Subscribe Merchant Portal 2.0 User Guide Introduction
- Getting Started with the Subscribe Merchant Portal
- About Subscribe
- Log in to Vindicia Subscribe Portal with Vindicia IDP
  Vindicia products are built to keep data secure and compliant and meet Payment Card Industry (PCI) and ISO security requirements. Accordingly, Vindicia Subscribe Portal users sign in to the Portal via Vindicia's IDP (Identity Provider) app. Vindicia IDP provides secure access, unique password requirements, complex password rules, and multi-factor authentication - all in a simple-to-use Identity Provider.
- Supported Browsers
- Subscribe Portal User Roles and Access
  During the Subscribe implementation phase, designate authorized users that can access the Subscribe Portal. One of these users must be named a Super User, who has high-level administrator access to all the objects.
- Performing Common Tasks in Subscribe Portal
  - Filtering in Subscribe
    The filters allow you to refine the displayed list of items by filtering out unwanted results.
  - Filtering Accounts in Subscribe
    The filters allow you to search for a list of customer accounts you seek by filtering out unwanted results.
  - Filtering Subscriptions in Subscribe
    The filters allow you to search for a list of subscriptions you seek by filtering out unwanted results.
  - Filtering Transactions in Subscribe
    The filters allow you to search for a list of transactions you seek by filtering out unwanted results.
  - Filtering Invoices in Subscribe
    The filters allow you to search for a list of invoices you seek by filtering out unwanted results.
  - Filtering Chargebacks in Subscribe
    The filters allow you to search for a list of chargebacks you seek by filtering out unwanted results.
  - Filtering Reason Codes in Subscribe
    The filters allow you to refine the displayed list of items by either Pause, Cancel or both reason types.

Filtering in Subscribe

The filters allow you to refine the displayed list of items by filtering out unwanted results.

When filtering by multiple fields such as ID and Status, the displayed results displayed match both the ID AND the Status values you entered. Fields in which you type a value, filter for the exact value. A search for customer Will Johnson, for example, will not return return results for William Johnson. A search for customer Wil, will display results for William Johnson.

Objects located under the Billing menu such as Accounts, Subscriptions and Transactions typically include large volume of results and therefore filter differently. Refer to their related links for more details.

Click Show Filters to display the fields by which you can filter per page.
Enter the relevant value by which you'd like to search.
Click Apply to filter the results.
A list of the results appears. If there is only one result, that page opens immediately.
Click Clear to clear your filter parameters.