(ISOs) Opt-In Programs | Bulk Opt In/Out Terminals

Go to Search Box

Enter an ISO Name

Click General Info Tab in the Sub Menu

Opt-In Programs are located on the right-hand side of the screen

Click drop-down menu

Choose the Opt-In Program to be opted into

NOTICE (1) Opt-In Feature "Remote Key Loading" (RKL) added to drop-down menu November 4, 2019*

*Functionality of RKL is set to be completed in a future sprint.

NOTICE (2) To participate in the Visa DCC Opt-In option, an  ISO must register with Visa to accept Visa DCC. This registration is done through your Sponsor Bank who will submit a DCC Program Registration Form on your behalf and will notify Switch Commerce that the registration is complete.

Enable Partners

 

Click the drop-down menu button next to the ISO Name

Check the box next to the Partner Name to enable a Partner

Click Save

Green pop up box will read "Partner Opt-In. Your partner opt-in changes were saved successfully."

For an Affiliate to be able to enable terminals, an ISO would enable the Partner as shown in step one above, and then ensure that the Affiliate has permissions for applicable Opt-In reports and functions under their Users permission tree.

Go to Search Box

Go to Users Tab to search for a user

Click Permissions Tab in the Sub Menu

Expand Permissions Tree

Check the box next to Terminal Opt-In under General Info

Optional Items are Terminal List Opt-In report under Terminals Reports & Partner List Opt-In Program under Merchant Reports

Opt In/Out Terminals

Click the Terminals button

NOTE:  If an edit to terminals needs to be done for a Partner who has already been enabled and the checkbox is checked, you must click on the Partner Name to be able to see the blue terminals button.

Bulk Opt-In Terminals

The Advanced Search modal will pop up

Click Select All 

Click Add Selected Items

The items selected will then be moved from the Results Tab to the Selected Tab

Go to Selected Tab

Click Save

Green pop up box will read "Terminal Opt-In # terminals were opted-in and # terminals were opted-out successfully."

Bulk Opt-Out Terminals

Click the blue Terminals button next to the Partner 

NOTE:  If an edit to terminals needs to be done for a Partner who has already been enabled and the checkbox is checked, you must click on the Partner Name to be able to see the blue terminals button.

Go to the Selected Tab

Click Select All

Click Remove Selected Items

Click Save

The terminals will then be opted out

NOTE:  If you bulk opt-in terminals, and then bulk opt-out terminals without having saved in between then you are reverting the action back to how it originally was and thus will receive a blue cash message that reads "There were no terminal opt-in changes to save."  However, if you select all terminals, add selected terminals, and save BEFORE going back in to select all terminals, remove selected, and save you will receive a green cash message that reads "0 terminals were opted-in and 1 terminal was opted-out successfully" (EXAMPLE).

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