Assign Locations to an Account

Link locations to an account so that funds are routed to the correct bank account.

For details about required privileges, see Predefined Payment Groups and Privileges.

Note:

• You must be the owner of the account to assign locations.

• You must have access to the location to assign it.

• A location can only be assigned to one account.

• A location must belong to the same country as the account holder to assign it to an account.

• Only locations with complete address details can be linked to an account.

Assign from Accounts Page

1. In Payment Cloud Service, click Accounts at the bottom of the dashboard, and then select the account you want to assign a location to.

2. Click Locations and then click Assign Locations.

3. Select one or more locations. You can filter the results by name, reference, or level and then click Search.

4. Click Assign to complete the process.

Assign from Locations Page

1. In Payment Cloud Service, click Locations at the bottom of the dashboard.

2. Find the location you want to assign, click the actions menu next to the location, and then click Assign Location.

3. Select the Account Holder and the Account you want to assign the location to.

4. Click Assign to complete the process.

Parent topic: Locations