# 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:

- **Receive chargeback notifications** directly from the processor (when available)
- **Monitor dispute activity** and triage failures
- **Submit representments** and supporting evidence on your behalf

## How to Grant Access

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

Typical permissions required:

- Disputes/chargebacks
- Transactions/reporting
- Evidence upload (if applicable)

Use the following details when creating the user:

- **Email**: [processors+customerName@forter.com](mailto:processors+customerName@forter.com) (for example [processors+Forter@forter.com](mailto:processors+Forter@forter.com) or [processors+googleslides@forter.com](mailto:processors+googleslides@forter.com))
- If you are unable to use [processors+customerName@forter.com](mailto:clara.sloane+customerName@forter.com), please use [clara.sloane+customerName@forter.com](mailto:clara.sloane+customerName@forter.com)
- **Name**: Forter Chargebacks
- **Phone**: 1-800-537-0601
- **Address**: 575 Fifth Avenue, 29th Floor, New York, NY 10017

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](mailto: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](https://docs.adyen.com/account/users/) for setup instructions.

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

- **Merchant Standard**
- **Merchant Allowed own Password Reset**
- **Merchant System Messages**
- **Merchant Dispute Management**
- **View Payments Roles**

In addition to user access, you’ll also need to set up an [Adyen API Key](https://docs.forter.com/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:

- READ_SELLER_DISPUTE
- UPDATE_SELLER_DISPUTE

To set up access:

1. Log in to your [PayPal Business Profile](https://www.paypal.com/signin)  
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](https://www.chase.ca/en/support/managing-your-account/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](mailto:customer_name_amex@forter.com)

Amex provides a portal for merchants to manage chargebacks. [Enroll here](https://www.americanexpress.com/us/merchant/support-center/disputes/logging-in-and-enrolling.html) if you haven’t already.

To grant Forter access:

1. Log in at [merchantaccount.americanexpress.com](https://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  
   - Email -> [customer_name_amex@forter.com](mailto:customer_name_amex@forter.com)
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](mailto: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](https://portal.forter.com/app/integration/docs/secure-file-transfer). Once completed, notify your Forter Recoveries contact to validate access.