Team sign in

Every merchant in alphabetical order. Change a status here and it saves immediately.

Add merchant

After saving, the merchant's document window opens automatically.

Bulk import from Box

Pick your Box Clients folder (or a single client's folder) and every company, director and shareholder document is uploaded into the right merchant automatically, based on the folder structure and file names. Agreements, statements and marketing files stay in Box. Safe to re-run — files already imported are skipped.

Merchants & KYC documents

Merchant directorship

Every director recorded against your merchants — name, email, phone and ID-document status. Add or edit directors inside each merchant's document window on the Merchant KYC tab.

Merchant go-live checklist

Every item must be reviewed and ticked off before a merchant goes live. Each row records the person responsible and the date it was actioned.

Manage checklist items

The master list every merchant is checked against. Starter items are in place — replace them with the official list any time.

Add a MID

Bulk import from the gateway

Paste rows from the gateway's export — one MID per line: Entity, DBA, Merchant ID, URL, Dispute email, active/inactive (comma or tab separated). Existing merchant IDs are updated in place; new ones are added.

MID register

Add a company document

The central library of documents Klip has created — brand guidelines, NDAs, agreements, templates. Select multiple files at once to bulk-add — titles fill in automatically from the file names.

Document library

Pipedrive

Pipedrive blocks other sites from displaying it in a frame, so it opens in its own tab — you'll stay signed in there between visits.

The API connection used for reporting lives in the Integrations tab.

Gateway dashboards

Add each orchestration platform's dashboard URL and switch between them below — sign in inside the frame and work without leaving the portal. If a platform's frame stays blank, that provider blocks embedding — use Open in new tab.

Pipedrive (CRM)

Enter your Pipedrive company domain and API token (Pipedrive → Settings → Personal preferences → API). Stored securely, visible to the team only — powers the CRM tab.

Gateway API

Connect the gateway partner's API (or any other data source) — saved connections power in-portal reporting.

Connected APIs

Leave a note for the team

Discussion

Add team member

Team members