TRANSCRIPT: Cardpointe Reporting – How to add email notifications to your CardConnect Merchant Account with CardPointe
CardPointe allows you to set your merchant account to receive email notifications when specific events occur.
The options are: system notifications as well as transaction and event notifications
For example, if you want to be notified with a simple email of the daily batch total that is set to be deposited to your bank account, you can easily set it up in your CardPointe account.
Here’s how you do it.
Once you’re logged in, just click on the ADMINISTRATION TAB and then click the USERS subtab
Here you’ll see all the users that have access to your merchant account and if you haven’t added anyone but yourself, your name will be the only one listed.
If you want to add someone else click the NEW USERS button and if you want the details on setting up and adding new users to your account click the link in the description for the video on adding and removing users within CardPointe.
These email notifications are set up per user so it does not have to be a global notification to all users, IF you don’t want it to be.
Just click into the user that you want to add notifications for and you’ll see the dashboard and email notifications section on the subtab and this is where you’ll select what you want.
From here you simply check the box if you want to receive a notification for the cooresponding item and uncheck it if you do NOT want a notification for that line item.
Additionally, you can also click this dropdown box to select which merchant account you want notifications for!
This option will be available IF you have your user account linked to multiple CardConnect merchant accounts.
So if you wanted notifications for one merchant account but not for another you could just click the dropbown box and it will toggle between the two accounts and you can highlight the different permissions as you would like them set for each merchant account.
Make sure that you click on the SAVE option to pick up all changes that you have made to your notifications and take note that there are two sections, so be sure to save each section.
So now that your changes are saved, this is what the email notifications will look like in your email inbox.
And that’s all there is to it. Pretty simple and straightforward. If you have any questions please leave a comment below or fill out a contact form to talk with a CardConnect representative.
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I’m Brian Manning and thanks for watching.