Table of Contents
Overview
Adding a Sub-Affiliate under your portfolio allows your partner to onboard their own merchant accounts under their own portfolio. You will be able to view and manage their account as the Parent Affiliate.
Prerequisites
Your affiliate sub-users will need to have the 'Manage affiliate accounts' permission to be able to manage Sub-Affiliate accounts; this also applies to your Sub-Affiliate sub-users so they can manage their own Sub-Affiliate's under their portfolio, if required. Primary users have this permission set by default and it cannot be removed.
Sub-Affiliate Accounts
Log in to your Partner Portal and head over to List Accounts → click the + sign next to Sub-Affiliate Accounts. This is viewable if you have at least one Sub-Affiliate onboarded, and if so, it will display a list of your Sub-Affiliate accounts.
If you click on the + sign next to one of your Sub-Affiliate's name, it will display a list of all of their merchants.
To view your Sub-Affiliate account details, click on their name. This will take you to their Affiliate Details page where you can view or edit their Affiliate Information, Company Contact, Billing Information, Advanced Affiliate Features, Affiliate Status, Value-Added Services, Processing Services, and Fee Schedules. You will also be able to view their Affiliate Users.
Affiliate Information
If you need to edit a Sub-Affiliate's address, website, or time zone, head over to List Accounts → click the + sign next to Sub-Affiliate Accounts (or search their name in the search box) → click on their name → within the 'Affiliate Information' section click on Edit → make the necessary changes → click on Save.
- Your Sub-Affiliates Affiliate ID can be found under affiliate information. This would be the Affiliate ID you would provide to our Support Team in order to better assist you with your quires on a particular affiliate account.
- If you want to change the Sub-Affiliate's name (the name displayed when they log in to their portal and the name that's displayed to their merchants under Help → Support), please send the request to support@nmi.com.
Company Contact
The Company Contact is the primary contact for your Sub-Affiliate. If you need to edit the name, email address, phone number, or fax number, head over to List Accounts → click the + sign next to Sub-Affiliate Accounts (or search their name in the search box) → click on their name → within the 'Company Contact' section click on Edit → make the necessary changes → click on Save.
Billing Information
If you need to edit the Affiliates Account Number and Routing Number, head over to List Accounts → click the + sign next to Sub-Affiliate Accounts (or search their name in the search box) → click on their name → within the 'Billing Information' section click on Edit → make the necessary changes → click on Save.
If you need to update their legal name (name on tax return) and Tax-ID (EIN), please email support@nmi.com for assistance (applicable to US partners).
Affiliate Users
The first user will always be the primary user. Sub-users will be listed under the primary user. If your user has the 'Log in as merchants and sub-affiliates' permission, you will be able to log in as their Affiliate user to view their account and assist in troubleshooting.
- You can reset the primary users password here. To reset the primary users password, click on 'Reset Password' next to their username.
- If their sub-users require a reset password link, the Sub-Affiliate's primary user can follow the Password Reset steps, or you can Log in as their primary user and follow the same steps.
- To change a username, please see Request a Username Change.
Affiliate Status
If you need to restrict, close, delete, or re-activate a Sub-Affiliate account, you can do this by editing their Affiliate status. Head over to List Accounts → click the + sign next to Sub-Affiliate Accounts (or search their name in the search box) → click on their name → within the 'Affiliate Status' section click on Edit → select the status that you wish for the account to be set to from the dropdown menu → click on Save.
Active: The sub-affiliate can manage merchants and perform all Payment Gateway functions normally.
Restricted: The sub-affiliate is able to log in to generate reports and change options, but they cannot manage any merchant information.
Closed: The sub-affiliate is unable to log in. This status can only be set if there are no active or restricted merchants managed by this sub-affiliate.
Deleted: The sub-affiliate is unable to log in, and is omitted from all reports, except for commission. This status can also only be set if there are currently no active or restricted merchants managed by this sub-affiliate.
Available Services
You can add or remove any of the NMI Services and Processing Services for a Sub-Affiliate. Adding a service to your Sub-Affiliate will allow them to resell the service to their merchants. Removing a service will remove it from their partner portal and they will not have the option to resell the service to their merchants.
- Value-Added Services - once you have the Affiliate's details page up, scroll down to NMI Services under Available Services. To add a service → check the box; to remove a service → uncheck the box. Once done editing, click on Update Services. If you add a service to an affiliate you will have to update the fee schedule to include the new service. Once you updated the fee schedule, click on Save Fee Schedules.
- Processing Services - once you have the Affiliate's details page up, scroll down to Affiliate Partner Payment Processing Services under Available Services. To add a processing service → check the box; to remove a processing service → uncheck the box. Once done editing, click on Update Services. If you add a processing service to an affiliate you will have to update the fee schedule to include the new processing service. Once you updated the fee schedule, click on Save Fee Schedules.
Fee Schedules
You can view the Fee Schedule by scrolling down to Fee Schedules. For more information on Fee Schedules, please log in to your Partner Portal and head over to the left side panel:
- For a PDF Guide - click on Marketing → User Guides → here you can download the "Cost Schedule & Fee Schedule Manager User Guide".
- For a Video Tutorial - click on Help at the bottom → click on Video Tutorials → under Affiliate Account Settings click on "Cost Plans and Fee Schedules".