Instructions for Connecting Your Braintree Account

Step 1: Access your Braintree Account

  1. Login into the Braintree Control Panel.
  2. Click on the gear icon next to the search bar at the top right-hand side.
  3. Click Team under the dropdown menu.

You will be brought to the page with a list of current users on your team and their respective roles.

Step 2: Set up a New Role

  1. Click on the Manage Roles button to see a list of your existing roles.
  2. Click on the New Role button to create a new role.
  3. View Only
    Type this into the Name field.
  4. Scroll down the list of boxes under Rights Granted.

  5. Check the Reporting boxes - Create, Run, and Download Reports and View Dashboard Graphs.

  6. Check the Statements box - View Statements.

  7. Click on the Create Role button.

You will receive a confirmation message. Confirm that your role settings are correct.

Step 3: Invite Jenfi as a New User

  1. Click on the Users tab at the top of the page.
  2. Click +New User.
  3. Copy/Paste 'Email To Invite' (see below) into the email field.
  4. Check Boxes
    1. Under API Access, check API Access.
    2. Under Roles, check View Only.
    1. Under Merchant Accounts, check All.
  5. Click on the Create User button.

Jenfi will receive view-only access of your Braintree Account upon accepting the invitation email.