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View a partner's account

Look up a partner and review its business details, contact information, and account settings.

Merchants › Partner AccountsPartners and operations teams7 stepsVideo walkthrough
Walkthrough video: select play to watch View a partner's account walkthrough video thumbnail

What you can do here

  • Find any partner set up under the account you are accessing
  • Read the partner's identity, business address, contact details, and account settings
Before you start. Log in to the portal and use the Accessing switcher to select the partner account you want to look at, or the one above it. New to this? See Log in and reset your password and Switch between accounts.

01Find the partner

1

Open Partner Accounts

In the left navigation sidebar, open Management and select Partner Accounts. The page lists the partners already set up, with the sign-up date, partner ID, partner name, parent ID, and whether they have an online presence. The number next to the title is the total.

2

Narrow the list

Type in Search or select the filter button next to it.

The Partner Accounts page with a search bar, filter button, and the list of partners with sign-up date, partner ID, partner name, parent ID, and online presence
Partner Accounts. Names shown are test data.
3

Open the partner

Select the partner's row. The Partner Details screen opens.

02Read the partner's details

The header shows the partner's name, type, account ID, parent account, sign-up date, and last update. The menu on the left moves between four sections.

4

Partner Information

The partner's name, DBA name, account ID, parent account, and Pyxis partner ID.

Partner Details with the header and the Partner Information section showing partner name, DBA name, account ID, parent account, and Pyxis partner ID
Partner Information. Partner and IDs shown are test data.
5

Business Details

The business address: address lines, city, state, postal code, and country.

The Business Details section with address line 1 and 2, city, state, postal code, and country
Business Details.
6

Contact Information

The phone number, email address, and whether the partner has an online presence.

The Contact Information section with phone, email, and online presence
Contact Information.
7

Account Settings

The account type, time zone, when the account was created and last updated, and the features enabled on it. No features configured means none have been switched on yet.

The Account Settings section with account type, time zone, created at, updated at, and features
Account Settings.
Looking for a merchant instead? Merchants have their own page. See Find and view a merchant.

Key terms

Parent account
The account the partner sits under in the hierarchy.
Online presence
Whether the partner has a website or other online channel on record.
Merchant AccountsFind and view a merchantOpen guide Account switcherSwitch between accountsOpen guide
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