Online Solutions

Partner Portal

How do I download my residuals?

To download a copy of your residuals: Step 1.On the side menu, click Residuals. Step 2.From the drop-down menus, select the month and year of the report you want to download. Step 3.Click Go. The Partner Portal displays available residual reports. Step 4.On the residuals report you want to download, click Download. Related articles What

What is in my residual reports?

When we board one of your leads, we report their account activity as part of your residuals. The residual report includes: The merchant’s details The number and dollar value of transactions processed by the merchant A breakdown of income, expenses, profit, and percentage split Note: You can view residual reports from the last 24 months. Related

How do I view my leads?

On the side menu, click Leads. Leads Note: We update a lead’s status during boarding, which the Partner Portal displays. Viewing the contact information for a lead Click the lead’s information button.  Searching for a lead In the search tool, type a date or words relating to the lead. For example, to search for leads with

How do I add a new lead?

To add a new lead: Step 1. On the side menu, click + New Lead. Step 2. Type the following Contact Information:   a. First Name   b. Last Name   c. (Optional) Phone   d. Email Step 3. Type the Business Information:   a. Company Name   b. (Optional) Products Sold / Services Provided   c. (Optional) Comments Step 4. Enter

Who do I contact if I need help with using the Partner Portal?

If you have any questions about using the Partner Portal, contact our Partner Support Team. Related articles Is there a user guide for the Partner Portal that I can download? What is the Partner Portal? How do I sign in to the Partner Portal?

Is there a user guide for the Partner Portal that I can download?

Yes. We provide a user guide for the Partner Portal. The guide is in PDF format; to view it you need a PDF viewer such as Adobe Acrobat Reader. Partner Portal User Guide Related articles Who do I contact if I need help with using the Partner Portal? How do I sign in to the

How do I sign out of the Partner Portal?

Step 1. From the top-right of the Partner Portal, click your user name. Step 2. From the drop-down menu, click Sign Out. Related articles How do I sign in to the Partner Portal? Is there a user guide for the Partner Portal that I can download? Who do I contact if I need help with

I have forgotten my user name for the Partner Portal. What do I do?

If you forget your user name, we can email it to you. To do this: Step 1. Open your web browser. Step 2. In the address bar, type https://tsys.accessaccountdetails.com/sign-in/ Step 3. Press Return. Step 4. Click Forgot your username/password? Step 5. Click Can’t remember your username/password? Step 6. In the Email Address field, type the email

How do I reset my password for the Partner Portal?

If you forget your password, use the sign-in page to reset it. To reset your password: Step 1. Open your web browser. Step 2. In the address bar, type https://tsys.accessaccountdetails.com/sign-in/. Step 3. Press Return. Step 4. Click Forgot your username/password? Step 5. In the User Name field, type the user name connected to your account.

How do I change my password for the Partner Portal?

Step 1. From the top-right of the Partner Portal, click your user name. Step 2. From the drop-down menu, click Change Password. Step 3. Type your Current Password. Step 4. Type your New Password. Step 5. In the Confirm Password field, re-type your new password. Step 6. Click Change Password. Note: When you click Change