Choose a Bayarcash portal key

Watch the steps

1. 1Payments
2. 2Edit
3. 3Payment Details
4. 4Portal Key
5. 5Update Form

Choose a Bayarcash portal key (0:18)

A portal key tells Bayarcash which of your portals receives a payment. Use separate portals to see which form, payment method or staff member each payment came from. You create and manage portals in the Bayarcash Console (Bayarcash guide to portals).

Portal keys only apply to live payments. In Test Mode, all payments go to the Bayarcash sandbox, and the Portal Key field stays locked until your Bayarcash account is connected.

Set your default portal

The default portal receives every payment that has no portal of its own. To set it:

1. Go to Platform Setup → Payment.

2. In Default Portal, choose a portal.

3. Leave Require staff to select a portal key on if staff must pick a portal on every form, or turn it off to let them use the default. It is on until you change it.

   

4. Click Save Configuration. If your keys were saved before, BCL first asks for a one-time code sent by email or SMS.

Default Portal only appears once Test Mode is off and your Bayarcash keys are verified. Only the account owner can change these settings. See Connect your Bayarcash account.

Pick a portal for one form

To send one form’s payments to a different portal:

1. Open the form and go to the Payment Details tab.

2. Under Payment Configuration, choose a Portal Key. If a portal is not required for you, choose Use account default (it shows the name of your default portal) to follow the account default. Click the refresh icon next to the field to reload your portal list.

   

3. Choose a Payment Option. The list shows only the payment methods that portal offers.

4. Click Update Form (or Add Payment Form for a new form).

Pick a portal for a payment link

When you create a payment link from Quick Actions → Payment Link, choose the Portal Key before you pick the payment method. See Create a payment link.

Give staff their own portals

Staff with the Team role can be limited to their own portals:

1. Go to Team → Team Members and click Edit next to the staff member.

2. In Portal Key, select one or more portals. Click Refresh if a new portal is missing.

3. In Require Portal Key, choose Required to track their sales to their own portal, or Optional - uses the default portal. The default, Follow portal setting, uses the account’s Require staff to select a portal key setting.

   

4. Click Save changes.

Staff then see only their own portals when they create a form or a payment link. Owners and admins always see every portal.

Tips

A few habits make portals much easier to work with later:

• Give each form its own portal. If you run several payment forms, create a separate portal in Bayarcash for each one and pick it in the form’s Portal Key. Each portal then holds only that form’s payments, so reporting and reconciliation are much simpler: you can match a Bayarcash settlement to one form without sorting through mixed payments.
• Name portals after what they collect for. For example “Kopi Kampung - Coffee Beans” or “Barista Class”. The name is what you see in BCL’s Portal Key list, so a clear name stops staff picking the wrong one.
• Keep the default portal for everything else. Forms and payment links without their own portal fall back to the Default Portal, so nothing is missed while you set portals up.

Common issues

I created a new portal in Bayarcash, but it is not in the Portal Key list. Why?

BCL keeps a copy of your portal list. Click the refresh icon (Refresh portal list) next to the Portal Key or Default Portal field to load it again.

See it in the steps

If I change the Default Portal, do I have to update every form?

No. Forms that do not pick their own portal always follow the Default Portal, so they switch to the new one straight away.

Can I track each staff member's sales separately?

Yes. Give each staff member their own portal in Team → Team Members and set Require Portal Key to Required. Their forms and payment links then go to their own portal.

See it in the steps

Related articles

• Connect your Bayarcash account
• Create a payment link
• Add a team member
• Team roles and permissions