# How to provide Finaloop a role in your payment gateways

This article will help you learn how to provide a role to Finaloop in your payment gateways.

Written by Ryan Perlman  
August 24, 2024

## Overview

- For certain apps and payment gateways, we may request additional information or a specific role in the account itself so we can reconcile the data and ensure all the numbers in your books are super accurate.

- In this article, we'll explain how to provide us with the role or the additional information we need to reconcile the following payment gateways.

1. [Affirm](https://help.finaloop.com/en/articles/8635125-how-to-provide-finaloop-a-role-in-your-payment-gateways#h_4d6e9cbc09)
2. [Braintree](https://help.finaloop.com/en/articles/8635125-how-to-provide-finaloop-a-role-in-your-payment-gateways#h_1bf1ab2e6f)
3. [Sezzle](https://help.finaloop.com/en/articles/8635125-how-to-provide-finaloop-a-role-in-your-payment-gateways#h_8163727dec)
4. [Klarna](https://help.finaloop.com/en/articles/8635125-how-to-provide-finaloop-a-role-in-your-payment-gateways#h_80cc8ad521)
5. [Authorize.net](https://help.finaloop.com/en/articles/8635125-how-to-provide-finaloop-a-role-in-your-payment-gateways#h_72bcd229d4)
6. [Amazon Pay](https://help.finaloop.com/en/articles/8635125-how-to-provide-finaloop-a-role-in-your-payment-gateways#h_634fdc247a)

## Affirm

Please provide us with a role in your Affirm account by following these steps:

1. Log in to Affirm's [Merchant Portal](https://www.affirm.com/dashboard/home).
2. Click on **Settings**.

3. Click on **Permissions** and **Add Members**.

4. A pop-up window will appear. Enter [accountant+companyname@finaloop.com](mailto:accountant+companyname@finaloop.com).
5. Click on **Send Invites**.

## Braintree

Please provide us with a role in your Braintree account by following these steps:

1. Log in to Braintree [Control Panel](https://www.braintreegateway.com/login).
2. Click the **gear icon** in the top right corner, and select **Team**.
3. Click the **New User** button at the top of the page.
4. Enter [accountant@finaloop.com](mailto:accountant@finaloop.com).
5. Click on **Create User**.
6. Please grant us **Read-Only Access**, **Reporting** and **Statements** roles by selecting **Team** under the gear icon, and **Roles**.

## Sezzle

Please provide us with a role in your Sezzle account by following these steps:

1. Log in to your Sezzle account, and go to this [link](https://dashboard.sezzle.com/merchant/invite-user/).
2. Add the following details:
   - First Name: Finaloop
   - Last Name: Team
   - Email: [accountant@finaloop.com](mailto:accountant@finaloop.com).
3. Click **Send invite**.
4. Under **Manage Users**, please grant us **Read** permissions.

## Klarna

Please provide us with a role in your Klarna account by following these steps:

1. Log in to your Klarna account.
2. Click on **User Manager.**
3. Click **Invite user** in the top right hand corner.
4. Enter [accountant@finaloop.com](mailto:accountant@finaloop.com).
5. Select all the stores.
6. Click **Send invite.**
7. Under **User Manager**, please grant us permission to **Settlements.**

## Authorize.net

Please provide us with a role in your Authorize.net account by following these steps:

1. Log in to your Authorize.net account, and under Account go to the User Administration page.

2. Click **+Add User** on the User Administration page toolbar.
3. Select the **Account Analyst** type of user role from the User Role drop-down list. The default [user permissions](https://account.authorize.net/help/account/User_Administration/User_Role_Definitions.htm#Permissions) associated with the selected user role are automatically listed and enabled.

4. Leave the account default permissions checked and click **Next**.
5. Add the following details:
   - Login ID: Finaloop+{company name}+1
   - First Name: Finaloop
   - Last Name: Finaloop
   - Title: Accounting
   - Phone: +12054605145
   - Email: [accountant@finaloop.com](mailto:accountant@finaloop.com)
6. Click **Submit** without selecting any of the checkboxes under Email Notification Settings.

## Amazon Pay

If you use Amazon Pay and it's not connected to Shopify, please provide us with a role in your Amazon Pay account by following these steps:

1. Log in to your Amazon seller account.
2. On the upper-right corner, click on **Settings**, then click **User Permissions.**
3. Invite [accountant+amazon3@finaloop.com](mailto:accountant+amazon@finaloop.com) as a Secondary User.
4. Once we approve the invite (you will get a notification), log back into your Amazon seller account.
5. Go to **Settings.**
6. Click on **User Permissions**.
7. Next to the user you created for [accountant+amazon3@finaloop.com](mailto:accountant+amazon@finaloop.com), click on **Manage Permissions**.
8. Grant us **View & Edit** access to everything under the **Reports** section.