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Merchant Management

Merchant Management is one of the core features of the backstage system, used to manage merchants (also referred to as "platforms") on the platform, including merchant profile maintenance, service configuration, and channel activation.

Feature Overview​

Merchant Management includes the following features:

  • Merchant List View: View basic information and status of all merchants
  • Add Merchant: Create a new merchant account
  • Edit Merchant: Modify merchant profiles and configurations
  • Channel Management: Activate and configure payment channels for merchants
  • Service Configuration: Set available services and rates for merchants
  • Balance View: View merchant balances across channels
  • API Key Management: Reset merchant API keys
  • Whitelist Management: Configure merchant IP whitelists

Page Description​

Merchant List Page​

Path: Business → Platforms

Main Fields:

FieldDescription
Merchant IDUnique identifier, format e.g. PF0001
Merchant NameDisplay name of the merchant
UU Collection ModeUSDT collection mode: Amount Matching / Dedicated Address
Activated ChannelsNumber of payment channels configured for this merchant
Debug ModeWhether debug mode is enabled (automatically disabled daily at 00:00)
CNY-to-USDT SpreadCNY→USDT exchange rate spread (basis points)
USDT-to-CNY SpreadUSDT→CNY exchange rate spread (basis points)
Auto Currency ConversionWhether automatic currency conversion is enabled
Payout AuditPayout audit mode: Disabled / Manual Audit / Auto Audit
Parent AgentParent agent ID

Filter Function​

  • Merchant Filter: Search by merchant ID and name
  • Agent Filter: Filter merchants by agent ID

[!TIP] Use the filter function to quickly locate a specific merchant; fuzzy search is supported.

Main Operations​

1. Add Merchant​

Click the "Add Merchant" button in the upper right corner of the page and fill in the following information:

Required Fields:

  • Merchant ID (unique, recommended format: PF + number)
  • Merchant Name
  • Email (used to receive the API key)
  • Parent Agent (optional)

Configuration Items:

  • UU Collection Mode
  • Debug Mode
  • Currency Conversion Spread
  • Auto Conversion Type
  • Payout Audit Mode

[!IMPORTANT] The Merchant ID cannot be changed once created. Please fill it in carefully. After successful creation, the system will automatically generate an API key and send it to the specified email.

2. Edit Merchant Profile​

Click the "Edit" button in the merchant list to modify the merchant's configuration:

  • Merchant Name
  • Email
  • Various configuration parameters

3. View Activated Channels​

Click the number button in the "Activated Channels" column to open a popup showing the merchant's channel list:

Channel information includes:

  • Channel Name
  • Channel Type (Deposit / Payout)
  • Channel Status (Active / Disabled)
  • Balance
  • Frozen Balance
  • In-transit Amount (if T+ mode is enabled)
  • Rate Configuration

Channel Operations:

  • Adjust Frozen Balance
  • Modify Rates
  • Enable / Disable Channel

[!NOTE] You can use the "Show Zero-Balance Channels" toggle to control whether channels with zero balance are displayed.

4. Reset API Key​

Click the "Reset Key" button to regenerate the merchant's API key:

  1. The system will display a confirmation dialog
  2. After confirmation, the old key is immediately invalidated
  3. The new key will be sent to the merchant's email

[!WARNING] After resetting the key, all API calls using the old key will fail. Please ensure the merchant is prepared to update.

5. Delete Merchant​

Click the "Delete" button to delete a merchant:

[!CAUTION] The delete operation is irreversible! Please ensure:

  • The merchant has no pending orders
  • All channel balances have been zeroed out
  • The merchant has been notified to stop using the API

Merchant Service Configuration​

Expand the collapsible row in the merchant list to view the merchant's activated services:

Service Information:

  • Service ID (e.g. SVC0001)
  • Service Name
  • Rate Type: Fixed Fee / Per-mille Rate
  • Rate Value

Whitelist Management​

Path: Business → PlatformsWhiteList

Used to configure the merchant's IP whitelist. Only IPs on the whitelist can call the API.

Operations:

  • Add IP Whitelist
  • Modify Whitelist Rules
  • Delete Whitelist

[!TIP] Setting up a whitelist improves API security. It is recommended that all production merchants configure a whitelist.

FAQ​

Q: What is the merchant debug mode for?​

A: When debug mode is enabled, API error responses include more detailed error information, including detailed explanations of signature verification. It is mainly used during the merchant integration debugging phase. For security purposes, the system automatically disables debug mode daily at 00:00.

Q: What is the difference between UU collection modes?​

A:

  • Amount Matching: Uses amount matching to confirm deposits (suitable for scenarios where the amount is unique)
  • Dedicated Address: Generates a dedicated receiving address for each order (higher security)

Q: How to view a merchant's channel balance?​

A: Click "Activated Channels" to view the detailed list. Each channel shows the current balance, frozen balance, and in-transit balance.

Q: Where to modify rate configuration?​

A: In the merchant's channel list, click the edit button for the corresponding channel to adjust the rate configuration.