) ::: :::ExpandableHeading ### 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: 1. Log in to your [PayPal Business Profile](https://www.paypal.com/signin?returnUri=https%3A%2F%2Fwww.paypal.com%2Fmep%2F) 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](https://www.paypal.com/us/cshelp/article/how-do-i-manage-users-on-my-business-account-help274) ::: :::ExpandableHeading ### 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: 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. ::: :::ExpandableHeading ### 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: 1. Log in at [merchantaccount.americanexpress.com](https://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 1. Email -> [customer\_name\_amex@forter.com ](mailto\:customer_name_amex@forter.com) (Insert your store name for \ 5. Assign the role: **Other** 1. Required permission: **Resolve disputes & Manage Disputes** 6. Provide the username & password to your Forter POC ::: :::ExpandableHeading ### Shopify You can share access by creating a **Shopify staff account** with limited permissions. To set up access: 1. Use the user details provided earlier in this guide 2. Uncheck **Full permissions** 3. Enable only: - **Orders** - **Customers** 4. Click **Send Invite** *** 1. From your Shopify admin, go to **Settings** > ***Users***. 2. Click **Add users**. 3. Ensure that the **Admin and Point of Sale** tab is selected. 4. In the **Users** section, click **Add users**. 5. In the **Add user** dialog, enter the email address of the user (using the information in the upper section of this guide) This email is where they'll receive the invitation as well as any email notifications relating to your store. 6. Click **Add Users**. 7. In the **Roles** section, click **Assign**. 8. Select a role, or *create a new role*. Click **Assign** to assign additional roles. 9. In the **Permissions summary** section, review the permissions for all assigned roles. Enable only: - **Orders** - **Customers** 10. Click **Save / Send Invite** [Shopify staff account ](https://help.shopify.com/en/manual/your-account/staff-accounts/create-staff-accounts)documentation ::: :::ExpandableHeading ### 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: 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 Integration Engineer. ::: ::::ExpandableHeading ### 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: 1. 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) 2. 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 3. 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 4. List every merchant/reporting group Forter should cover, so Forter can see cases across all of your accounts 5. Email the completed form to Worldpay Customer Service at [ecommcustomercare@worldpay.com](mailto\:ecommcustomercare@worldpay.com) 6. Within 24 hours, Worldpay emails the new username to your main business contact and relays the temporary password separately by phone 7. Share the username and temporary password with Forter using the secure handoff described in **Final Step: Share Credentials with Forter** below :::hint{type="info"} 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. ::: :::hint{type="danger"} 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.htm) [iQ 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. :::hint{type="danger"} 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. :::