Switch between accounts

Choose which partner or merchant account you're working in, and switch whenever you need to.

Getting started › Account switcherAll portal users5 stepsVideo walkthrough

Walkthrough video: select play to watch Switch between accounts walkthrough video thumbnail

What you can do here

See which partner or merchant account you're working in
Switch to another partner, or to a merchant under a partner
Search the list by name or DBA

01Sign in

The Accessing box is available as soon as you're in the portal.

Sign in to the portal

Enter the code from your email

If the portal sends you a verification code, check your inbox and enter it. Your dashboard opens.

02Choose your account

The Accessing box at the bottom of the left navigation sidebar shows the partner or merchant you're working in. Use it to choose a different one.

Select the Accessing box

At the bottom of the left navigation sidebar, select the box labeled Accessing. A panel opens with a search field and the accounts you can access.

The left navigation sidebar with the Accessing box at the bottom — The Accessing box, at the bottom of the sidebar.

Choose the account

Select a partner by its name. To reach a merchant, open the partner's dropdown with the arrow next to it and select the merchant from the list. Merchants show their DBA under the name, and the account you're in now has a check mark. Type in Search by name or DBA to narrow a long list.

The Accessing panel open under the sidebar, with a search field and a list of partners and merchants — The Accessing panel. Account names shown are test data.

Carry on with your task

The portal switches to the account you chose, and the Accessing box shows its name. Everything you open now, from Payments to Users, belongs to that account.

Check before you act. Before you respond to a dispute, refund or void a transaction, or change a merchant's settings, glance at the Accessing box to make sure you're in the right account.

Key terms

Partner: An organization that boards and manages merchants in CSIPay.
Merchant: A business that takes payments, set up under a partner.
DBA: Doing business as: the name a merchant trades under.

DashboardGet around the portalOpen guide LoginLog in and reset your passwordOpen guide Payment HistoryView payment historyOpen guide

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What you can do here

01Sign in

Sign in to the portal

Enter the code from your email

02Choose your account

Select the Accessing box

Choose the account

Carry on with your task

Key terms

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