Braintree

Required Information

  • Access for Optimized Payments to your Braintree account

  • Contact information for your Braintree RM

Supported API Reports

  • Disputes File

  • Transactions

  • Pass Through Fee Report

  • Disbursement and Fee Report (DFR)

  • Fraud Notifications

Step 1 - Create a role for Optimized Payments in your Braintree account

  1. Log into your Braintree account.

  2. Select the gear icon in the top right corner.

  3. Select Team from the drop-down menu.

Screenshot 2026-04-27 at 10.20.40 AM.png

  1. Select the Manage Roles tab ​to see a list of your existing roles.

  2. Select the New Role button to create a new role. Name it something specific to Optimized Payments like Optimized Payments Account.

Roles.png

  1. Under Rights Granted for this new role, enable only the following permissions:

    • Transactions

      • Download Transactions with Masked Payment Data

    • Customer Management

      • Download Vault Records with Masked Payment Data

    • Reporting

      • Create, Run, and Download Reports

      • View Dashboard Graphs

    • Fraud Tools

      • View Premium Fraud Management Tools

      • Download Subscription Records

    • Recurring Billing

      • View Subscription Plans

      • View Subscriptions

      • Search Subscriptions

    • Dispute Management

      • View, manage and contest disputes

    • Webhooks

      • Manage Webhooks (Add/Edit/Delete)

    • Statements

      • View Statements

    • OAuth Applications

      • Manage OAuth Applications (Add/Edit/Disable)

    • Read-Only Access

      • View Address

      • View Customers

      • View Merchant Accounts

      • View Payment Methods

      • View Transactions

      • View Verifications

      • Download Files

    • Search

      • Search Customers

      • Search Transactions

      • Search Verifications

Checklist.png

  1. Click Create Role.

Creating & editing roles reference documentation

Step 2 - Create Optimized Payments user in your Braintree account

  1. Select the gear icon in the top right corner.

Screenshot 2026-04-27 at 10.20.40 AM.png

  1. Select Team from the drop-down menu.

  2. Select the New User button to create a new user. Use the email [email protected].

New User.png

  1. Check the box next to API Access.

  2. Under Roles, check the box next to the Optimized Payments Account that you just created.

  3. Under Merchant Accounts, check the box for All.

  4. Check the option to automatically add new merchant accounts (if available).

Create user.png

  1. Click Create User.

Creating a user reference documentation

Step 3 - Let us know you’ve finished

  1. Send an email to your Optimized Payments Client Success Specialist prompting them to activate their account.

  2. After we complete our login the status next to the username will change from Pending to Active.

 

Braintree support: support.braintreepayments.com

 For your information

  • Transaction data can be delivered via API or SFTP. If volume exceeds 50,000 transactions per day, SFTP delivery is required.