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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
5. Click Update Changes.
See also:
Modifying Merchant Templates
Deleting Merchant Templates
Duplicating Merchant Templates


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