Create your account to track earnings, onboard merchants and manage your
portfolio. What you see is tailored to how you work with Ozura: an Ozura sales agent, an ISO
reselling processing, or an ISV embedding payments in your own software.
Track earnings & settlements
Real-time volume, commission and payout timing
Onboard merchants in minutes
Send a link, track them to approved
Manage your portfolio & agents
Your merchants, plus your sub-agents if you're a partner
Bank-grade security · SOC 2 aligned
Create your account
Ozura · Partner Portal
Leave this blank if you came to Ozura directly. If you have an
invitation link from your ISO, use that instead and this fills itself in exactly.
For sales agents, ISOs & ISVs
One home for Ozura's sales agents, ISO partners and ISVs. Whether you sell
direct for Ozura, run your own book of merchants, or embed payments in your own software,
track earnings, onboard merchants and manage your portfolio in one place.
Track earnings & settlements
Real-time volume, commission and payout timing
Onboard merchants in minutes
Send a link, track them to approved
Manage your portfolio & agents
Your merchants, plus your sub-agents if you're a partner
Bank-grade security · SOC 2 aligned
Partner Portal
Sign in to your dashboard
Sign in to your partner dashboard to track earnings, merchants, and settlements.
Ozura · Secure partner access
Set a new password
Choose a new password for your account.
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Account created
You're in the queue
An admin needs to approve your access before you can sign in. Nothing else is needed from you.
Account created
Waiting for an admin to approve youUsually the same working day
You get full accessYour leads, reports and pipeline
Nick GallinaBusiness Development Manager
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Your name
This is the name on every weekly report you file.
Saved
Sign in
--Locked
Your email is how you sign in, so it cannot be changed here. An admin can move it for you.
Boarding is paused. Engagement letters and applications are on hold. Keep working the top of the funnel, nothing signed will be lost.
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Welcome
Welcome back, —
Ozura · Business Development Manager
Next weekly report
—
—remaining
Your performance · last 8 weeks
Pipeline
Milestones
Your initiatives
Ozura Academy
0 of 0 lessons
Good morning,
Where the volume comes from · by partner
Coming up
Partner network
ISO partners
Money out
Payouts
Upstream partner
Adyen
What Ozura's name is on
Sponsorships, placements and company partnerships.
Needs you
Sorted by what bites first. A sponsorship that lapses quietly is money already spent with nothing to show for it, so renewal decisions sit here next to print deadlines.
The year
Everything Ozura's name is committed to, laid against the calendar.
Placements
Where the name appears. Each one says plainly whether it is measured, because most placements cannot be.
Company partnerships
Deals with other companies, grouped by which part of Ozura they serve.
Spending
What each commitment costs. Keep a line as a draft while you work it out, then send it to Michael to review against what Ozura can put towards it.
What is waiting on us
Issues raised inside Ozura, oldest first, and whether the platform behind them is healthy.
The queue
Platform health
from the sync jobs
Who is affected
by account
Raised this week
newest first
Marketing and partnerships
Spending to review
What has been asked for, and what Ozura can realistically put towards it.
Waiting on you
Sent by Pedro and not yet answered. Put a figure against each one, even if it is zero: a number with a reason is more useful than silence.
Already reviewed
Where merchants come from
Spend against what it produced, by channel. Only campaigns that carry a code can appear here. A placement with no code is real spending that cannot be counted, and it is listed as such rather than left out.
Pipeline
My leads
/
Boarding is paused. Engagement letters and applications are on hold. Keep working the top of the funnel, nothing signed will be lost.
No leads match that. Clear the search to see them all again.
Merchant Is Now Live !!
Congrats !
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Welcome
Welcome back, --
Ozura · Founder & CEO
Boarding
--
--waiting
Owed out · ISO partners and agents
Waiting on you
Partners · ranked by what they produce
Who brought in whom
Company pipeline
The team
Documents
Docs
Your library, grouped however you want it.
Organize mode. Move sections and documents, rename or remove a section, and change what a doc sits under.
Pricing sheet
Flat rate bands by vertical. What to open with, where to land, and the floor.
Standard operating procedures
SOPs
Everything in one place, grouped by team.
Back up your list
Your SOPs, notes, pins and groups are saved in this browser only. Keep a
copy somewhere safe, and paste it back if you change computer.
Restoring adds anything missing and leaves what you already have alone.
Nothing is deleted.
Your notes
Document
Notes stay on this computer and are not shared with anyone.
Send from Outlook
Document
Separate several with commas.
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OzuraPay · Fee Calculator
Welcome back. Your fee calculator is ready below, click Full screen for the full view.
Good morning,
Ozura · Independent Software Vendor
Your merchants · boarded through your platform
Onboarding · your users, in flight
Revenue share
How your merchants get live
Where card data goes · your PCI scope
Routing · who actually processes your traffic
Integration
Sales Agent
—
Ozura Partner Portal
Bonus progress
What to do next
Earnings vary. Figures shown are your actual recorded history, not a promise of future income. Most agents’ results depend on their own effort and market conditions.
