Your command center for managing merchants, terminals, and payments. A fully white-labeled dashboard that puts your entire portfolio at your fingertips.
The dashboard gives you an instant overview of your entire merchant portfolio with real-time metrics.
From first application to day-to-day operations, manage every aspect of your merchants:
Enable additional payment methods for your merchants with a single click, no separate agreements needed:
The Partner Portal equips you with enterprise-grade tools to manage your entire payment operation
Merchant Onboarding
Create and track merchant applications with built-in KYB verification. Share signing links and monitor onboarding status from one place.
Payment Methods
Enable Klarna, Swish, Vipps, Amex, MobilePay, and more for your merchants with a single click. No separate agreements needed.
Terminal Fleet Management
Register, move, configure, and push software updates to terminals across your entire merchant portfolio. Set config at merchant, store, or device level.
Transactions & Reporting
Search, filter, and export transactions with advanced filtering. Download CSV reports with adjustment data included.
White-Label Branding
Customize colors, fonts, logos, and button styles. AI-powered branding generation from your website URL.
Team & Notifications
Invite team members with role-based access. Set up Email, Slack, and SFTP notifications for key events.
What do you need to do in the Partner Portal?
Step-by-step guides for every part of the portal, grouped the way the portal is: onboarding merchants, running operations, configuring the account, and getting help.
Create and track merchant onboarding applications. Submit new applications, monitor KYB status, and manage signing links for your merchant portfolio.
Browse, search, and manage your merchant accounts. Access detailed merchant profiles including transactions, stores, terminals, payment methods, and more.
Onboard the companies and individuals that should receive a share of your merchants' payments through Surfboard Flow, and link them to merchants.
Search, filter, and export transactions across your merchant portfolio. Drill into individual transactions and download CSV reports.
Enable and disable payment methods for your merchants. Manage core methods, activate additional payment options like Klarna, Swish, and Vipps.
A merchant wants weekly instead of daily payouts and reports. Request the change from the merchant's Configuration tab, send the signature link, and the new schedule applies once they sign.
Look up terminal information, manage device configurations, register new terminals, and push software updates across your merchant portfolio.
Connect a SurfPrint Pro or SurfPrint Pro K terminal to its Multicomm Base so it charges and gets wired ethernet from the dock. Enable the wireless docking station, scan the code under the base, switch on Ethernet, and unpair with the reset button when a base moves.
Add and declare cash registers for your merchants, view register and control-unit details, check transactions and reports, and run daily open, close, and end-of-day operations from the partner portal.
Order payment hardware, track deliveries, and manage device returns. Handle the full logistics lifecycle for terminal hardware.
Customize how your brand appears to merchants and customers. Configure colors, fonts, logos, and button styles for a white-label experience.
Create and manage billing plans for your merchants. Define pricing per payment method and assign plans to merchants for automated billing.
Manage software applications for your merchants and terminals. Push signed software packages from the Developer Portal to your merchant fleet.
Manage your account security, invite team members, and configure email and Slack notifications for key partner events.
Raise, track, and respond to support requests with the Surfboard team directly from the Partner Portal. Manage ticket statuses, priorities, replies, and notifications.
Operational notices from Surfboard -- settlements, integrations, and service updates -- in one inbox. Subscribe a shared mailbox so your team hears about changes the day they are published.
Next step
If you're interested in becoming a Surfboard partner or want to learn more about the Partner Portal, get in touch and we'll schedule a walkthrough.