Heartland Customer Setup

Cloud Integration

Create a new permission

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

Save new permission

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

Create a new user

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

Save user details

Fill out the user details.

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

Add the following user and click the save icon.

Await verification

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