This guide provides information for Platform Payment Facilitators (or “Facilitatoralso known as “Facilitators”) about all of the features of the Portal.
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| title | Click here to view features of the Facilitator's Portal. |
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Navigation PanelUse the navigation panel to access pages in the Payrix Portal. The navigation panel is located on the left-hand side of the page. Click the links in the navigation panel to access information from the following categories: Message BannerUse the Message Banner features to access messages, disputes, and your user profile information. The Message Banner is located at the top right-hand side of the page. The following features can be found in the Message Banner: Message Banner Feature Name | Description |
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Search Bar | Enter your search term into the field, click the magnifying glass, and you will be redirected to the Search page to view your results. | Messages | Click the MESSAGES button to open the Messages page to view any messages for your account. | Info |
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Create a User Message Unique to Facilitators, you can create a custom message to be sent directly to a desired user within your portfolio. In the Messages page, click the Create button to setup a new user message. |
| Notifications | Click the NOTIFICATIONS button to open the Notifications page to access information on any disputes or ACH Returns associated with your account. | Info |
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Setup a Full-Portfolio Notification Unique to Facilitators, you can create a custom temporary notification seen by all users within your portfolio. In the Notifications page, click the ADD NOTIFICATION button (located under the Notifications tab) to create a new notification. |
| Profile | Click the PROFILE button to access the Profile page to view or edit your account information. | Log Off | Click LOG OFF to log out of your account. |
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