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Expand
titleClick here to view features of the Facilitator's Portal.

Navigation Panel

Use 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 Banner

Use 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

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

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

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.

Add Notification Button

Within the Notifications page, click the ADD NOTIFICATION button to create a custom temporary notification seen by users within your portfolio

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Tip

White-Label Your Portal

When boarding as a Facilitator, Payrix will work with you to create a custom white-label portal to streamline brand visibility for the Facilitator’s portfolio users experience in their Portal (e.g. Referrers and Merchants).

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