1.2.2. Instance management¶
After installing the Merchant Backend, you will be asked to create a “default” instance to begin using the Merchant Backoffice.
The “default” instance is the main admin and is required to manage other instances.
You can also create additional instances for different points of sale and different bank accounts. Each instance can have multiple bank accounts, but each bank account requires a unique instance.
1.2.2.1. 1. Instance overview¶
To view all instances, navigate to the “List” page in the sidebar section “Instances”. This page displays a complete list of instances along with essential details like instance ID and business name.
There are subpages under Instances:
Active: Displays all currently running instances.
Deleted: Displays instances that have been removed but not yet permanently purged.
To view all orders for a specific instance, click on its Instance ID.
1.2.2.2. 2. Adding a new instance¶
Before creating additional instances, ensure you are logged in to the default instance.
To add a new instance:
Click the “+ New” button in the “Instances” section of the sidebar.
Alternatively, go to the “List” page and click the “+” button in the top-right corner.
1.2.2.2.1. Simple instance creation¶
This method allows quick setup with minimal details:
Identifier (required, URL friendly): If creating the default instance, it will be inactive and set as default.
Business name (required): Legal name of the business represented by this instance.
Enable access control: If enabled, you must set a password to access the website or make API calls.
We strongly recommend enabling this option and setting a password unless you are using the Merchant Backend for testing or have set up a reverse proxy through Nginx or Apache.
New access token: Password for access control.
Repeat access token: Repeat password for access control.
Once completed, click the “Confirm” button to create an instance.
1.2.2.2.2. Advanced instance creation¶
For additional business details on receipts and compliance requirements, use this option. You can always edit these details later. All fields from “Simple instance creation” section are included, plus:
1.2.2.2.2.1. Contact information¶
Email: Business contact email.
Website URL: Official website of the business.
Logo: Upload a business logo.
1.2.2.2.2.2. Business address & Jurisdiction address¶
Expand these sections to enter detailed location information:
Country
Address
Building number
Building name
Street
Post code
Town location
Town
District
Country subdivision
1.2.2.2.2.3. Payment settings¶
Pay transaction fee: Defines who covers deposit fees (Merchant/Customer).
Default payment delay: Default time for customers to complete payments (default: 2 hours).
Default wire transfer delay: Maximum time for the exchange to transfer funds to the merchant’s bank account.
Once all fields are filled, click “Confirm” to create the instance.
Note
For more on payment & wire transfer delays, refer to this tutorial.
1.2.2.3. 3. Editing an instance¶
To edit another instance, you need to log in to the default instance.
To edit the current instance, navigate to the “Settings” page in the sidebar. All fields from the “Advanced instance creation” section can be modified here.
1.2.2.4. 4. Deleting an instance¶
To delete an instance:
Log in to the “default” instance.
Navigate to “List” in the “Instances” section.
Click “Delete” next to the instance.
Warning
Deleted instances are not permanently removed. They remain in the Deleted section until purged.
1.2.2.4.1. Permanently removing an instance¶
To completely remove an instance:
Go to the “Deleted” section.
Click “Purge” to erase the instance permanently.
Warning
This action is irreversible.