Building Better Commerce

Fraud & Payments Professionals
  • Hi Member

Member Portal Help/FAQs


Overview Subscription
My Profile Company Profile Additional Assistance

Overview | Top

The Member Portal enables MRC members to quickly view information about their company's MRC membership as well as access self-service tools to update their contact details, professional information, and communication preferences. Users with appropriate permissions may also approve or decline the addition of new users to their company's membership, modify role assignments for existing users, and update the account and billing details for their company/organization. In addition, the Member Portal allows all users to conveniently access members-only benefits, including communities, directories, and resource materials.



Subscription | Top

The Subscription page enables you to view details about and benefits associated with your company's membership. Users with appropriate permissions may approve or decline the addition of new users, deactivate users, or reactivate users as needed.


Membership Benefits | Top

To view key details about your company's MRC membership, click Subscription in the left navigation menu. The Subscription page displays how long your company has been a member of the MRC and the expiration date of your company's membership. A full list of membership benefits for your company's subscription may be accessed by clicking the thumbnail image shown on the page, which will download a PDF.


Manage Subscription | Top

Users with the Subscription Administrator or Subscription Master role may view the list of users on their company's account by clicking Subscription in the left navigation menu, then clicking Manage Subscription. The resulting Manage Members page will display active users by default, their email addresses, and user roles. To view all users regardless of status, those users who were deactivated from your company's membership, or users who were denoted as having left your company, select the desired option from the View drop-down, which will then refresh the results. Note that ten users are displayed per page; use the arrow buttons on the bottom of the page to view additional results. To the right of the View drop-down is a search field to locate users by name or email address; both partial and full searches are supported.

Users with Subscription Administrator or Subscription Master privileges may change an individual's role by clicking the Role drop-down in the row corresponding to the person, then selecting the desired role. A pop-up will appear to confirm the change in role. After clicking OK, a confirmation message will be displayed to verify that the user's role was successfully modified. For information about user roles and the specific functions each permits, please see the User Role section of this Help/FAQs page.


Adding Users | Top

Users may join their company's MRC membership in one of two ways:

1. They can be invited to join the membership by a Subscription Master or Subscription Administrator.

2. They can submit the New User Request Form and have a Subscription Master or Subscription Administrator approve their request.


User Invitations | Top

Users with the Subscription Master and Subscription Administrator role may invite other users to join their company's membership by clicking Subscription in the left navigation menu of the Member Portal, clicking Manage Subscription, then clicking the Invite Users button. In the resulting popup, enter the first and last name of the person being invited, then enter their email address in the space provided. After typing the "@" symbol as part of the email address, a list of email domains the MRC has on file for your company will be shown. Select the appropriate domain for that user's email address, then enter the names and email addresses for any other users, clicking the + sign in the lower left portion of the popup if additional rows are needed. If one or more email domains for your company are not reflected in the Email Address drop-down as part of the popup, please contact the MRC Membership team at membership@merchantriskcouncil.org.

After entering names and email addresses, click the Invite button. For each user, an email message will be sent to the email address supplied with a unique alphanumeric key and an invitation to the user to join your company's MRC membership. The user will simply copy and paste the member key into the MRC New User Request Form to validate ownership of their email address, then fill out the brief professional details and select their desired communication preferences. When the invitee submits the New User Request Form, they will automatically be added to the membership since the invitation was initiated by a Subscription Master/Administrator (a Master/Administrator does not need to log into the Member Portal to provide approval).

Note that user invitations expire after 10 days. If a newly invited user has not completed the New User Request Form within eight days of being invited, they will be sent an email reminding them their invitation will expire in two days. If the newly invited user does not complete the New User Request Form within 10 days of being invited, their information will be removed from the MRC's systems. In this case the user will need to be re-invited, or they may obtain a member key by signing up for MRC emails or an MRC webinar, MRC Connects event, or MRC conference as described here.

Users added through the Invite Users process are assigned the base Standard Subscriber role by default. To set an invited user's role to one with additional functionality (Subscription Billing Manager, Subscription Administrator, or Subscription Master), Subscription Masters/Administrators can log into the Member Portal to change the invited user's role after they have completed the New User Request Form and been added to the membership. More information about changing user roles is included in the Manage Subscription section of this Help/FAQs page.


Other New User Requests | Top

Users who have not received an invitation but would like to be added to their company's MRC membership may submit the MRC New User Request Form. Use of this form requires a valid company email address and a member key, which the recipient will receive via email after registering for an MRC webinar, an MRC Connects event, or an MRC Conference. Users will also receive a member key by clicking Sign Up for MRC Updates at the bottom of any page on the MRC website, then completing and submitting the pop-up. After a person submits the New User Request Form, the user will be placed in a pending status for a Subscription Master or Subscription Administrator to approve or decline.

