Assign Locations to a Business Account

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

Note:

• You must be a user of the business account to assign locations, meaning you have full control of the account.
• You must have access to the location to assign it.
• A location can only be assigned to one business account.
• A location must belong to the same country as the business to assign it to a business account.
• Only locations with complete address details can be linked to a business account.

Assign from Onboarding Step 6

1. Click Begin, and then click Assign Location for the business account you want to assign the location to.
2. Select one or more locations and then click Continue.
   • To add a one or more sub-locations under a location click action next to the parent location and then make your selections then Continue.
3. Click Continue to review your selection. To remove a location or sub-location click
4. Click Assign Locations to complete the process.
5. To return to the onboarding checklist, Onboarding Steps in the header. The next onboarding step is to Register Terminals

Assign from Business Management

1. Click Business Management at the bottom of the dashboard, click the business, click the business unit, click the business account you want to assign a location to, and then 2. click Assign Location.
   • To add a one or more sub-locations under a location click action next to the parent location and then make your selections then Continue.
2. Click Continue to review your selection. To remove a location or sub-location click
3. Click Assign Locations to complete the process.

Assign from Locations

Use this procedure to link a location (or sub-location) to a business account, which makes it a payment location.

1. Click Locations at the bottom of the dashboard.
2. Use the search bar (optional), and then click the location you want to assign. The location details are displayed. If you want to assign a sub-location instead of the parent location, navigate to and click the sub-location. You can click through multiple levels of sub-locations as needed.
3. Click More Actions, and then click Edit Location Details.
4. Review the location details. Update the address or contact information if needed, and then click Continue.
5. Answer Yes to the question asking if you want to make this into a payment location.
6. Select the Business, and then select the Business Unit. These selections filter the list of available Business Accounts to assign the location (or sub-location) to. The options shown are also based on your user permissions. If you do not see the business account you need, contact your Payment Administrator.
7. (Optional) Review and update the Merchant Category Code and industry code.
8. (Optional) Review and update the card statement descriptor.
9. Click Save, and review the confirmation message.

After the assignment is complete, the location becomes a payment location and can be used for payment processing and terminal setup.

Parent topics: Locations and Sub-locations , Onboard your Business