MerchantTrack (Pulse) Single Sign-On (SSO) Setup & Access

As part of ongoing improvements to BridalLive Pay, MerchantTrack is updated to Pulse, our new payments reporting experience.

At this time:

• BridalLive will still reference “MerchantTrack” within the application
• The SSO experience will open Pulse in a new tab

This article will guide you through setting up and managing SSO access for your team.

Overview

Once your BridalLive Pay integration is complete, you can:

• Create SSO access for users
• Assign permissions and roles
• Launch Pulse (MerchantTrack) directly from BridalLive

This allows secure, role-based access to your payment reporting tools without separate logins.

Enable Permissions for MerchantTrack (Pulse) SSO

1. Navigate to:
   Settings > Users & Security > User Roles
2. Click Edit next to the User Role you want to update
3. Select the Integrations tab
   
4. Enable the appropriate permissions:
   • Add MerchantTrack User
   • Edit MerchantTrack User
   • Delete MerchantTrack User
5. Click Save & Close
6. Refresh your BridalLive browser

Access MerchantTrack Users (SSO Setup Area)

1. Navigate to:
   Settings > Integrations > Credit Card Processing
2. Scroll to the BridalLive Pay section
3. At the bottom, locate:
   MerchantTrack Users

Add a User to MerchantTrack (Pulse) SSO

1. Click Add User
   
2. Select a BridalLive Associate from the dropdown
3. Review and complete user details:
   • Information will auto-fill where available
   • All required fields must be completed
   • Assign:
     • At least one permission
     • At least one MerchantTrack location
4. Click Save & Close

Edit or Delete MerchantTrack SSO Users

1. Select a user from the dropdown

2. If permissions allow, you will see:

   • Edit – update user details, roles, or locations
   • Delete – remove SSO access

   

Note:
This action only affects SSO access. It does not remove the user from BridalLive.

Access Pulse (MerchantTrack) via SSO

1. Click your name in the top-right corner of BridalLive
2. Confirm you are logged in as a user with SSO access
3. You now have two ways to access your account:

Option 1: Open Full Dashboard

• Click Open MerchantTrack
  

This will open a new tab and take you to the full Pulse dashboard.

Option 2: Navigate Directly to Specific Areas

• Click the arrow next to MerchantTrack Menu Links
• Select one of the available options:
  • Payment Dashboard
  • Payment Transaction Search
  • Payment Reports
  • Virtual Terminal
  • Terminal Management

These links will open the selected section directly in Pulse, based on your assigned MerchantTrack user role and permissions.

Pulse (MerchantTrack) Dashboard Overview

Once launched, Pulse provides access to:

• Transaction volume and performance metrics
• Recent funding activity
• Recent transactions
• Reporting tools
• Virtual Terminal
• Terminal management

Access is based on the permissions assigned to the user.