Russian version of the article is available down the link
What is Brands
“Brands” is a unique solution which infrastructure and logic provides a number of benefits:
1. minimum security risks
2. simple company management (i.e. multi-company supervision within one interface)
3. single point of revenue visualisation for a brand with a multi-accounts business.
(Brand > Merchant > Company > a list of revenue for each company)
4. easy customer wallet* administration
(* in development)
5. elegant franchise and multi-country brand supervision
A Brand’s hierarchy incorporates the following levels:
1. Brand - a concept that unites all companies linked to certain branded apps and their management.
2. Merchant - a notion based on a single set of financial/payment rules for a company/group of companies connected to it.
Merchant should not be confused with a generally accepted notion of “Payment gateway”. Although it relates to payments and financial settings, however, encompasses a much broader feature scope than a Pay-gate account.
3. Company - a minimal management unit within Brand, allowing to make settings and run business in a specific location.
Operations with merchants
Merging merchants (temporarily available to admin only)
By default each company in 1 Brand is added to a separate merchant. If a brand is a multi-company one and merchant re/grouping is required (for example grouping of 6 companies into 3 merchants) this can be done via merchants merge.
To merge merchants, access tab Merchants > choose the Merchant you need to merge > tap On “More item button” in the top right corner of the screen > select “Merge” and specify the target Merchant into which you want to merge this merchant.
Once the merge is processed all the companies and payment gateway of the old Merchant will be transferred to the target merchant. The old merchant will be deleted.
It is recommended to group single currency companies into 1 merchant. This secures clarity and efficiency in promotion campaigns administration, customer wallet balance charges etc.
Editing a merchant (temporarily available to admin only)
To edit a merchant’s name access tab Merchants > choose the Merchant you want to edit > tap On “More item button” in the top right corner of the screen > select “Edit” > rename the merchant in the pop up window and press “SAVE”.
Deleting a merchant (temporarily available to admin only)
To delete a merchant access tab Merchants > choose the Merchant you wish to delete > tap On “More item button” in the top right corner of the screen > select “Delete” > reconfirm by tapping on “DELETE”. ” Delete” option is for erasing accidentally added merchants with no companies in them. In case there are companies in the merchant its elimination is only possible via merge option.
Adding a merchant
To add a new merchant proceed to the tab Merchants > tap on ADD > fill in new merchant name > press ADD to finalise.
Prospective merchant benefits*
1. possibility to create promotion campaigns for all companies linked to 1 merchant.
(this way coupon holders will get discounts for services provided by any company added to the same merchant)
2. allowance to set customer wallet rules on Merchant level.
(so, customers will be able to use wallet balance for trips and services of all companies within a Merchant)
* dependent on customer wallet implementation
Who is a Brand manager
Brand manager is a role that allows for master level management of all brand entities:
brand settings, merchants, payment gateways, companies.
By default a Brand manager’s role is given to the full access company manager who registered the company.
How to add a new Brand manager
Master brand manager can add other brand managers and they, on their part, are also able to add other brand managers. Any brand manager can delete other managers but the Master one whose access can not be disrupted.
To add a new Brand manager go down as per below steps:
Brands > select the required App (in case multiple) > User management > ADD A USER > Fill in a new manager’s name and email address
The new brand manager will get an invite to the specified email with the link to access the brand.
All brand managers have the same access level as Master brand manager. Thus, one should take into account all security risks before inviting a new persona to manage the brand.
Brand managers vs Company managers
Company managers/users have access to a particular company as per permission type (full, driver management , etc)
Brand managers have access to all brand components.
If the same email is given a different user role within several companies linked to 1 brand the system will offer a drill down to company level.
How to add a Payment gateway
All payment gateways and their settings are handled on Merchant level
Multiple Payment gateways can be added to one Merchant.
To add a new Payment gateway proceed to Brands > select the App (if multiple) > choose the required Merchant (if multiple) > access the tab Payment gateway > tap ADD > pick the Payment gateway you need > fill in the required fields > tap ADD
Added payment gateways can be disabled or edited. Just access the Merchant you need > go to the tab Payment gateways > select the required Payment gateway > tap on "More items" button and choose the option you need.
How to activate a Payment gateway for a company
Any Payment gateway added to a merchant can be further activated for any company included into the Merchant.
To activate a Payment gateway for a company proceed with the following steps:
Search the company you need by name or ID > access the company > proceed to Company management > go to the tab Payment gateway > select the Payment gateway you need out of the list of gateways added to the Merchant (in case available) > press Save
Adding a payment gateway video shows the step-by-step flow of adding a payment gateway and activating it for a company.
"Search" option offers easy browse in between all brand subdivisions
One can easily go through all Brand subdivisions : Brands, Merchants, Companies using "Search".
Consult the post Brand settings to get details on managing your Brand-related links and settings.