Use SwipeSimple RAMP to:

• Access transaction data for all SwipeSimple accounts in your portfolio
• Manage account information for all SwipeSimple accounts
• Customize and edit RAMP settings for your onboarding team
• Add new users to your onboarding team
• Access to SwipeSimple Resources and support materials

Customize SwipeSimple RAMP from the Settings tab

• Choose to allow merchants to add users from SwipeSimple Dashboard
• Opt in to SwipeSimple new user emails
• Customize your support text for merchants
• Upload your logo to participate in co-branding

From the Settings tab you can edit:

• Company Name
• Phone Number
• Time Zone
• Daily Report Time
• Signature settings
• Tax settings
• Tip Settings

Click Update Settings once complete

From the Users tab:

• View merchant emails
• Update user settings
• Add New User
• Act as User (Act as User allows you to view SwipeSimple Web as the merchant sees it from their account)

Reset a merchant’s password:

1. Click into the account from the Companies tab
2. Click on Users
3. Select the user email
4. Click on Reset Password

Update Merchant Account information:

• Batch Time
• Time Zone
• Merchant Account Name

Once an account has been onboarded, VAR sheet updates need to be completed by SwipeSimple support

View a merchant’s Transaction Reports:

• Daily breakdown of merchant transactions
• Separate reports for each merchant account
• Use as a tool to easily view merchant transaction details