A link to this form is found on the merchantriskcouncil.org website by clicking Membership, then Getting Started, then New User Request Form. Existing MRC users are welcome to direct colleagues to that page for information on how to submit a request to join their company's membership.


Approving or Declining Pending Users | Top

Users with the Subscription Master or Subscription Administrator role may approve or decline users by clicking Subscription in the left navigation menu of the Member Portal, clicking Manage Subscription, then changing the display to View: Pending Users. After viewing the user's name and email address, click the Action drop-down in the row corresponding to the user and select either Approve or Deny. A pop-up will appear to confirm your selection; click OK to proceed.

When a pending user has been approved, a welcome email will be sent to the new user; the email will have the subject line "MRC Membership Information." A second email will automatically be sent to the new user so that they can create an account password, which must be completed before the user may access the Member Portal, MRC Communities, or members-only resources on the MRC website.

Note that while each user may only possess one user role, a company/organization may choose to have two or more users with the Subscription Administrator, Subscription Billing Manager, or Subscription Master roles if desired. See the User Role section of this Help/FAQs page for information on the functionality associated with each of the four user roles.

If Deny is chosen for a pending user, the individual will be denoted as a denied user and will not receive a notification to create a password to access the Member Portal, MRC Communities, or members-only resources on the MRC website. The person will also receive an email with the subject line "Your MRC New User Request has been declined" and will appear under View: Denied Users in the Manage Subscription area of the Member Portal. If a user's request to be added to your company's membership was denied in error, they must re-submit the New User Request Form.

If one or more new users are pending review, a daily email will be sent to those with the Subscription Administrator or Subscription Master role with the subject line "New MRC user requests are pending your review." If one or more users remains pending on the Sunday after their submission, a weekly email will be sent with the subject line "Action required: Please review new MRC user requests." Subscription Masters and Subscription Administrators will only receive these notifications if new users are pending approval. Note that new user requests may be approved or denied at any time; a Subscription Master or Administrator does not need to wait to receive a daily or weekly email before taking action.


Deactivating Users | Top

Users with the Subscription Administrator or Subscription Master role may deactivate users. This functionality is useful in cases where a person has left your company or no longer wishes to participate in the MRC (e.g. the user is no longer involved in a fraud or payments related role).

To deactivate a user, click Subscription in the left navigation menu, then click Manage Subscription. The resulting page will display active users, their email addresses, and user roles. Navigate to the user who should be deactivated, or use the search field to the right of the View drop-down to find the user.

Then, click the Action drop-down in the row corresponding to the user and select either Deactivate or Left Company. Deactivate should be selected if the user still works for your company/organization, but has changed roles or otherwise does not want a login for the MRC website, participate in MRC Communities, etc. Select the Left Company option only if the user no longer works for your company/organization. A pop-up will appear to confirm your selection; click OK to proceed.

Note that an email with the subject line "Your MRC account has been deactivated" will automatically be sent to the email address on file for the deactivated user as confirmation of the action taken. (Delivery will not succeed if the user's email account has been disabled.)


Reactivating Users | Top

Users with the Subscription Administrator or Subscription Master role may reactivate users who have been deactivated from their company's MRC subscription. This functionality is useful in cases where a user was deactivated in error, or a previously deactivated user again wishes to participate in the MRC.

To reactivate a user, click Subscription in the left navigation menu, then click Manage Subscription. On the resulting Manage Members page, use the drop-down to select "View: Deactivated Users" and then navigate to the user who should be reactivated (alternately, use the search field to the right of the View drop-down to locate the user who should be reactivated). Next, click the Action drop-down in the row corresponding to the user and select Reactivate. A pop-up will appear; click OK to confirm the reactivation.

Note that a confirmation email will automatically be sent to the email address on file for the reactivated user; the email will have the subject line "Your MRC account has been reactivated." A second email will automatically be sent to the user with instructions on creating a new password, which must be completed before the user may re-access the Member Portal, MRC Communities, or members-only resources on the MRC website.



My Profile | Top

The My Profile page displays the contact information, address, and professional information the MRC has on file for you. An export feature enables you to see a summary view and save or print the details the MRC has on file. Changes to your account password and the types of emails you receive from the MRC may also be made on this page.


Contact Information, Address, and Professional Information | Top

To review your contact information, address, and/or professional information, click My Profile in the left navigation menu. Please check the respective sections on the page for accuracy. If any information is incorrect or has changed, please click Edit Profile Information and update the details in the associated field(s). Those fields marked with a red * are required. When finished, click Save Profile Information at the top or bottom of the page.


