Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

This guide provides information for Platform Payment Facilitators (also known as “Facilitators”) about all of the features of the Portal.

A Facilitator is an entity that utilizes the Payrix system to directly assume risk and liability for their portfolio. They underwrite and approve onboarding for merchants, provide the technology required to process electronic payments and receive the resulting funds.

Facilitator Portal Features

The features described below appear on all pages of the Portal. They allow you to find specific pages and details, and access information about your account.

 Click 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.

Notifications

Click the NOTIFICATIONS button to open the Notifications page to access information on any disputes or ACH Returns associated with your account.

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.

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).

Related Pages

The following pages contain additional details about the information on the Facilitator Portal Guide page:

  • No labels