First, lets discuss how this feature can be useful. You can see your merchant's recent check and deposit history, fee history, billpay history, help track deposits, and much more. You get to see what they see, which helps when your merchant has specific questions about using the system or locating a recent deposit. And...it's just plain cool to impersonate!
Start by locating your merchant. Log in to your Green.Money ISO account and click on ACTIVE MERCHANT SEARCH.
You will be taken to this screen. You can enter the name of the merchant OR the name as it appears on their bank account. You can also use the shortcut letters. Click A and this is what you get (the following is for example only)...
Now, click on IMPERSONATE under the Merchant ID.
From the moment you press the IMPERSONATE link you will be on your merchant's account. This impersonation is READ ONLY. You will NOT be able to enter or make changes to checks, issue refunds, make changes to their account, or anything else from this view. This is for viewing account activity and customer support only.
YOUR MERCHANT'S DATA IS SENSITIVE AND MAY NOT BE SHARED WITHOUT THEIR AUTHORIZED, PRIOR WRITTEN CONSENT.
Once you are finished Impersonating your merchant you can return to your ISO account by clicking on your name at the top of the screen. DO NOT USE THE BACK BUTTON ON YOUR WEB BROWSER TO GO BACK. THAT WILL NOT WORK. Click on your name at the top of the screen above the menu bar.