Purpose

The purpose of this article is to describe the Verifone UX410 Onboarding process. Onboarding is only required once per Organization. This process must be completed before swapping out a reader.

An ADM account is required to complete the onboarding process. If you do not yet have an ADM account, the 365 Implementation team will email you an access link upon receiving your order.

Please review the Verifone - Required Information for Operator Onboarding documentation before proceeding.

Process

Log into ADM
Navigate to the main menu located at the top of the page, and select the Admin option. Select the POS Banking Information option from the resulting drop-down menu.
The POS Banking Information screen will now appear. Select the type of business by clicking on the Type field: the two options are "Organization" or "Sole Proprietorship". This can be later changed if needed. Should you require more information on the business types, please refer to the Verifone - Required Information for Operator Onboarding documentation.
- If "Organization" is selected as the type, select the timezone.
- If Sole Proprietorship is selected, fill in your first name, last name and select the timezone.
Next, select the Request Onboarding Link button. You can then either past the link into a new opened web browser tab by selecting Copy to clipboard, or click on the Begin Your Application button.
You will now be direct to the application portal. Here you will go through each step and fill out all the required information (i.e. banking information).

Once you have completed your application, our underwriting team will review it within the next few business days.

You may receive several emails regarding your onboarding status until you receive final approval. You can check the status of your application by navigating back to the ADM website. The POS Banking Information page will display the status if it is pending, approved or requires further attention.