Partner Features Overview

Welcome to the EdfaPay Partner Portal! This comprehensive guide covers all the powerful features available to partners, organized by functionality to help you manage your merchant network efficiently.

Merchant Management

Create, view, edit, and support merchants under your hierarchy with full management capabilities.

Financial Reports

Access detailed transaction and settlement reports for all your merchants with advanced filtering.

Partner Settings

Customize your branding, configure hostname settings, and personalize the interface appearance.

Registration Management

Review and manage merchants who register through your partner hostname.

Merchant Management

Complete Merchant Management Tools

Partners have full control over their merchant network with comprehensive management capabilities.

Key Features

Create New Merchants

Create new merchants directly from the Partner Dashboard
Streamlined onboarding process
Instant activation capabilities
Bulk merchant creation options

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Pro Tip: Use bulk creation for efficient onboarding of multiple merchants at once.

Financial Reports

Comprehensive Financial Analytics

Access detailed financial data and analytics for all merchants under your management.

Transaction Reports

Monitor All Payment Activities

Core Features

View transaction history of all associated merchants
Real-time transaction monitoring
Comprehensive payment method breakdown
Success rate analytics

Advanced Filtering

Filter by date range
Filter by transaction status
Filter by specific merchant
Filter by payment method type
Export filtered results in multiple formats

Settlement Reports

Track Merchant Payouts

Generate settlement reports for all merchants or selected merchants
Choose custom date ranges
Download detailed settlement reports
Automated report scheduling
Settlement status tracking

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Analytics Insight: Settlement reports help you track cash flow patterns and optimize payout schedules for your merchants.

Partner Settings

Branding & Configuration

Customize your partner portal to match your brand identity and business requirements.

Basic Information Setup

Required Partner Information

Field	Purpose	Requirements
Partner Hostname	Partner's domain used for hosted pages & online registrations	Must be a valid domain
Name (EN)	Partner name in English	Required for English interface
Name (AR)	Partner name in Arabic	Required for Arabic interface

Theme & Branding Customization

Theme Colors Configuration

Primary Color: Main brand color used throughout the interface
Secondary Color: Accent color for buttons and highlights

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Color Format: Primary and Secondary colors must be entered in hex color format (e.g., #FF6B35, #004E64)

Color Usage Guidelines:

Primary colors appear in headers, navigation, and main buttons
Secondary colors are used for accents, links, and hover states
Ensure sufficient contrast for accessibility compliance

Online Registration Management

Registration Review & Control

Manage and review all merchant registrations that come through your partner hostname.

Registration Capabilities

Complete Registration Oversight

View Registrations

All registered merchants linked to partner hostname
Registration status tracking
Application timeline view
Bulk registration management

Edit & Review

Edit merchant registration data
Review uploaded documents
Review uploaded certificates
Approve or request modifications

Document Management

Comprehensive Document Review

Document Verification: Review all uploaded business documents
Certificate Validation: Verify business certificates and licenses
Compliance Checking: Ensure all required documents are complete
Status Updates: Communicate approval status to merchants

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Compliance Note: Thorough document review ensures regulatory compliance and reduces onboarding risks.

Getting Started

Setup Guide

Start by configuring your basic information and branding settings to personalize your partner portal.

Add Your First Merchant

Use the merchant management tools to onboard your first merchant and explore the platform features.

Explore Reports

Familiarize yourself with the reporting dashboard to track performance and financial data.

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Ready to Begin? Your partner dashboard provides access to all these features. Start with the basic settings configuration and gradually explore the advanced features as your merchant network grows.