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Heartland Customer Setup

Cloud Integration

  1. Create a new permission

    Once logged into your Heartland portal as an admin, click the "permissions" link in the left navigation menu. 

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  2. Save new permission

    Create a new permission that looks like the following, and click the save icon.

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  3. Create a new user

    Click the “Users” link on the left navigation menu and then click the NEW button.

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  4. Save user details

    Fill out the user details. 

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  5. Make sure you set a location, and the permission you just defined by selecting Choose or Select a Permission.

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Add the following user and click the save icon.

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  1. Await verification

    An email will be sent to BarTrack for verification, please make sure we get this as soon as it’s sent.
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