Multi-tenancy

This guide shows how integrators and BPO organisations can manage payments for several clients from one Merchant Portal login, using organisations.

Video walkthrough: Setting up multi-tenancy in Shuttle

Overview

Each client gets its own organisation, with its own team, billing, accounts and payment providers. You see them all from one login and switch between them, while each client’s data, configuration and reporting stay separate.

Key benefits

• Central management: oversee every client’s payments from one login
• Provider independence: the same workflows whichever payment provider each client uses
• Client separation: each client’s data, configuration and reporting are kept apart
• Scale: onboard and manage hundreds of client organisations
• One API: integrate once and use it across every client’s accounts

Setting it up

Step 1: Your own login

Sign up to the Merchant Portal with your own business details, not a client’s. Your login can belong to any number of organisations, with a role in each. See Organisations, accounts and users.

Step 2: An organisation for each client

1. Open the menu under your account name and select My Organisations.
2. Select Add Organisation.
3. Enter the client’s name and website, then select Save.

Repeat for each client. Each organisation has:

• its own team
• its own billing and reporting
• its own configuration
• its own branding and settings

Step 3: Accounts for each client

Inside each client’s organisation:

1. Open the menu under your account name and select My Instances.
2. Select New Instance, then Create Instance.
3. Connect the client’s payment provider under Configure > Payment Processing. See Payment processing.
4. Set up what the client needs, such as payment links, voice payments and branding, under Configure.

Advanced use cases

Geographic separation

For organisations managed by region, create a separate organisation for each region, for example:

• Client-US: North American operations and compliance
• Client-EMEA: European operations with local payment methods
• Client-APAC: Asia-Pacific configurations

This lets you manage each region’s:

• compliance
• local payment methods
• currencies
• team

Department separation

Large businesses may want to keep departments apart:

• Client-Sales: customer-facing payments
• Client-Operations: internal billing and reconciliation
• Client-Support: refunds and disputes

Billing

By default, each organisation is billed separately, so each client receives its own invoices. This works well when clients pay their own payment processing costs.

If you’d rather pay for all your client organisations centrally, consolidated billing is available. Contact our support team to discuss it.