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Partners are ISO or referral organizations that bring merchants and agents onto the platform. They sit in the client hierarchy above merchants and below the platform operator.

Addresses

Manage partner business location addresses.

Documents

Attach, retrieve, update, and delete partner documents.

Notes

Add and manage internal notes on partner records.

Partners

List, retrieve, update, and manage status transitions for partner organizations.

Pricing

Configure pricing items, packages, templates, and conditional pricing rules.

Principals

Add and update beneficial owners and key contacts with encrypted sensitive field support.

Processor Settings

View and update processor-specific configuration for a partner.