Account Management

You can use Tilled's Onboarding API to create custom onboarding forms. Tilled provides a GitHub project called Simple Onboarding Form as a roadmap for developers to customize the onboarding experience.

There must be a designated user in the Owner role on the account before any admin role can be established.

When creating a user, Tilled allows partner's to choose from the following roles:

User Role	Description
admin	Best for business owners and company administrators.
developer	Best for developers or people primarily using the Tilled API.
analyst	Best for people who need full access to Tilled data, but don't need to update business settings.
view_only	Best for people who need to view Tilled data, but don't need to make any updates.
merchant_owner	Best for the business owners of merchants
merchant_admin	Best for the company administrators of merchants

No. Your credentials for production will differ from those you used in sandbox. Check that you are not utilizing the sandbox account id for production.

Payments can only be processed by merchant/connected accounts, not partner accounts.

As a result, a partner may request to become a merchant on their own account. This is a conceivable circumstance in production, and the partner must be notified that they must be onboarded as a merchant, which is a slightly different process.

Requests fall into three categories: Common Detail Requests, Common Materials Requests, and Intensive Materials Requests.

For Common Detail Requests the necessary materials are a detailed clarification on the business model (products/services offered, transaction flow, and pricing on products offered,) explanations of verbiage/offerings on the Merchant’s website, and documentation of Merchant ownership of products/inventory.

For a Common Materials Request the necessary materials are a driver’s license, bank letter or voided check (can be submitted interchangeably,) EIN letter: Employer Identification Number verification provided by the IRS, Articles of Incorporation: State issued business registration with the Secretary of State, 501c3 (non-prod only): IRS registration for tax exempt entities, and a Reinstatement Letter of Incorporation- if business was previously dissolved.

For an Intensive Materials Request the necessary materials are six months of processing statements and the previous year(s) tax returns.

Tilled offers underwriting support for our Merchants and Partners! Reach out to our team at [email protected].

Whoever the applicant and control prong is can put their name in this field. When the merchant selects either Non-Profit or Charity as the business type, the application is processed accordingly.

Requests for updated bank accounts can be submitted to [email protected] as needed. All that is required is a copy of the voided check or a signed bank letter for the new account.

Refunds can be found on Column R of the Payments Report when exported from the console.