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You can create a Division division to implement workflows, define whitelabel settings, and adjust other applicable parameters to specific Groups in your portfolio. This tutorial will walk walks you through setting up a new Division and adjusting its parameters.

Objective

Create a new Division division with customized parameters.

Audience

  • Facilitators

Environment

  • Portal (Sandbox)

  • Portal (Production)

Prerequisites

Info

Prerequisites:

  • You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.

  • You will need to enter a login ID during the Division division setup process.

    • To find your login ID, click PROFILE in the upper-right hand corner of the page.

    • If you are setting up the Division division with another user’s login information, you can find their login ID in their User Profile user profile by clicking USERS in the left hand navigation panel, then clicking their user information in the Users table to open the User Profile page.

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip

Tip: When a Referrer completes a signup form with Payrix as their Facilitator, their Division division will be automatically created with their successfully boarded account.

Tip

Tip: When a Referrer is under the Payrix Partition and is ready to whitelabel their Merchant Portal offering, submit a White Label Request to our the Payrix Implementation Team to integrate your preferred branding and preferences.

Additional Resources

See the tips below to help you get started:

Set Up a Division

1. Access the Divisions Page

Click DIVISIONS under the Admin category in the left hand navigation panel to open the divisions Divisions page.

2. Add a New Division

Step 1:

  1. Click

the

  1. ADD DIVISION

button

  1. in the upper-right

hand

  1. corner of the page to open the Add Division section.

Step 2:

  1. Enter your

Login

  1. login ID and the name of the new division.

Step 3

  1. (Optional)

:

  1. Enter an email address as a contact for the new division. This email address is visible to users in the

'

  1. From

'

  1. field in emails sent by the referrer. This is optional and if left blank, the

'

  1. From

'

  1. field will be populated by a generic partition email address when emails are sent.

Step 4:

  1. Click ADD to save your new

Division

  1. division. The

Division

  1. division name will now be visible in the Divisions table on this page.

3. Adjust Divisions Parameters (Optional)

Step 1:

  1. Click the name of the new

Division

  1. division in the table to open the Division Profile page.

Step 2:

  1. Click on any of the tabs in the left

hand

  1. side of the profile page to access their contents and adjust the new

Division’s

  1. division’s parameters. Host URLs, entity routes, profit shares, invoices, and

work flows

  1. workflows are some examples of parameters that users typically adjust when setting up a new

Division

  1. division.

Result: The new division is saved and will display be displayed in your Divisions page table.

Next Steps

Once After setting up the new Division is set updivision, review the following use case guides for additional information on related topics:

Conclusion

Once After you have completed setting up your new Divisiondivision, it will be visible in the table on the page. Click on any information in the Divisions table row to access the Division Profile.

References

Click the links or items below to access any of the following pages: