Learn how MX Merchant accounts are created through MX Connect, what information is required during setup, and how to manage user roles and employee access.

Overview

MX Merchant accounts—excluding Supervisor, Clerk, and Read Only roles—are created through MX Connect with assistance from Priority’s sales team. During setup, key details such as username, role, and account status are configured. Once your profile is active, you can create and manage user accounts for your employees directly within MX Merchant.

MX Merchant Account Creation

With the exception of Supervisor, Clerk and Read Only accounts, MX Merchant accounts con only be created on MX Connect.

When you get in contact with Priority's sales team, your MX Merchant profile will be created with the following information:

• Username - Customizable name for your account.
• First Name - Your given name.
• Last Name - Your surname.
• Role - Sub-Admin, Supervisor, Staff/clerk, Read Only, No Access, or Third-Party Access. You can learn more about some of these roles in the Team Settings portal guide.
• Status - Enabled or Disabled. It will be Enabled by default.

After completing this process, you will be able to create user accounts for your employees. To see this process, please review the Create MX Merchant user accounts user guide and the Team Settings portal guide.