Establish Processor Access - Overviews

Establish Processor Access

Overview

To operate the Chargeback Recovery flow end-to-end, Forter requires access to your payment processors. This access allows us to:

How to Grant Access

For each processor you use, create a new user account for Forter with access to:

Typical permissions required:

Use the following details when creating the user:

If you are setting up American Express (Amex), please use the following email address and reach out to your Forter Implementation Engineer

customer_name_amex@forter.com

Some processors may require you to contact support to enable user creation or grant dispute permissions.

Please follow your processor’s standard user management process or see detailed platform-specific instructions.

Once the account is created, please notify your Forter Implementation Engineer so we can verify access and begin monitoring your chargebacks.

Adyen

Create a new user using the details provided above. See Adyen's Manage Users page for setup instructions.

In the Role and Associated Accounts section, assign the following permissions:

In addition to user access, you’ll also need to set up an Adyen API Key

Braintree

To grant Forter access:

  1. Log in to the Braintree Control Panel
  2. Click the gear icon in the top-right corner and select Team
  3. Click New User
  4. Create a new user using the details provided earlier in this guide
  5. Assign the following permissions:
    • Transactions: View and download transactions (with masked payment data)
    • Reporting: Create, run, and download reports
    • Dispute Management: View, manage, and contest disputes
  6. Select the relevant Merchant Account ID(s) for this user
  7. Click Create User

Stripe

You can grant Forter restricted access by adding a user with the Support Specialist role.

To set up access:

  1. Log in to your Stripe account
  2. Go to Business Settings > Team
  3. Click + New User
  4. Use the user details provided earlier in this guide
  5. Select the Support Specialist role (which includes Dispute Analyst permissions)
  6. Click Invite

PayPal

You can grant Forter limited access to your PayPal Business account by assigning a dispute specialist role with permissions to the Dispute Resolution Center.

Required permissions:

To set up access:

  1. Log in to your PayPal Business Profile
  2. Go to Profile and Settings > My Settings
  3. Under Manage Users, click Get Started
  4. Add a new user using the details provided earlier in this guide
  5. Enable permissions related to dispute handling
  6. Save the user and share login credentials with Forter

Chase

Chase PaymentTech supports chargeback management through its Online Chargeback Management system.

To grant Forter access:

  1. Call Chase Merchant Services at 888-886-8869 and request that Online Chargeback Management be enabled for your account
  2. Once enabled, create a new user using the details provided earlier in this guide

American Express

If you are setting up American Express (Amex), please use the following email address and reach out to your Forter Implementation Engineer

customer_name_amex@forter.com

Amex provides a portal for merchants to manage chargebacks. Enroll here if you haven’t already.

To grant Forter access:

  1. Log in at merchantaccount.americanexpress.com
  2. Go to My Account > User Administration
  3. Click the Create tab
  4. Create a new user using the details provided earlier in this guide
  5. Assign the role: Other
    • Required permission: Resolve disputes & Manage Disputes
  6. Provide the username & password to your Forter POC

Shopify

You can share access by creating a Shopify staff account with limited permissions.

To set up access:

  1. Use the user details provided earlier in this guide
  2. Uncheck Full permissions
  3. Enable only:
    • Orders
    • Customers
  4. Click Send Invite

Global Payments

You can share access to your Global Payments Dispute Portal by creating a new user with the appropriate chargeback-related permissions.

To grant access:

  1. Log in to the Global Payments Merchant Portal
  2. Navigate to Account Management > User Management
  3. Click Create User
  4. Use the user details provided earlier in this guide
    • Assign the following permissions:
      • View Transaction Search
      • Export Reports
      • View Reports
      • View Chargebacks Reports
      • Dispute Edit Access

Final Step: Share Credentials with Forter

Once you've created user accounts for Forter, most processors will automatically send an invitation email to processors@forter.com. The Forter Implementation team will complete the setup from there.

If a processor does not send an automatic invite, please manually generate login credentials for the Forter user. Save the credentials in a .txt file using the file naming convention "JCBR-yourSiteName-processorName" and upload it securely to your S3 folder. Once completed, notify your Forter Recoveries contact to validate access.