Authorization header.
Agents
Manage sales agents, their merchant assignments, documents, and notes.
Applications
Create and advance merchant applications through the full underwriting and boarding workflow.
Merchants
Manage active merchant accounts, pricing schedules, equipment orders, and documents.
Partners
Manage partner organizations, processor settings, and downstream pricing.
Reporting
Pre-aggregated KPI metrics and summary data scoped to agents, merchants, and partners.
Tickets
Create and manage support tickets, activity feeds, watchers, and document attachments.