Portal Guides
Portal Guides
Step-by-step walkthroughs for the Cresora Partner Portal and Merchant Portal.
These guides walk operations teams through common tasks in the Partner Portal. Each walkthrough includes step-by-step instructions and references the portal UI.
Partner Portal walkthroughs
| Guide | Audience |
|---|---|
| Account Management | Team, audit log, API keys, hosted-page configuration |
| Merchant Management | Submit, edit, and track merchants |
| Payments & Operations | Find payments; refunds and authorization reversals |
| User Management | Invite team members, set roles and permissions |
| Compliance & Certification | The certification check run; PCI SAQ and HIPAA BAA uploads |
Reporting & Reconciliation
| Guide | Status |
|---|---|
| Settlements | Full MVP |
| Exports | Full MVP |
| Reconciliation exceptions | Planned |
ℹNote
The Partner Portal is a separate authenticated application. These guides document how to use it; they do not replicate the portal itself.