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

Contact your ISO to obtain permissions for each Opt-In Program

Permissions need to be given on the ISO's page under the General Info Tab as well as on your Users Permissions Tab 

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 Partner has permissions for applicable Opt-In reports and functions under your Users permission tree.

They will go to Search Box

They will go to Users Tab to search for your user

They will click Permissions Tab in the Sub Menu

They will expand Permissions Tree

They will check the box next to Terminal Opt-In under General Info

Once you have obtained Opt-In permission, you are able to enable your terminals

Go to Search Box

Enter Affiliate 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, your ISO must register with Visa to accept Visa DCC. This registration is done through their Sponsor Bank.

Enable Partners

Click the drop-down menu button next to the Partner 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."

Opt-In Terminals

Click the Terminals button

NOTE:  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:  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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