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Portal
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Migrating from MyST to Portal
Welcome to Portal!
Migration timeline
Migrating from MyST to Portal
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Portal Guide
Introduction to Portal
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Navigation
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Downloads
Your profile
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Dashboard
Introduction to the Dashboard
Percentage shift
Authorisations (last 24 hours)
Authorisations (last 7 days)
Top sites
Chargeback summary
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Transactions
Searching for transactions
Stored searches
View transaction details
Re-auth a transaction
Refund a transaction
Update a transaction
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Reporting
Generating reports
Stored reports
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Sites
Searching for sites
Viewing site details
Site settings
Viewing accounts set up on your site reference(s)
File Manager
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Rule Manager
Getting started with the Rule Manager
Rule management
Condition management
Action management
Learn about Action types
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Payments
Virtual terminal
Payout terminal
Pay by Link
Pay Invoice
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Settings
Learn about Users
Learn about Roles
Learn about Access Groups
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Advanced
Chargebacks
Statements
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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?
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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)
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