ZENITH

e-CHANNELS
PORTAL

FRONT-OFFICE
USER
MANUAL
 ZENITH e-CHANNELS PORTAL
MERCHANTS USER MANUAL

User Manual
 GENERAL OVERVIEW

User Manual
1.1 Overview
The Zenith e-Channels Portal is a platform that offers end to end solution to merchants
across different channels. Major modules includes:

● Merchant Signup/Login
● Dashboard
● Terminal Request
● Settlements
● Terminals
● Forgot Password
● Change Password

User Manual
 MERCHANT SIGNUP/ LOGIN

User Manual
2.1 Overview
The merchant signup/login module handles the processes involved in signing up as a
new merchant and logging in as an existing merchant.

2.1.1 Sign up
A typical login process is described as follows:

1. Visit https://zenportal.zenithbank.com

2. Click the “Sign up” option.

User Manual
 3. Select the “I have a Zenith account”.

4. Enter your Zenith account number and click on Continue to proceed

User Manual
 5. Your account name and account number will be displayed. A 6 digits code will
be sent to the phone number or email address registered to the account number.

User Manual
 6. Enter the 6 digits code received and click “Sign up”.

7. Create a profile by entering your preferred username and password. (Please note
that the password must be a minimum of 8 characters with at least 1 capital letter
and 1 number) and click “Continue”.

User Manual
 8. Choose 3 preferred security questions, enter the corresponding answers to the
questions chosen and click “Continue”.

9. Upon the display of “Success”, click “Continue”.

User Manual
 10. The dashboard will be displayed.

User Manual
 11. Login
A typical login is described as follows:

a. Visit https://zenportal.zenithbank.com

User Manual
 b. Enter your username and password. Click “Login”.

c. The dashboard will be displayed.

User Manual
 DASHBOARD

User Manual
3.1 Overview

The dashboard, requests and settlements module provides features that enable
merchants to have a quick overview of the POS channel, initiate terminal requests,
monitor terminal request status, view details of settlements and export settlement
reports.

3.1.1 Dashboard

The Dashboard provides the following:

3.1.2 Overview of the customer’s account details.

This section presents the customer’s account number, account balance and
account tier.

User Manual
3.1.3 Collection Overview
This section presents the customer collection according to collection channel in
summary and graphical presentations. It also presents highlights of the
settlements of the customers and a link to view all settlements.

User Manual
 REQUESTS

User Manual
4.1 Overview
The Request module provides features that enable merchants to initiate terminal
requests, view details and monitor status of terminal requests.

4.1.1 New POS Terminal Requests

The steps to initiate a new terminal request is described as follows:

1. Navigate to “Requests” on the dashboard page.

2. Click “New Request”

3. Select the Payment Channel “POS”.
4. Click “Continue” on the next screen.
5. Select your payment account from the list of your accounts populated and click
“Next”.

6. If you do not have an existing business location setup, a prompt to create a

business location will be displayed. If you have existing business locations, you
can create additional business locations by clicking “Add New”.

User Manual
 7. Enter the details for the business location and click “Save Branch”.
8. A “Location added successfully” prompt will be displayed.
9. If you have multiple business locations, select a business branch location from
the list.

10. Review the business location and contact details entered and click “Next”.

11. Enter the number of POS terminals required followed by the “Pickup State” and
“Pickup Bank Branch”, then click “Next”.
12. A prompt would be displayed for the confirmation of the number of POS
terminals requested, click “Ok” to proceed.
13. A success message will be displayed on the screen after successful
confirmation.

4.1.2 Manage My Requests

The steps to view POS Requests and their respective statuses is described as follows:
1. Navigate to “Requests” on the menu on the left hand side.

2. Click on the request status (Approved, Pending and Declined) to view the
requests under the selected status.

User Manual
 SETTLEMENTS

User Manual
5.1 Settlements

This module provides a view of your settled transactions in both lump sum and
constituent transactions. It also allows you to filter and export reports. It provides
detailed of the settlement account, amount, number of transactions, transaction period
and settled date.

The settlement viewer allows user to view details of daily settlements as shown below.

User Manual
 TERMINALS

User Manual
6.1 Terminals

The terminal module provide a central repository of all the channels via which the
merchant receives payments. The POS section outlines all the terminals assigned to the
merchant by status, Terminal ID, location, transactions processed, performance,
network, terminal type, settlement account name/ account number, battery life,
consumables level and other terminal specific information.

The Details/Performance section is shown in the image below.

The transactions section of the terminal details provides information on the transaction
processed through the selected terminal. It also displays the transaction date, amount,
receiving account, terminal ID, card number and transaction status (approved or
reversed). A sample of the section is shown below.

User Manual
User Manual
 PASSWORD RECOVERY

User Manual
7.1 Overview

This section details how to perform password recovery for existingmerchants on

this platform.

7.1.1 Password Recovery

A typical password recovery is described as follows:

1. Visit https://zenportal.zenithbank.com

2. Click “Forgot password?”

User Manual
 3. Select “Recover Password”.

4. You will prompted to provide the answer to one of your chosen security
questions. Provide the correct answer to the security question.

5. Click “Reset Password”.

User Manual
 6. A 6 digits code will be sent to the email address registered to the account
number. Enter the 6 digits code received and Click “Reset Password”.

7. A prompt to set a new password will be presented.

8. Enter a new password
9. Re-Enter the new password

10. Click “Set New Password”.

User Manual
 USERNAME/PASSWORD RECOVERY

User Manual
8.1 Password Change
This section details the steps to follow in order to change your password on the
platform.

8.1.1 Password Change

A typical password change is described as follows:
1. Click “Settings”

2. Enter Current Password

3. Enter New Password
4. Confirm New Password
5. Click “Update”.

User Manual