Explore Partner Center

Branding

Work with your WePay integration team, technical account manager, or API support to get access to the branding tab in Partner Center. From here, you can modify the color scheme and logo on the WePay Merchant Center (desktop and mobile) and WePay-owned emails.

An example of setting branding colors and logo, and previewing Desktop in Partner Center
An example of setting branding colors and logo, and previewing Desktop in Partner Center
An example of previewing your branding colors and logo on Mobile in Partner Center
An example of previewing your branding colors and logo on Mobile in Partner Center
An example of previewing your branding colors and logo on WePay-owned emails in Partner Center
An example of previewing your branding colors and logo on WePay-owned emails in Partner Center

Co-Branding

Work with your WePay integration team, technical account manager, or API support to get approved for co-branding with powered by Chase.

Logo lockups
The size of the Octagon determines the size of clear space surrounding the logo. Using vertical or horizontal lockup is determined by location of where the logo will be used. Size of lockup is also determined by where the logo will be applied.

Horizontal lockup

An example of the horizontal lockup.
An example of the horizontal lockup.

Vertical lockup

An example of the vertical lockup.
An example of the vertical lockup.

The recommended minimum dimensions below will ensure that the powered by Chase logo does not get cut off:

Desktop: min height 16 pixels

An example of co-branding on desktop.
An example of co-branding on desktop.

Email: min height 16 pixels

An example of co-branding on mobile.
An example of co-branding on mobile.

Mobile: min heigh 14 pixels

An example of co-branding on WePay-owned emails.
An example of co-branding on WePay-owned emails.

Add Team Members and Roles

Partner Center Admins can grant and restrict access to various Partner Center features by creating user-defined roles. Group together feature privileges within a specific role and assign those roles within your platform's operations and organization.

Invite a Team Member

Navigate to the Team Members & Roles tab and select the + Invite Members button on the top right of the dashboard to invite additional users.

Where to find the button to switch over to the Live tab of Partner Center
Where to find the button to switch over to the Live tab of Partner Center

A pop up will appear where users can enter the new team member's email address and name as well as assign a role.

How to add a new team member to the Partner Center
How to add a new team member to the Partner Center

Upon completion, the invited team member will receive an email at the specified email address where they will be prompted to set up their Partner Center account.

Create a New Role

Within the Team Members & Roles feature, users can navigate to the Roles tab to view, edit and create user-defined roles. Users can select + Create Role to create a new role or edit an existing role by selecting “Edit Role” within a defined role's menu.

How to create a new role with customized permissions that you can assign to new users you invite to the Partner Center
How to create a new role with customized permissions that you can assign to new users you invite to the Partner Center
How to edit the permissions of an existing role in Partner Center.
How to edit the permissions of an existing role in Partner Center.

Permissions

Platform Information:

  • Financial Dashboard Access: View the Financial Dashboard
    • Differentiate stage and production permissions for team members who want to investigate the capabilities of the financial dashboard versus team members who should actually have access to real financial information.
  • Reporting Dashboard Access: View and download transactions and Merchant account reports

Merchant Information:

  • Merchant Dashboard Access: View and lookup merchants on the your platform
    • Differentiate stage and production permissions for team members who want to investigate the capabilities and particulars of the merchant dashboard versus team members who should actually have access to real merchant information.

Developer Permissions:

  • Tokens Access: View (read) and create (write) App Tokens
    • Differentiate stage and production permissions for team members who need to view/create stage app tokens versus team members who need to view/create production app tokens.
  • API Log Access: View and filter API logs
    • Separate stage and production permissions for team members who need to access stage API logs versus team members who need to access production API logs.

Users and Roles Permissions:

  • Role Access: View and create roles unique to your organization
  • User Access: Invite users and assign roles to your organization's instance of Partner Center

Payout Permissions:

  • Payout Bank Information: View and update your platform's bank account details
  • Product Selection: Switch your stage app between Link and Clear product selection

Integration Permissions:

  • Merchant SSO Access
    • Separate stage and production permissions for team members who need to investigate the capabilities and particulars of merchant SSO versus team members who need production access to your merchant SSO settings.
  • Merchant Branding Access: View and apply branding to Merchant Center (Desktop/Mobile) and Emails
    • Separate stage and production permissions for team members who need to test out different branding options versus team members who need to roll out new branding options
What teams look like in Partner Center
What teams look like in Partner Center

Access Security Settings

The Partner Center requires email verification, secure passwords, and Multi-factor Authentication (MFA). Within Account Preferences, users can change their email address, password, and MFA. Users are prompted to verify the relevant field when electing to edit the existing account information.

MFA

The Partner Center supports 2 types of MFA: SMS-based MFA and authenticator-based MFA. Users can modify their MFA via Account Preferences or Settings.

SMS-based MFA:
SMS-based MFA is limited to the +1 country code. Only users with US or Canada phone numbers can leverage SMS-based MFA.

Authenticator-based MFA:
The authenticator-based MFA solution can be leveraged by all Partner Center users. It requires a 3rd party app, such as Google Authenticator or Duo, to provide the token. Authenticator leverages the Time-based One-time Password (TOTP) Algorithm to generate a unique token for the user. Authenticator-based MFA is more secure than SMS-based MFA.

App Tokens

The new Partner Center allows users to create up to 3 tokens in each environment. KYC verification is required to receive production tokens in the new Partner Center. Partners can access the KYC verification flow from the banner notification or on the Live tab of the app tokens feature.

Where to create new and find existing app tokens.
Where to create new and find existing app tokens.

Financial Reporting

The Partner Center gives you access to financial reporting for your platform, making it easy to keep track of billing statements, transactions, accounts, and merchant reports with the ability to instantly export merchant reports to provide to your finance team. This involves parsing reports from raw data into a .csv file, or any other format needed.

Here is a snapshot of the type of financial reporting the Partner Center covers, available in both the stage and production environments. Switch between the stage and production environments in the Partner Center by clicking the "Switch" button highlighted in the top right-hand corner of the portal:

How to switch between your test (stage) and live (production) instance of Partner Center
How to switch between your test (stage) and live (production) instance of Partner Center
Note

Switching between environments is a global function and effects App Tokens, API Logs, Merchant Profile, Reporting, and Financial Dashboard.

Transactions

Under the "Reporting" tab, the ability to track the type, status of record, gross amount, amount, fees, charged amount, date, and account ID exists for you to best handle financial reporting. Filter through pages of transactions by using the filter, search, or calendar tabs located under "Transactions".

How to view transactions in the reporting tab
How to view transactions in the reporting tab

Edit Columns

Use the edit column button to control the content of your transactions records.

How to edit the columns shown in the transactions page of the reporting tab
How to edit the columns shown in the transactions page of the reporting tab

Filter by Date Range or Card Type

Use the filters for Date Range and Card Type to filter through transaction records and pinpoint records precisely. Using the Card filter allows you to search transaction records using the last four digits of the cardholders card.

How to filter transactions by date range
How to filter transactions by date range
How to filter transactions by card brand
How to filter transactions by card brand

Search Transactions

Under the "Reporting" tab, use the search bar to search transaction records by the transaction ID.

Find the search bar in the reporting tab
Find the search bar in the reporting tab
Note

This feature is not yet available in stage or production.


Financial Dashboard

Use the financial dashboard to oversee transactions processing through your platform. The dashboard provides an overview of total payment volume compared to prior time periods. The default time period is 1 week, with the option to customize the period from 1 day to 2 years and anywhere in between.

  • Total Payment Volume: The gross of all sales minus the gross of all refunds over the selected time period.
  • App fees: The portion of transactions collected by your application over the selected time period.
  • Number of Transactions: Total number of transactions occurring on the partner's platform over the selected time period.
What the financial dashboard looks like in Partner Center
What the financial dashboard looks like in Partner Center

Metrics

Open the financial dashboard to see the metrics pane view that displays high level metrics related to your platform. The image below measures:

  • Total Payment Volume: The gross of all sales minus the gross of all refunds over the selected time period.
  • App fees: The portion of transactions collected by your application over the selected time period.
  • Active Merchants: The number of merchants that are verified with a total payment volume greater than $0.00 within the selected time period.
  • Top Merchants: The top 5 merchants based on total payment volume over the selected time period.
  • New Merchants: The number of new merchants that signed up to use the partner's platform. New merchants may be unverified or verified.
Where to find the financial dashboard's metrics section
Where to find the financial dashboard's metrics section

Upgraded API Key Conversion

Once you upgrade to the new Partner Center experience, your original API Keys will remain active. Continue using those (or generate new API Keys as desired) and continue calling WePay's V2 endpoints while you explore and plan your API upgrade to Link or Clear.

