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Our Entity Management offering allows you to manage precise control over the capabilities, fees, billing, automated risk decisions, whitelabel customization, onboarding workflows, secure URL redirection hosting, and more at a large scale within your portfolio to streamline your business operations and Merchant onboarding process.

Note: Some of these terms and processes are only applicable at a Facilitator level and may not be available to Referrers and below.

Entity Management Terms

  • Partition - A representation of a Facilitator’s portfolio on the Payrix platform, housing all Referrers, Merchants, and Users data, Host settings, and other platform-wide settings. Partitions can be further divided into Divisions, to create strategic separations for individual Referrer portfolios within.

  • Division - A representation of a Referrer’s portfolio contained within a Payrix Partition or the Partition of another Facilitator-level entity and contains all Merchant & User data, Host settings, and Workflows within and can be modified on an individual basis without affecting other Divisions or Merchants under a Partition.

  • Host - A configuration of whitelabel branding configurations and platform-wide settings that can be applied at a Partition and Division level.

  • Workflow - An automated process configuration that assigns new Merchants to an existing Group when they submit a completed Signup Form hosted under a Partition or Division.

  • Group - A collection of entities where you can configure fees, decisions, and parameters that apply to all entities in the group. Sometimes called an “Org”.

Types of Entities

  • Facilitator - A Premium Partner, offering Payment Facilitation products and capabilities of the platform to Pro Partners (Referrers) or directly to Merchants, while assuming all risk and underwriting liabilities as a Payment Facilitation business.

  • Referrer - A Pro Partner, offering the products and capabilities available through the platform to Merchants as a whitelabeled referral of Payment Facilitation-as-a-Service offered through Payrix or a Payrix Premium Partner’s offering.

  • Merchant - A business successfully boarded to the platform through direct integration, or boarded through a Referrer’s offering of the platform, to accept payment transactions.

View the content below for a more detailed resource explaining Users, Roles, Access Templates, & Teams:

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