Braintree Read-Only Access

To set up your Chargebee Reveal account with Braintree, we will have to complete the following steps:

• Step 1: Set up a new Limited Access user role
• Step 2: Create a new user for this role
• Step 3: Create API credentials with the new user

Step 1: Setting up Braintree Limited Access user Role:

1. Please log-in to your Braintree account with an admin access user
2. Click on Settings > Team
3. Click on Roles > Add New Role
4. In the Name field, choose a name that will help you associate this role with Reveal.
5. In the Rights Granted section, please select the following:
   • Transactions: Download Transactions with Masked Payment Data
   • Reporting: Create, Run and Download Reports
   • Fraud Tools: Select All
   • Recurring Billing: Select All
   • Dispute Management: View, Manage and contest disputes
   • Webhooks: Manage Webhooks
   • Statements: View Statements
   • Read only Access: View Merchant Accounts, Payment Methods, Transactions, Verifications, Download Files
   • Search: Search Transactions, Search Verifications
6. Click on Create Role.

Step 2: Creating a new user:

1. Click on Settings > Team > Users.
2. In the email box, provide an email that you have access to. Braintree will send an activation link to this email.
3. In the API access, Select API access
4. In Roles, please select the role created in Step 1 of this guide.
5. In the Merchant Accounts section, select the merchant accounts that you want the insights for.
6. Next click on Create User.
7. You will receive an email to this user. You will have to activate it before proceeding to the next step.

Step 3: Setting up Braintree API Keys:

1. Now login to your Braintree Account with the user details created in Step 1.
2. Click on Settings > API.
3. Click on Generate New API Key.
4. Copy the Public Key, Private Key, and Merchant ID, and paste them on your Reveal add sources dashboard.