Your network three lines deep
Grow your team
Share your personal recruit link. Anyone who joins through it lands on your team automatically.
Team activity
Leaderboard
Message your team
One short prompt, shown at the top of your whole downline’s dashboard for 7 days. A new prompt replaces the old one.
Pending invites
Request a payout
Commissions become payable once a merchant is live and the residual has settled.
Finance reviews payouts daily. Instant payout rails are coming; today this is processed manually.
My page
Your public page. Share it anywhere; visitors can onboard or book a call from it.
ISO · Independent Sales Organization
—
Ozura Partner Portal
Portfolio by merchant
Recent settlements
Residual ledger
DateMerchantTypeLevelStatusAmount
Your residuals accrue in an append-only ledger. Nothing is edited, only added, so every figure is auditable.
Add a sales agent to your team. They'll get an email invite to set up their own login and can onboard merchants, seeing only the merchants they bring in.
Merchant onboarding
Send a merchant an application link and track them from invite to approved.
OzuraPay application
Start accepting payments with Ozura
This is the form a merchant sees when they open your onboarding link. No banking or card details are collected here, just the basics to start the application.
Welcome back, Nick
Report due
Next weekly report due
remaining
Last TueDue Mon
Tap Create new weekly report and I'll carry your update over to leadership.
Training
Ozura Academy
Learn how Ozura works, then payments. Pass each quiz to unlock the next lesson and earn your certificate.
0/0lessons
My Submissions
Your past weekly reports, newest first.
Admin
Everyone's pipeline, submissions, and growth in one place.
Team sales performance
Live from every agent's leads
Pipeline forecast
Expected monthly volume from open pipeline · estimates only
Team leaderboard
Ranked by merchants closed · live from the pipeline
Pending approvals
New accounts waiting for access
Referrals
Signups who named someone who referred them.
Portal health
Checked live against the database and the live site every time you open this. Nothing here is cached.
Checking…
Audit trail
Who did the things only an admin can do.
The same merchant, twice
Every collision across the team · nothing is merged automatically
All submissions
Milestones
One shared set for the whole team
Agents earn these automatically from their stats, they can't create their own. Add, edit, or remove them here.
Agent initiatives
Set goals for any agent
Pick an agent to see and manage their initiatives. Agents can still set their own too.
Payout requests
Commission payouts waiting on finance. Approving records the decision; money still moves manually today.
Agents awaiting activation
A new partner agent sees nothing until they are activated. Activating with training marks them certified, which is what lets commission accrue.
Bonus tiers
Global ladder
The shared bonus ladder. A blank amount leaves that tier inactive.
Campaign spend
Feeds CAC
What each campaign cost, so acquisition cost per merchant can be worked out.
ISO/ISV partners
Every ISO/ISV sending merchants to Ozura. Click a partner to see their portfolio, earnings and settlement times so you can support them.
Partner
Ozura Direct
Ozura’s own sales agents, the same portfolio tracking as an ISO/ISV, except Ozura is the “partner.” Click an agent to see the merchants they’ve brought on, their volume and commission.
AgentRoleMerchantsVolume/moCommission/moStatus
Agent
Fee Calculator
OzuraPay Calc Pro
The OzuraPay fee calculator, embedded exactly as built. Admin-only.
View Form
This is exactly what agents see when filling out their weekly report. View only, nothing to fill in or submit here.
Edit Report Form
Owner only
Edit the fields agents fill out. The preview on the right is the live form. Click Save form to apply it.
Saved ✓
Live form, exactly what agents see (updates as you edit above)
Invite a team member
Owner only
Invite someone on the company domain to help run the organisation. They get their role the moment they sign up or next sign in, so you do not have to wait for them to exist first. Role is what they are allowed to do; title is what they are called on screen. Ozura's own people are stored with an oz prefix so staff can be told apart from a partner's agents internally, but only the plain title is ever displayed.
Organization access
Everyone who can reach the Ozura side of the portal, and what each of them can see. Root owners see the whole organisation; admins see every agent and every lead but cannot edit the report form.
Open invites
Admins
Owner only
Who can review every agent's submissions. Admins cannot edit the form. Roles are set in the database, not from here.
Academy Editor
Owner onlySaved ✓
Edit lessons, sub-sections and quizzes. Changes go live for everyone when you press Save.
Live academy preview
Weekly Sales Report
Fill out your report for this week.
Editing your most recent report, changes are allowed until the Monday noon deadline.
…
1Book Report *
Keep building the reading habit, share a takeaway.
2Leads Update *
Where things moved since last week.
3Client / Lead Pipeline *
Track every prospect and client you're working.
↻ Carried over from last week, update each lead's status and next step.
4Research *
Signals from the market worth the team's attention.
