Add Account Holder

Create an account holder within the organization.

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

More than one account holder record can be added to match the business structure.

The status is reflected in the dashboard and landing page.

When an account holder is added:
  • The person who created the account holder becomes the owner.

  • An account is automatically created for that account holder.

  • If their group has the Add/Update Accounts privilege, then they become the owner of the automatically created account and any other accounts they add. They can also grant ownership of these accounts to other users.

  • Each account holder must be verified and each requires a separate Payments Order Document.

  1. In Payment Cloud Service, click Account Holders at the bottom of the dashboard, and then click Add Account Holder.

    Note:

    You may see a prompt on the dashboard if:
    • There are no existing account holders in the organization, then you will be prompted to add the first account holder.

    • You have account holder privileges but do not own any account holders, then you will be prompted with a note that account holders do exist, but you don't own them.

  2. Select the country if available and then enter the legal business name of the account holder, email, phone number, and address. The legal business name appears on the credit card statements of guests and should match business banking details so it can be verified. Use the legal business name even if the doing business as (DBA) name is different.

    Note:

    • The guest card statement descriptor can be changed from the legal business name by updating the descriptor in the Details page of the account holder. See Add Guest Check Card Statement Descriptor to Account Holder for more details.

    • The address can only be updated once verification begins, you can do this in the Details page of the account holder by clicking Update Company Details.

  3. Click Add.
A second account holder can then be added by following the same steps, requires a separate Payments Order Document.