> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://ixopay.ferndocs.com/user-manual/manual/merchant/merchants-overview/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://ixopay.ferndocs.com/_mcp/server. # Merchants Overview Use the **Merchants Overview** to display your merchants and access associated configuration elements such as connectors and users. ## Global Merchants Overview The global Merchant Overview lists all merchants configured under the selected tenant, providing quick access to associated configuration elements for individual Merchants. You can: * [Create and edit Merchant Base Data](https://documentation.ixopay.com/manual/docs/merchant/profiles) * [Enable/Disable Merchant](https://documentation.ixopay.com/manual/docs/merchant/profiles) * [Archive Merchants](https://documentation.ixopay.com/manual/docs/merchant/archive) * Create Merchant Templates ![Global Merchant Overview](https://documentation.ixopay.com/manual/assets/ideal-img/global-merchant-overview.2d2cfa1.1280.png)Global Merchant Overview ## Detailed Merchants Overview Click on **Overview** for a merchant in the global Merchants Overview to display a detailed overview of that merchant. ![Detailed Merchants Overview](https://documentation.ixopay.com/manual/assets/ideal-img/detailed-merchants-overview.47adec9.1280.png)Detailed Merchants Overview 1. **Merchant Base Data** - The merchant base data summarizes all key elements of a merchant profile and its business. For more information see our tutorial on how tol [Create and Set Up a Merchant Profile](https://documentation.ixopay.com/manual/docs/merchant/profiles) 1. **Name** : Name of the Company, business or shop of the merchant 2. **GUID** : Global unique identifier of the selected merchant 3. **External Merchant ID:** Such as CRM system ID, if available 4. **Tenant** : The tenant the merchant is assigned to 5. **Address, ZIP Code, City, Country** : Location information 6. **Timezone** : Merchant's current time zone 7. **Website** : URL of the company or shop of the merchant 8. **Administrative, Technical and Risk Alert Email** : Displays multiple contact email addresses within an organization 9. **Default Risk Profile** and **Default VT Risk Profile (Virtual Terminal)** : Indicates whether a specific risk profile has been assigned to a merchant 10. **Status:** Indicates whether a merchant is enabled or not 2. **Connectors** - The **Connectors** sections displays all configured adapters and their respective payment methods assigned to a merchant profile. 1. **GUID** : Global unique identifier of the connector 2. **Name** : Name of the connector 3. **Adapter** : The selected adapter and interface type, in case the adapter and its payment method offers several API connections. 4. **Methods** : Displays the selected payment method offered by the adapter. 5. **Description** : A description of the adapter, which can be entered when setting up and assigning the adapter 6. **Risk Profile** : The risk profile assigned to the adapter and its payment method 7. **Provider** : The contractual provider for the connector 8. **Status** : Indicates whether the connector is enabled or not 9. For further information about a connector, click on the downward arrow on the left 3. **Users** - The users section displays the [API users](https://documentation.ixopay.com/manual/docs/connector/users/api) as well as [merchant users (web)](https://documentation.ixopay.com/manual/docs/connector/users/web) who have been granted access to the payment platform. 1. **GUID:** Global unique identifier of the user 2. **Type:** Indicates whether the user is a web or API user 3. **Username:** The user name 4. **Name:** First and last name of the user 5. **Email:** Email address of the user 6. **Status:** Indicates whether access to the payment platform is enabled or not 7. **Valid Until:** If needed, administrators can restrict access to a specific time period, which is indicated here 4. **Job Schedules** - This section displays an overview of all predefined tasks or processes that are automatically started at specific dates and times for the merchant. 1. **Job Type:** Name or definition of the job 2. **Schedule:** Information on the schedule settings in cron syntax 3. **# of Connectors:** Indicates how many connectors are related to this job 4. **Last run & Next Run:** The date the job was last run and when it will next run 5. **Status:** Indicates whether a job schedule is enabled or not 5. **Rolling Reserves** 1. **Method:** Lists the payment methods 2. \*\*Percentage & days :\*\*A pre-defined percentage that is withheld for an agreed period of time.