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Note: Division Workflow configurations override Partition Workflow configurations. If no Division Workflow configuration is set up, the Merchant offering will default to the Partition-level Workflow configuration.

Note

Warning: Only Facilitators can enable Workflow configurations at any level.

  • For Referrers under the Payrix Partition, submit an Implementations Request to our team to enable your unique Division Workflow.

  • For Referrers under another Facilitator’s Partition, contact their implementation team with the preferred information below to have them create the Workflow on your behalf.

A Workflow consists of a Trigger and an Action. The Trigger is the event that takes place initiates the Action to add or remove the specified Merchant from the specified Group(s).

Workflow Triggers

  • Create - When a new Merchant account is created.

  • Low - When a new Merchant account is reviewed and rated as a “Low” risk entity.

  • High - When a new Merchant account is reviewed and rated as a “High” risk entity.

  • Board - When a new Merchant account has been approved and boarded to the platform.

Workflow Actions

  • Add - Add Adds the Merchant account to the designated Group(s).

  • Remove - Remove Removes the Merchant account from the designated Group(s).