Choose a Bayarcash portal key

A portal key tells Bayarcash which of your portals receives a payment. Use separate portals to see which form, payment method or staff member each payment came from. You create and manage portals in the Bayarcash Console (Bayarcash guide to portals).

Portal keys only apply to live payments. In Test Mode, all payments go to the Bayarcash sandbox, and the Portal Key field stays locked until your Bayarcash account is connected.

Set your default portal

The default portal receives every payment that has no portal of its own. To set it:

1. Go to Platform Setup > Payment.
2. In Default Portal, choose a portal.
3. Turn Require staff to select a portal key on if staff must pick a portal on every form, or off to let them use the default.
4. Click Save Configuration.

Only the account owner can change these settings. See Connect your Bayarcash account.

Pick a portal for one form

To send one form’s payments to a different portal:

1. Open the form and go to the Payment Details tab.
2. Under Payment Configuration, choose a Portal Key. If a portal is not required for you, you can leave it empty to use the account default.
3. Choose a Payment Option. The list shows only the payment methods that portal offers.
4. Click Save changes (or Add Payment Form for a new form).

Pick a portal for a payment link

When you create a payment link from Quick Actions > Payment Link, choose the Portal Key before you pick the payment method. See Create a payment link.

Give staff their own portals

Staff with the Team role can be limited to their own portals:

1. Go to Team > Team Members and edit the staff member.
2. In Portal Key, select one or more portals.
3. In Require Portal Key, choose Required to track their sales to their own portal, or Optional - uses the default portal. Leave it empty to follow the account setting.
4. Save the change.

Staff then see only their own portals when they create a form or a payment link. Owners and admins always see every portal.

Common issues

I created a new portal in Bayarcash, but it is not in the Portal Key list. Why?

BCL keeps a copy of your portal list. Click the refresh icon (Refresh portal list) next to the Portal Key or Default Portal field to load it again.

If I change the Default Portal, do I have to update every form?

No. Forms that do not pick their own portal always follow the Default Portal, so they switch to the new one straight away.

Can I track each staff member's sales separately?

Yes. Give each staff member their own portal in Team > Team Members and set Require Portal Key to Required. Their forms and payment links then go to their own portal.

Related articles

• Connect your Bayarcash account
• Create a payment link
• Add a team member
• Team roles and permissions