Overview

Setting up a third-party login for Cardpointe gives your Bench bookkeeping team view-only access to your Cardpointe Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

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What You'll Need

Owner/Admin access to your Cardpointe account

Setup Instructions

From your main Dashboard, click Administration in the top toolbar.

Select the Users tab.

Click + New User.

Enter the following information:

First Name: Bench
Last Name: Accounting
Email: thirdpartylogins+business.name@bench.co
Time Zone: UST

Click Save.

Scroll down to the Site Permissions section. Under Reporting, toggle the following to ON:

Transactions
Gateway Batches
Funding
Statements

Ensure Virtual Terminal and Terminal permissions are toggled OFF (to keep the account view-only).

If prompted, enter the security code sent to your email or phone to authorize the new user creation.

Bench will receive an automated registration email to complete the setup.

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Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

What To Expect After Setup

You may receive a two-factor authentication request after sending the invite. Please enter these credentials and we will finalize the user setup on our end.

Troubleshooting

I'm not sure what to use for the email address.
‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

Related Resources

CardPointe Support: CardPointe Web App User Management

CardConnect Help: Adding and Removing Users Tutorial

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