Operations and Administration
Partner Portal
Partner Portal - Administering Environments
Each CardSavr environment includes an portal application used in the administration of that environment. This includes creating cardsavr users, configuring applications for use with CardSavr and various other tasks. This portal is known as the Partner Portal and is reachable over the Internet under the domain name for your environment. Strivve provides the initial admin account for the customer to utilize in managing their development environment. Per PCI-DSS requirements, password must be changed on first login and every 90 days after. This requirement to change an initial password applies to all users who are people. Automation users known as agents within CardSavr are not required to changed their password on first login but must have their have their passwords changed every 90 days just like all users.
Accessing
The Partner Portal can be accessed at https://portal.<environment_name>.cardsavr.io where <environment_name> indicates the name for your environment. For example, https://portal.strivve-dev.cardsavr.io.
Menu Items
The following menu items are available:
| Menu Item | Functionality |
|---|---|
| Users | Create and delete users within the environment |
| Financial Institutions | Create and update financial institutions. Associate BINs with financial institutions |
| Merchant Sites | Lists supported merchant sites and their current active status. |
| Reporting | Contains access to transaction and session data reports. |
| Integrators | Shows all integrators within the CardSavr instance (if logged in as an admin). Admin users may add, edit or delete integrators. |
| Help | Detailed help section for Partner Portal |
Detailed documentation can be found in the Partner Portal Online Help