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The Client Portal groups everything under two levels: your organisation and its business units. Every organisation contains one or more business units. Transactions, reports, and settings in the portal are scoped to the business unit currently selected. An organisation can have one or many business units An organisation can have one or many business units

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Organisation

An organisation is the top-level account in the Client Portal. It represents your business as a whole, and every business unit you operate sits underneath it.

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Business unit

A business unit is the processing account that all transactions and settlements belong to. Most merchants operate a single business unit. Merchants running multiple entities, brands, or regions can have several business units under one organisation.
  • An organisation can have one or many business units.
  • A business unit belongs to exactly one organisation.
  • Transactions, reports, and settings in the Client Portal are scoped to a single business unit at a time.
A business unit must be connected to a legal entity, to meet compliance requirements such as Know Your Business (KYB) checks and applicable local regulations.

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Switching accounts

  • Switch organisations from the switcher at the bottom of the side navigation.
  • Switch business units from the switcher in the page header, next to the test and live mode switch.
If you only have access to a single organisation or business unit, the corresponding switcher does not appear.

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User roles and access

Access to organisations and business units depends on your role. Different roles grant different permissions within the Client Portal. If you need a role changed or a new user added, contact your admin, or reach out to the Moment team.