Manage Locations

Location Management is built for merchants who operate multiple MIDs (Merchant IDs) under a single Ecrypt login. From one set of credentials, a user can:

• Switch into any individual MID to run transactions, manage customers, send invoices, etc.
• Select multiple MIDs at once for consolidated reporting across locations.
• Choose which MID is their default location — the one Ecrypt automatically loads when they log in.

This guide covers both the Location Management settings page (where the default location is configured) and the Merchant Accounts switcher in the top-left of the dashboard (where users move between locations day-to-day).

Single-location vs. multi-location mode
Most actions in Ecrypt — running a transaction, creating a customer, building an invoice, pairing a terminal, configuring webhooks, etc. — are MID-scoped and require exactly one location to be active. If multiple locations are checked in the switcher, the dashboard enters consolidated reporting-only mode and transactional actions are unavailable until the user narrows the selection back to a single MID.

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The Merchant Accounts Switcher (Top-Left)

The button immediately under the Ecrypt logo shows the current scope: Clicking the button opens the Your Merchant Accounts panel.

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Panel Elements

• Search field — Search for a merchant account. Filters the list as you type.
• All Merchants — master checkbox that selects every MID at once (use cautiously on accounts with many MIDs).
• Merchant list — scrollable list of every MID the user has access to. Each row shows:
  • The merchant/location name
  • A status badge such as Demo or TEST (production MIDs have no badge)
  • A checkbox on the left
• APPLY — commits the selection and reloads the dashboard in that scope.
• Clear all — unchecks every selection in the panel.
• X (top right) — closes the panel without applying changes.

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How to Switch Into a Single Location

1. Click the location button in the top-left.
2. Click Clear all (if multiple are currently selected).
3. Check the box next to the location you want to work in.
4. Click APPLY.

The dashboard reloads scoped to that MID and the button now reads Reporting on [Location Name]. All transactional features become available.

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How to Run Consolidated Reports Across Multiple Locations

1. Click the location button in the top-left.
2. Check every location you want included in the consolidated view (or use All Merchants).
3. Click APPLY.

The button now reads Reporting on N locations. Reporting and transaction-list pages aggregate across the selected MIDs.

While multiple locations are selected, the dashboard is in reporting-only mode. You cannot run a transaction, create or edit customers, send invoices, build subscriptions, or change MID-level settings until you re-select a single location. Pages that require a single MID either redirect or display a prompt to narrow your selection.

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Location Management Page

Path: Settings → Account Settings → Location Management This page is where the user picks which MID Ecrypt should open by default each time they log in.

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Layout

A simple two-column table: A SAVE button sits below the list.

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Setting a Default Location

1. Navigate to Settings → Account Settings → Location Management.
2. Find the desired MID in the list (the list is alphabetical and may scroll).
3. Toggle on Set as default location for that row.
4. Click SAVE.

Next login, the dashboard opens already scoped to that MID. The user can still switch into any other MID at any time via the top-left switcher.

Setting a default location is a per-user preference. Each team member chooses their own default — useful for staff who primarily work out of a specific store, region, or business unit.

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Typical Use Cases

• Multi-store retailer. A regional manager defaults to the flagship store but switches into individual store MIDs throughout the day to spot-check transactions.
• Franchise operator. Each franchise location is its own MID. The owner runs end-of-week consolidated reporting by selecting all locations, then narrows back to one MID to issue a refund.
• Holding company. Multiple business entities share one Ecrypt login. Each entity has its own MID with separate processing, deposits, and statements; consolidated reporting gives a portfolio view.
• Test + production side-by-side. TEST MIDs let developers and admins verify integrations without affecting live processing. The TEST badge in the switcher makes it obvious which environment is active.

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Tips & Best Practices

• Default to your most-used MID. If you spend 90% of your time in one location, set it as default to skip the switcher on every login.
• Always confirm your scope before transacting. Glance at the top-left button before running a payment or issuing a refund — it tells you exactly which MID the action will hit.
• Use consolidated mode for reporting only. When you need to take action on a specific transaction or customer, re-select that single MID first.
• Search before scrolling. On accounts with many MIDs, the search field in the switcher is faster than scrolling the list.
• TEST MIDs are clearly badged. If you see a TEST tag in the switcher or location list, transactions in that MID will not settle real funds — useful for training new staff or validating new integrations.
• Permissions still apply per MID. Even though one login spans multiple locations, a user’s permissions (Transactions, Customer Vault, etc.) are configured per MID under User Management. Access to a location in the switcher does not imply the same permissions in every location.