Use this guide to understand and utilize all of the capabilities of the Payrix portfolio management page available in the Merchant Portal.
Your Portfolio Management page contains a list of all associated merchants integrated (or attempting to integrate) into your payment acceptance offering.
Portfolio Management Basics
Accessing your Portfolio Management Page
Visit the Merchant Portal
Under Management, click Merchants > Portfolio Management
Filtering your Portfolio by Merchant Onboarding Status
Use the six available Merchant Onboarding status filter buttons to filter your merchants by:
Manual Review - Merchants under manual review prior to onboarding
Denied - Merchants that have been denied access to your payments platform.
Boarded - Merchant has been Boarded successfully to the
Ready - Merchants ready to accept transactions. Fully onboarded.
Show inactive - Merchants no longer active/boarded on your payments platform.
Sorting your Portfolio by Column Information
Click the title text of a column to sort your Portfolio by the information of the selected column. Either up or down by value.
Note: The Arrow does not appear in the column sorting feature before being clicked. You must click on the title of the column. Such as “Date Created” in the example above, in order for the arrow to appear for upward or downward sorting.
Searching your Portfolio
To search all merchant information in your Portfolio, click the search bar and type your desired search term.
Customizing your Portfolio Management Views
Creating Views to Display Custom Selected Information
To customize the layout of your Portfolio, click the list symbol button located next to the Merchant Onboarding status filter buttons.
This button will reveal the column data points that can be toggled on or off and arranged by relevance.
Click the checkbox next to the data you want to see displayed.
Use the four-square icons to re-arrange data in the “Sort Selected Columns”
