Ready to set up your PCI Profile and become compliant?
We’re here to help every step of the way.
In this video, we’ll get you familiar with the PCI portal and show you how to set up your profile and complete your self-assessment so you can stay compliant, protect your customers, and avoid a non-compliance charge.
First things first, head over to the PCI DSS online portal and log in.
Once you’re in, you’ll be able to see on your merchant dashboard if you’re compliant or not, access your business profile and what the next step of your journey is.
Now you’re logged in, it’s time to set up your merchant profile and stay compliant.
Start your profile and choose an assessment method that suits you. A benefit of selecting a Portal is that we’ll seamlessly suggest the right version for your business based on your answers so far and pre-complete the majority of questions to save you time.
Please note it’s an ongoing service with a monthly management fee applied on attaining PCI compliance using the service as set out in Section Seven of the Special Conditions.
But if you’re equipped with all the information you need, select Expert to skip the profile set up or External to add your own compliance certification.
Depending on the option you choose, the portal will take you through the next steps in completing your business profile and self-assessment.
Tell us how you take payments and what devices you use to accept these payments.
Just be sure to capture all the options that apply to your business.
In our example, we’ve gone with face-to-face payments and the Clover device.
You will be asked a series of questions depending on your previous answers.
If you need additional information about a question, look out for question marks throughout the page and click on them for a more detailed explanation.
Now onto your information security policy. Don’t worry, we’ll keep it simple.
If you’ve already got one in place, select that option.
You’ll see a quick reminder of what it needs to include.
If not, no problem. We’ve got a handy template you can use to get started.
Next, we’ll define the scope of your PCI DSS assessment – this part needs a bit more detail from you.
Take your time – detail matters here.
Tick all the boxes to continue.
Fill out your final merchant profile details. And that’s it. Your profile is complete. Nicely done.
Before you go, just make sure you save your new login details somewhere safe. You’ll need them next time you log in.
You’ll spot a reminder on your dashboard letting you know you’re not yet compliant.
Just click to get started and work through the questions one by one.
If you’re unsure about anything, hit ‘Show help text’ for a quick explainer on each section.
And don’t forget to complete your self-assessment questionnaire.
You can do it online or upload one you’ve already completed.
If you’re completing this online, your answers will be pre-populated from your profile, so there are only a few unanswered questions left for you to complete.
Once you’re done, you’ll be asked to confirm your organisation’s details.
Then it’s time to confirm your attestation.
And that’s it – you’ll land back on your dashboard that shows you’re fully compliant for the next 12 months.
Please note that any significant change to your cardholder data environment, including how you accept payments, triggers the need for a reassessment.
If you need a copy for your records, you can download your compliance document anytime.
And if you need any help with your compliance journey, don’t forget that there are online chats and experts to call if you have any specific questions. Just click on the icon in the top right or the live chat in the bottom left.
