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How to Find Chargebacks & Grant Sub-User Access on Your Payment Processor/Gateway Platform

  • Updated

When working with NoFraud on chargebacks, you may need to locate your chargebacks/disputes dashboard in your payment processor's portal. This article will guide you through the steps of navigating to the correct location on many of the most popular platforms. 

Additionally, for clients enrolled in Chargeback Protection and/or Chargeback Management, you may want to create a sub-user for NoFraud to streamline managing your disputes. Although this is not required, we strongly recommend granting us (limited) access to eliminate the need for you to update us about individual cases. Therefore, included in this article are instructions for adding NoFraud as a sub-user.

 

Note: When adding NoFraud as a sub-user you will likely be asked for a unique email and/or username. Use chargebacks[your company]@nofraud.com for email and chargebacks[your company] as a username (e.g. chargebacksACME@nofraud.com). Although this email address does not yet exist, by following this cadence when adding us as a sub-user we will be properly notified.

 

PayPal

Go to Paypal Disputes and log in with your Paypal username and password.

Once logged in, the homepage will have two tabs- Open cases and Closed cases:

  • Open cases: Current dispute cases that require a response.

  • Closed cases: Dispute cases that you’ve already responded to or the Reply By date has passed.

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Either click 'Download dispute report', or each tab will contain a list of relevant cases with the chargeback reason stated. Click View for additional chargeback information:

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How to grant NoFraud sub-user access on PayPal:

You can visit the PayPal Help Center for additional instructions or follow the easy steps detailed below:

  1. Go to Account access.

  2. Click Update in the "Manage Users" section.

  3. Click Add User.

  4. Provide the user's information, check each account privilege you're giving this user and click Save.

Note: At a minimum, we will require the following account privileges:
  • Disputes (required)
  • Orders/Transactions (preferred)

Braintree

After logging in with your Braintree username and password, select the Disputes tab from the header menu.

On this page, you can view the current status, reason, and Reply By date of your disputes, and filter your Disputes view by updating the Status and Kind tabs. You can also click on a specific Dispute ID to get more information about a specific case:

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By selecting a Dispute ID you will be redirected to a page containing the specific case information, including the Case Number, chargeback amount, linked transactions, and more:

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How to grant NoFraud sub-user access on Braintree:

Visit Braintree’s support articles for detailed instructions on adding a sub-user, or follow these steps:

  • Step 1 - In the Braintree portal, click on the settings icon and select Teams from the dropdown menu.
    braintree_user_1.png

  • Step 2 - Next, hit the '+ New User' button:
    braintree_user_2.png
  • Step 3 - Lastly, enter 'chargebacks[yourcompany]@nofraud.com' in the email field and make sure to check the 'API Access' box. When done, hit 'Create User' and you are ready to go:
    braintree_user_3.png
Note: At a minimum, we will require the following account privileges:

  • Disputes (required)

  • Transactions (preferred)

 

Stripe

Go to Stripe: Sign in and log in with username and password.

Click the Disputes tab to view all disputes or organize by Won or Lost by clicking on those tabs:

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To view additional dispute details, click on a specific case to view the dispute timeline, the payment method details, and more:
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How to grant NoFraud sub-user access on Stripe:

You can visit Stripe Support for detailed instructions, or follow these steps to add a sub-user:

  • Step 1 - In the Stripe portal, in the settings hit Business Settings then navigate to Teams and security and click Team. Next, hit the '+ New User' button.

  • Step 2 - In the email address field, enter chargebacks[yourcompany]@nofraud.com and select 'Support Specialist'.

  • Step 3 - Lastly, hit Send Invite and our team will be notified that access has been granted.

Note:  At a minimum, we will require the following account privileges:
  • Disputes (required)
  • Payments (preferred)
  • Customers (preferred)

 

 

Shopify Payments

Go to your personal the Shopify admin store link and login - https://YOURSTORE.myshopify.com/admin

Once logged in, click Orders on the left to access your Orders dashboard, and hit the More filters option:

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To filter for chargeback orders, in the More filters popup, select the arrow next to “Chargeback and inquiry status” and select a specific status, or hit Any to view all chargeback orders. You can also further filter your chargeback orders by date, last 4 of the credit card, order tags etc. Hit Done when your desired filters are set:
shopify_2.png
Once your Orders dashboard is filtered, you can click on a specific order to view the specific chargeback information.
 

How to grant NoFraud sub-user access on Shopify Payments:

If you are using Shopify Payments there is no need to add NoFraud as a sub-user. We will submit a request to you directly via Shopify for the necessary access to manage your Orders (required) and Customers (preferred) dashboards. You will receive a notification from Shopify once we have requested this access and please grant it once requested to proceed.

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