Portal

Migrating from MyST to Portal

• Welcome to Portal!
• Migration timeline
• Migrating from MyST to Portal

Portal Guide

• Introduction to Portal
• Sign in
• Navigation
• Global search
• Downloads
• Your profile

Dashboard

• Introduction to the Dashboard
• Percentage shift
• Authorisations (last 24 hours)
• Authorisations (last 7 days)
• Top sites
• Chargeback summary

Transactions

• Searching for transactions
• Stored searches
• View transaction details
• Re-auth a transaction
• Refund a transaction
• Update a transaction

Reporting

• Generating reports
• Stored reports

Sites

• Searching for sites
• Viewing site details
• Site settings
• Viewing accounts set up on your site reference(s)
• File Manager

Rule Manager

• Getting started with the Rule Manager
• Rule management
• Condition management
• Action management

• Learn about Action types

Payments

• Virtual terminal
• Payout terminal
• Pay by Link
• Pay Invoice

Settings

• Learn about Users
• Learn about Roles
• Learn about Access Groups

Advanced

• Chargebacks
• Statements

FAQ

• What is an AUTH request?
• Can I turn off Multi-Factor Authentication (MFA)?
• Can I change my Portal username?
• How do I reset my Portal password?
• What actions can I perform on transactions?
• How do I use Portal to manage my subscriptions?

Troubleshooting

• A transaction is shown as "Pending". Why have I not received the funds?
• My Portal account is locked
• I have lost the ability to sign into Portal using Multi-Factor Authentication (MFA)