Control Panel login credentials

Anyone can reset their password by clicking the Forgot? link on the sign-in page. Alternatively, users with the Manage Users permission can change passwords and make other changes to users in the Control Panel.

If you would like to update the email address associated with your Control Panel user, navigate to Account > My User. You must have access to the original email account in order to confirm the update. If you no longer have access to the original email account, you should create a new user.

Securely upload business documents

In some situations, we may ask you to provide us with sensitive information or documentation (e.g. if you request to update your bank account information, we'll ask you to provide specific bank documentation). Account Administrators and users with the Business Management role permission can upload all requested documents in the Control Panel.

You can upload documents by following these steps:

  1. Log into the Control Panel
  2. Navigate to Account > Business Uploads
  3. Select the reason for uploading your document
  4. In the Notes field, enter your case number and/or the Support representative's name that you’ve been in contact with
  5. Click Continue
  6. Click Add Document and select the file you’d like to upload
  7. Click Upload Documents & Finish

After you complete these steps, the appropriate team will be notified and will follow up with you.

note

The Business Uploads tool can accept PNG, JPG, PDF, CSV, XLS, XLSL, and XLSX files. Password-protected documents are not supported and will cause an upload error.

Bank account information

We partner with different banks to provide merchant account services to businesses around the globe. Those partners have different requirements for account changes, based in part on local regulations. You can find a list of the documents required in your region within the bank specific support articles you received at the time of your onboarding. If you are unsure of your account setup, contact our Support team for more information on what you'll need to provide.

When you are ready to update your bank account information, follow the steps above to upload the appropriate bank documentation in the Control Panel.

note

The account submitted must be a business checking account. Savings, deposit-only, and prepaid debit accounts will not be accepted.

Viewing your bank account information

Merchants using Braintree Direct that are located in the US and EU can view the bank account associated with their merchant accounts in the Control Panel. This is the bank account that we send funds – or disbursements – to. To view your disbursements account:

  1. Log into the Control Panel
  2. Navigate to Account > Merchant Account Info
  3. Scroll down to the Merchant Account section
  4. Under the Bank Account column for the account of your choice, click View

The Disbursement Bank Account page has both the routing number and the last four digits of the bank account associated with the selected merchant account.

note

Users can only access the Disbursement Bank Account page if the merchant account they are trying to view is included in their role permissions. If you need to view an account that is not included, have your account admin edit your user to include that merchant account.

Other types of updates

The authorized signer on the account will need to contact us to update any of the following:

  • Legal name
  • DBA (Doing Business As)
  • Contact information
  • Product or website changes
  • Control Panel time zone
  • Statement descriptor

Authorized signer

The authorized signer for your Braintree account is the only person who can request access or make changes to sensitive account information, such as transaction details, bank account information, or statement descriptors. This individual and their associated authorized email address were determined during the application process.

Authorized signers are not the same as the Account Admin user role in the Control Panel, and can't be managed via the Control Panel; to change your authorized signer or add additional signers, contact our Support team.

Still have questions?

If you can’t find an answer, contact our Support team


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