Add/Remove Client

Adding a client to a collection means you are authorizing another merchant on the Tranzakt platform to manage that collection. This authorized merchant will have the ability to generate new invoices using their API keys and can also invalidate existing invoices. Essentially, you’re granting them permission to handle specific aspects of the collection process on your behalf.

Who is a “Client” or “Collection Client” or “Authorized Merchant”

A Client is a merchant on the Tranzakt platform who has been authorized to manage and process transactions for a collection created by another merchant, known as the Collection Owner. In simpler terms, the Client handles transactions for a collection on behalf of the Owner, allowing them to efficiently manage invoicing and payment processes.

Add Clients

To add a client, go to the menu on the “View Collection” screen and select “Add Client.” A modal will appear for you, the collection owner, to enter the Client’s ID (Organization ID). An indicator will show whether the Organization ID is correct by displaying the Client’s Business Name on Tranzakt. Once the client is added to the collection, they will receive both an email notification and a dashboard notification informing them of their addition by you.

Remove Clients

To remove a client, go to the menu on the “View Collection” screen and select “Remove Client.” A confirmation modal will pop up for you to confirm the removal. Once the client is removed from the collection, they will no longer be able to generate invoices for that collection.