Export Profile | Top

To view the details the MRC has on file about you, click the My Profile link in the left navigation menu, then click the Export Profile button. A new browser tab will open and display your information, which may then be saved as a PDF or printed if desired.


Communication Preferences | Top

To view the types of emails you receive from the MRC, click My Profile in the left navigation menu and scroll to Communication Preferences. This section displays and describes the various types of emails the MRC sends to its members. A checkmark denotes a type of email to which you are currently subscribed.

To appear in the Member/Company Search Directory and Sector/Location Search Directory located on MRC Communities, simply select the Appear in Directory Search Results option under Communication Preferences. By selecting this preference, your name, company, job title, city, state/province, and country will appear in these directories using the details provided in the Contact Information, Address, and Professional Information sections of the My Profile page. Updating details in any fields in these sections will trigger an update of those details on MRC Communities within 30 minutes. If you would also like your email address, mailing street, business phone number, or other details shown in the MRC Communities Directories, you can modify your Privacy Settings on MRC Communities. For more information, please see the MRC Communities Help/FAQs page.

To make any changes, click Edit Profile Information at the top of the screen, then check or uncheck the relevant box(es) and click Save Profile Information at the top or bottom of the page.


User Role | Top

To view the user role associated with your MRC account, click My Profile in the left navigation menu and scroll to the User Role section. The role associated with your profile is shown here. Note that there are four roles which enable users to access specific features and perform certain functions within the Member Portal:
  • Standard Subscriber: Update your own contact details, change your password, and view company and subscription details.
  • Subscription Administrator: All functions of the Standard Subscriber role, plus functionality to manage existing users and approve and decline the addition of new users.
  • Subscription Billing Manager: All functions of the Standard Subscriber role, plus functionality to update company account and billing details.
  • Subscription Master: All functions of the Subscription Administrator and Subscription Billing Manager roles.
Subscription Administrators and Subscription Masters at each company are responsible for assigning -- and modifying, if needed -- user roles.


Change Password | Top

If you would like to change the password associated with your MRC account, click the My Profile link in the left navigation menu, scroll to the bottom of the page, then click the "Click here to change your password" link. On the Change Password page, enter your existing password in the Current Password field, then enter a new password in the second field. Your new password must contain at least one upper case letter and at least one number, and must be at least eight characters in length. Special characters such as !, @, #, %, &, and * are supported. Re-enter your new password in the Confirm Password field, then click Submit. A green success message will then be displayed to verify the change.



Company Profile | Top

The Company Profile page displays the key account and billing details the MRC has on file for your company/organization. Users with appropriate permissions may update these details.


Account Information | Top

To view the information the MRC has on file for your company/organization, click Company Profile in the left navigation menu. Key details are shown in the Account Information section of the page. The MRC uses the information in this section in the following ways:
  • Company Name -- The name entered here is how your company/organization will be displayed on the MRC website and in the MRC directories on the MRC Communities site.
  • Company Description -- The text entered in this field is displayed in the MRC directories on MRC Communities.
  • Org Type -- The selection here controls how your company is surfaced in the Sector/Location Search Directory on MRC Communities.
  • Solutions -- This section is applicable only to Solution Providers; the information provided here will be used as part of a future Solution Provider Directory on MRC Communities, enabling MRC members to find solution provider companies by solution type.
  • Website home page and Company Logo URL -- These two fields, in conjunction with the Company Name field, control how your company is displayed on the member listing pages on the MRC website (Industry Partner Members, Solution Provider Members, and Merchant Members).
  • Primary Contact -- This is the individual your company/organization has designated as the main point person for any subscriber approvals, declines, or deactivations, or any general questions regarding your company/organization's MRC membership.
Users with the Subscription Billing Manager or Subscription Master role may update details in this section by clicking Edit at the top or bottom of the page. Those fields marked with a red * are required. Click Save at the top or bottom of the page after making any changes.


Billing Information | Top

To view the main billing details the MRC has on file for your company/organization, click Company Profile in the left navigation menu. Key details are shown in the Billing Information section of the page. Users with the Subscription Billing Manager or Subscription Master role may update details in this section by click Edit at the top or bottom of the page. Those fields marked with a red * are required. If desired, a different person may be selected in the Billing Contact Name drop-down than the one designated as your company/organization's Primary Contact. Click Save at the top or bottom of the page after making any changes to the Billing Contact, Secondary Billing Email, or Billing Address details.



Additional Assistance | Top

If you have any questions after reviewing this Help/FAQs page, please contact us by filling out the MRC Contact Us form and selecting the Member Portal radio button.