Creating Merchant Templates
Templates are used to group merchant types. These templates then get assigned as `Prohibited Merchant Templates' and allow reporting on users who spend where they should not.
To create a merchant template:
1. Select the Admin tab then select the
Merchant Templates option from the left-hand side of the page;
2. From the Merchant Template page, click
Add Merchant Template;
3. From the Merchant Template Edit page, enter a name for the
Template;
4. Assign merchant types from the
Available Merchant Types list to the
Assigned Merchant Types list by using the directional arrow buttons