Reseller Configuration Field Reference
The Reseller Configuration Field Reference page defines all configuration options available when creating or editing a reseller. These settings control reseller identity, organizational structure, branding, contact information, enabled features, and business details. This reference explains each section and setting available on the Create / Edit Reseller page, including how each field is used and how it affects system behavior.
General Settings
The General Settings section defines the core identifying details and structure for the reseller. These fields determine how the reseller appears throughout the system, whether it operates in test mode, and which parent reseller it belongs to.
General Settings Fields
| Field | Description |
|---|---|
| Name | The primary name of the reseller. This name is used throughout the system for identification and required for identification. |
| Custom Identifier | An optional reseller-defined identifier used for custom tracking or external system mapping. |
| Parent Reseller | The reseller under which this reseller is nested. Determines hierarchy, inheritance, and visibility for merchants and sub-resellers. |
| Dba | The reseller’s "Doing Business As" name that represents the reseller’s public-facing business name. |
| Is Test | Indicates whether the reseller's associated merchant's operate in test mode. When enabled, transactions are restricted to processing with the processors’ test hosts. |
Contact Detail
The Contact Detailsection stores the reseller’s primary business contact information, including communication details and physical addresses.
Contact Detail Fields
| Field | Description |
|---|---|
| Primary Contact Name | The name of the reseller’s main point of contact. |
| Phone | A primary phone number used for reseller communication and support. |
| Fax | An optional fax number associated with the reseller. |
| Company URL | The reseller’s public-facing website or homepage. |
Address List Fields
Resellers may have multiple stored addresses, each optionally flagged as a mailing address or default address.
| Column | Description |
|---|---|
| Address 1 | The first line of the reseller’s street address. |
| City | The city associated with the address. |
| State | The U.S. state or region for the address. |
| Zip | The ZIP or postal code. |
| Mailing | Indicates whether this address is designated for mailed communications. |
| Default | Marks the address as the primary default address for reseller details. |
Business Info
The Business Info section stores key tax, regulatory, and classification details about the reseller’s business.
Business Info Fields
| Field Name | Description |
|---|---|
| Federal Tax Id | The reseller’s tax id. |
| State Tax Id | The reseller's state-issued tax identification number. |
| Sales Tax Id | The reseller’s sales ID tax number. |
| Yearly Sales Amount | The reseller’s estimated annual sales volume. |
| Business Start Date | The date the business originally began operation. |
| Currency | The default operating currency for the merchant. |
Features
The Features section controls optional capabilities available to the reseller and its merchants. These settings determine whether the reseller can create sub-resellers, configure hosted pages, customize branding, or enable specific functional modules.
Feature Settings
| Field | Description |
|---|---|
| Private Labeling | Allows this reseller to customize branding information, including logos and domain settings. |
| Hosted Page | Allows merchants under this reseller to create and process with hosted payment pages. |
| Emulator | Allows merchants under this reseller to configure and process transactions using the emulator. |
| Merchant Custom Field Config | Allows merchants to create and manage their own custom fields. |
| Merchant Billing | Allows the creation of price plans and generation of invoices for merchants under this reseller. |
| Token Sharing | Allows tokens created by one merchant under this reseller to be accessible to all merchants under the same reseller. |
| Sub Resellers | Allows this reseller to create and manage sub-resellers in a hierarchical structure. |
Branding
The Branding section defines reseller-specific presentation details that affect UI elements, emails, and customer-facing gateway content.
Branding Fields
| Field | Description |
|---|---|
| Branded Domain Name | The domain associated with the gateway for this reseller. The URL must match the host name of the associated SSL certificate and should begin with https://. |
| Product Name | The product or platform name used externally for customer awareness. |
| Email From Name | The sender name displayed on system-generated outgoing emails. |
| Email From Address | The email address used as the sender for merchant support. |
| Support Phone | The phone number displayed for merchant support. |
| Sales Phone | The phone number displayed for merchant sales/relationship contact. |
| Support Email | The email address merchants use for merchant support. |
| Logo | The reseller’s logo used in UI themes and outgoing email templates. Supports file upload and drag-and-drop. |
Display Address Fields
| Field | Description |
|---|---|
| Address1 | The main street address for display. |
| Address2 | Optional second address line (suite, unit, etc.). |
| City | The city associated with the display address. |
| State | The state or region for the display address. |
| Province | Alternate province field used where applicable. |
| Zip | The ZIP or postal code. |
| Postal Code | A secondary postal field supporting global formats. |
| Country | The country associated with the display address. Defaults to USA. |
Updated 4 months ago
