More than Key Terms
What is "Use" and "Reassign" in Permissions?
"Use" gives permission to utilize/view and "Reassign" is the ability to assign permissions downstream.
A Root Agent is just getting started in the dashboard and wants to create additional users. What is the best practice to get them set up?
Ask them what kind of users they need to get set up. Create roles for certain users or add Global assistants depending on their scenario.
What is used as a pricing template that also offers functionality to turn on application automations and an option to generate an embed code for the Agent to put on their website?
Campaigns
Where can I find more information on the different Reports we have available to all User types of the Dashboard?
Maverick SharePoint > Other Reporting
An Agent is calling asking if one of their users has access to receive Marketing emails. Where can you find this information?
Partner Manager > Authorized Users
What is ACH debit and ACH credit?
ACH debit is a transaction initiated by the Merchant, which is a withdrawal of funds from a customer's ACH account.
ACH credit is a transaction from the Merchant's ACH account to a customer's ACH account.
An Agent doesn't want to deal with sensitive information when completing an Application for a Merchant. What are some best practices for this?
Send guest link function, Enable PLAID on a campaign for banking information
A Coastal Pay Agent is calling into Partner Support. He would like more information about Chargebacks. What materials can we provide him?
Branded Knowledgebase has information about Chargebacks as well as a video on the Chargebacks page.
Where in the Dashboard shows all of the deposits that the Merchant received from their settled transaction/batches that also includes fees, reserves and chargeback activity?
Payouts page
An Agent wants to disable two-factor authentication. How can we do this for the Agent?
Depending on permissions if able to disable this feature. This will need to be done by the Agent themselves. They will need to go to their name on the top right of the DB and click on "Security".
What is the difference between Root Agent and Agent?
Root Agent - The Root Agent has the partner relationship with Maverick. They are the main Agent on the account, meaning no other Agent is “owner” over this Agent.
Agent - Owner of a Merchant account. Agents can be Root or sub-agents and can be associated with a specific branch.
E-sign is the preferred method of signature when completing an application. Why is this the best practice?
E-sign goes through our platform and allows the Merchant to sign all bank agreements and any addendums that are applicable to them.
Once a Chargeback receives an update, the chargeback will receive a ______________.
NEW Chargeback Case ID number
Captured
Can an Agent use the same e-mail if they are sub-agents for different ISO’s?
Yes, only if they are not utilizing the same URL.
When we are talking about a "Prime" user in the Dashboard, who are we referring to?
This is the main user/prin of the Merchant account.
An Agent is asking if ____ can integrate with Maverick. What can we tell them?
We welcome all integrations. Ask for use cases/scope of their integration. Give developer documentation and hand over to Product to create a Sandbox for the user
I wanted to be notified by text when one of my Merchant's create a DB ticket. Where can this be done?
User Notification settings
As a Merchant, I want to reject payment if the customer's address does not match what is on file for US and international transactions. Where can I do this?
Gateway settings
What is the difference between linking and merging when talking about MIDs?
Linking = merchant user can access multiple MIDs on one login. (updating merchant user)
Merging = combining entities with similar EIN, agent, & branch. (requires dev)
I’m an agent with a small admin team and want to ensure we’re set up efficiently. Can you show us the best way to configure user roles, review the application process, and highlight any automations that could help? Also, do I need to handle sensitive information myself, or can the application be completed directly by the merchant? Finally, is it possible for merchants to fill out the application through my website?
- Users and permissions/ Roles
- Application process
- Auto e-Sign, Auto Approval, Auto UW
- Plaid/ send guest link
- Campaign Embed Code
. I’m an agent onboarding a merchant who will use the Maverick Internal Gateway. What key features of the gateway would be most beneficial for the merchant, especially for accepting payments through their website? Additionally, since the merchant is concerned about fraud, does your dashboard or internal gateway offer functionalities to restrict certain cards or implement fraud prevention measures?
- Internal Gateway
- Embedded Hosted Form
- Gateway Settings, Velocity
- Customer Vault
- Card Tokenization
- Recurring Payments
I’m an agent with multiple sales offices under me, each with different pay structures - some based on splits and others on merchant gross revenue. Is it possible to set up downstream agent offices with these varying pay structures? Additionally, what reporting options are available to help me track the approved applications submitted by each sub-agent?
- User Splits
- True split Vs split
- Boarding Application Status Report
- Residuals
- Agent Fee Item Report
- Portfolio Page
I’m an agent working with high-risk merchants who often experience high chargebacks. What solutions does your dashboard offer to help mitigate chargebacks, and what reporting tools are available to monitor and manage this effectively?
- Decline Ratio
- Daily Risk alert
- Daily Chargeback Summary
- Portfolio Page, top 100 Accounts (Review)
- High Risk Fraud Alert (Available to Merchants)
- Integrations with Chargeback Management companies (Available in Knowledge Base)
I’m building a growing sales office, onboarding sub-agents, and developing my own CRM with a focus on reporting for merchants and sub-agents. Does your platform support these reporting needs? What API features are available, and what options exist for CRM integration - including the ability to trigger notifications from your dashboard?
- Webhooks
- API
- Reporting via API
- User Hierarchy