Coming from the legacy partner center experience, you'll be used to having a set of API Keys like this:

Where your API Keys from the legacy partner center can be found
Where your API Keys from the legacy partner center can be found

Upgrading your partner center experience will convert your API Keys to the upgraded API Key format, but the values will remain the same. You can find your upgraded API Keys in the upgraded partner center here:

Where to find those same API Keys in the new partner center experience
Where to find those same API Keys in the new partner center experience
Legacy partner center API KeyUpgraded partner center API Key
Client IDApp ID
Client SecretApp Token
Access TokenN/A

So an API request to a V2 endpoint requiring client_id, access_token, and client_secret will look like this with legacy API Keys:

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Copied
curl -L -X POST 'https://stage.wepayapi.com/v2/user/register' \
-H 'Content-Type: application/json' \
-H 'Authorization: BEARER {ACCESS-TOKEN}' \
--data-raw '{
   "client_id": {CLIENT_ID},
   "client_secret": "{CLIENT_SECRET}",
   "email": "{user_email}",
   "scope": "manage_accounts,collect_payments,view_user,send_money,preapprove_payments",
   "first_name": "{user_first_name}",
   "last_name": "{user_last_name}",
   "original_ip": "{user_ip}",
   "original_device": "Mozilla/5.0 (Macintosh; U; Intel Mac OS X 10_6_6; en-US) AppleWebKit/534.13 (KHTML, like Gecko) Chrome/9.0.597.102 Safari/534.13",
   "tos_acceptance_time": {user_tos_acceptance_time}
}'

The same request with the upgraded API Keys will look like this:

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Copied
curl -L -X POST 'https://stage.wepayapi.com/v2/user/register' \
-H 'Content-Type: application/json' \
--data-raw '{
   "client_id": {APP-ID},
   "client_secret": "{APP-TOKEN}",
   "email": "{user_email}",
   "scope": "manage_accounts,collect_payments,view_user,send_money,preapprove_payments",
   "first_name": "{user_first_name}",
   "last_name": "{user_last_name}",
   "original_ip": "{user_ip}",
   "original_device": "Mozilla/5.0 (Macintosh; U; Intel Mac OS X 10_6_6; en-US) AppleWebKit/534.13 (KHTML, like Gecko) Chrome/9.0.597.102 Safari/534.13",
   "tos_acceptance_time": {user_tos_acceptance_time}
}'

View API Logs

Under the Development tab, view stage and production API Logs in the Partner Center. Users can filter on date, endpoint (v2 and v3), HTTP method, and Response Status. Selecting a specific API call will expose the request and response headers, query parameters, and JSON body. All PCI and PII are redacted from the API parameters and response.

Filter API Logs

How to filter API logs in the Partner Center
How to filter API logs in the Partner Center

View API Logs Body

View the JSON body of an API request found in the API log
View the JSON body of an API request found in the API log

View API Call Details

View the details of an API request in the API log
View the details of an API request in the API log

Account Status

BETA

The Account Status tab is currently in BETA. Be sure to work with your WePay integration team, technical account manager, or API support to get BETA access to this offering.

The Account Status tab on merchant profiles allow you to view a merchant's:

  1. KYC Status
  2. Documents Required for Legal Entity verifications
  3. Upcoming Issues
An example view a the Account Status tab on a merchant's profile.
An example view a the Account Status tab on a merchant's profile.

KYC Status

This section will display any errant fields from the Legal Entity's KYC information. Each item will identify the person/entity, and the specific field missing.

For merchants onboarded via the WePay Merchant Center or KYC iFrame, this section will show if KYC has been submitted or not, and any fields that may need to be corrected. For merchants onboarded via you own custom KYC flow, this section will outline any errant fields.

Documents Required

For all merchants, this section will identify any supporting documents that WePay requires to verify the merchant. Note that this section relies on the newer identity_verification structure to identify the specific person/entity which must submit a specific document, so be sure to work with your WePay integration team, technical account manager, or API support to get this preferred method enabled for your app.

If your app is not enabled for identity_verification, then a generic message indicating that some documentation is required will appear. WePay support must then be engaged in order to get more specific information on what is required.

Current Issues

Current Issues will list out issues that are currently affecting your merchant's account in terms of the payments and/or payouts capabilities. The listed issues will have first a high level issue title, and then a generic issue description.


Use Partner Chat

Use the Partner Chat function to chat with live WePay Agents online Monday through Friday from 6 AM - 6 PM Pacific Standard Time.

Get support through live chat in the Partner Center
Get support through live chat in the Partner Center