Getting started with the Tyl Portal

What is the Tyl Portal?

The portal is your one-stop-shop to keep up to date with your Tyl account. Through the portal you can:

• See an overview of your Tyl account including your card machines, locations and business details
• Access your billing details and monthly Tyl invoices
• View transactions and trading data

How to log into the Tyl Portal

To log in, go to tylbynatwest.com and click the 'Login' button at the top right of the page.

If you have a saved link to your portal, and it stops working, follow the above route. When you are logged in, save the updated URL.

How to view an invoice in the Tyl portal

• On the Tyl portal homepage, select “Business” on the navigation bar
• Select “Invoices” from the drop-down menu.
  You’ll see a summary of your latest invoices here. Click the download icon for the invoice you wish to view to save it as a PDF.

How to view your Tyl Merchant ID (MID)

Your MID (Merchant Identification Number) is used to identify you and your account, so you'll need it when you call us. It's a good idea to make a note of it when you join us, but if you forget it, you can find it in the Tyl portal, on your invoice, your customer receipts, at the bottom of the Clover card machine screen and in the email we sent you with your card machine activation codes.

To find your MID in the Tyl portal:

• Log in to the Tyl portal
• Select “Business” on the navigation bar
• Then, “Your business information”
• Your MID is labelled “Tyl customer number” in the “About your business” section

How to view your Tyl terms and conditions

You can see your T&Cs on the Tyl portal, along with PDF copies of all your other documents, too.

• On the Tyl portal homepage, Select “Business” from the navigation bar
• Navigate to “Agreements”
  Here, you'll be able to see all your Tyl documents relating to your Tyl agreement. Click the download icon for the document you wish to view to save it as a PDF.

How to reset your Tyl portal password

If you’ve forgotten your password for the Tyl portal, you can reset it from the login screen.

• Select “Forgotten Password” on the login screen.
• Enter your email.
  Use the email address you used on your Tyl application, unless you’ve updated it with us since then. If you’re not the main account owner and you've forgotten the email address you use to log in, ask the main account owner which one they used.
• Check your email inbox.
  We’ll email you instructions on how to reset your password. If you can’t find the email, please check your ‘spam’ folder.

How to add or amend portal users

Adding a user

If you're the main account owner, you can invite new users to Tyl from the “Users” tab on the portal.

• Log into the portal.
• On the Tyl portal homepage, select “Users” from the icon menu on the right-hand side of the navigation bar.
• Select “Invite New User”.
• Enter the user’s details (first and last name, email address).
• Select the user’s permission level.
  Choose from the 3 options below. You can change this later, if necessary.
  • “Admin” can:
    • view and edit users with lower accessibility rights at company level
    • view and edit new users and assign them across all stores at company level
    • view and download invoices and agreements
    • view “Sales” and “Settlements” tabs in portal homepage
  • “Manager” can:
    • view and edit users with lower accessibility rights for assigned stores
    • view and edit new users and assign them only to your assigned stores
    • view only “Sales” section for assigned stores only
  • “Employee” can:
    • view only “Sales” section for assigned stores only
  • If you selected “Manager” or “Employee” permission levels you can restrict this to certain location. Select which location(s) you want the user to have access to.
  • Whenever you add a new user, they'll get an email with instructions on how to set their own password and get started.

Amending an existing user

Once a user is added, you’ll be able manage existing users by selecting ”Users” from the icon menu on the right-hand side of the navigation bar. Select the user from the list you wish to edit. From here you can:

• Amend the permission levels and locations
• Re-send the invite for the user to create their account
• Remove the user