Cadmium Payments Setup Checklist

1. Understand Cadmium Payments 

• Review the overview of what Cadmium Payments is and how it integrates with Eventscribe products.  
• Familiarize yourself with accepted payment processors, so you know which options are available or recommended.  
• An Access PIN is a required security measure that restricts the creation or deletion of merchant accounts, ensuring only authorized users can perform administrative actions within Cadmium Payments. Before an Access PIN can be created, a Merchant Admin Email Address must be associated with the customer’s Cadmium Payments account. Cadmium recommends connecting with your project manager to create this prior to accessing Cadmium Payments  

2. Access Cadmium Payments 

• Log in to your Cadmium product 
• Navigate to Cadmium Payments  
• Select your merchant account for your Cadmium product: 
  • Expo Harvester
  • Scorecard 
  • Registration 

3. Set Up User Permissions 

If a Merchant Admin Email Address has not yet been configured for your organization, please contact a Project Manager for assistance. Once you have configured your merchant admin email address, you can setup pin permissions: 

• Establish your Access PIN for Cadmium Payments. 
• Ensure you have Merchant Admin permissions so you can manage merchant accounts.  

4. Create a New Merchant 

• Go to the merchant's area in Cadmium Payments. 
• Enter required processor credentials to create your merchant record.  

5. Verify Payment Processor Credentials 

After creating a merchant, use the Check Credentials tool in the merchant's edit screen to confirm everything is correct. 

• A success message confirms that credentials are valid. 
• An error indicates that credentials need to be edited.  

6. Review & Assign Merchant to Products 

• Make sure the merchant you created is assigned to the event or workflow where payments will be collected (e.g., registration, exhibitor rentals).