SwipeSimple: Manage Accounts in SwipeSimple RAMP

Last Updated: May 29, 2024

What's in this article?

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

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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

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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)

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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

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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

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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

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