Navigating the Portal
Entity Tree View
On the left panel, you’ll find a tree view displaying all your connected entities in a hierarchical structure. You can expand/collapse nodes to explore:
Partners
Professionals / Business Owners
Businesses
Merchants
Terminals
Click any entity to load its details in the right content panel.
You can search for an entity using the search field.
Entity Overview & Hierarchy
Understanding how entities connect helps you manage them more effectively:
1. Users
Users can be:
Partners – Other users managing professionals or businesses.
Professionals / Owners – Individuals running a solo operation (e.g., barbers) or managing a business with multiple locations.
2. Business
Represents a company or brand. A user (usually a business owner) may manage one or more businesses.
3. Merchant
Represents a single location or storefront tied to a business or a professional. A business can have multiple merchants (e.g., different shop branches).
4. Terminal
Represents the POS or device used to process sales. Each terminal is assigned to a merchant.
Sample Hierarchy
John Doe (User)
└── Great Barber Shop (Business)
├── John Doe Barber Shop (Merchant)
│ ├── Terminal 1
│ └── Terminal 2
└── John Doe Barber Shop 2 (Merchant)
├── Terminal 3
└── Terminal 4
Tabs Summary (Right Panel)
Each entity view includes several management tabs:
Tab |
Description |
Information |
A quick snapshot of the selected entity. |
Users List |
Manage all users directly under or associated with the selected entity, including partners or professionals. |
Businesses List |
View and manage businesses linked to the current user or their sub-accounts. |
Merchant List |
See all merchants under the selected user or business. |
Terminal List |
Manage all point-of-sale terminals under your merchants. |
Quick Tips
Use the tree view to drill down quickly from partner > user > business > merchant > terminal.
Want to manage a sub-entity? Just click its name in the tree and control it from the right panel.
The “Users List” is the best place to onboard or review all people in your network.