The User Account Information page is divided into tabs that contain information about specific aspects of your business profile. To view a tab, click the tab name in the left hand side of the page.
The Login tab allows you to change how you log in, including changing your password or enabling single sign-on. You can also add IP addresses to a whitelist or blacklist to control who can log in to your account. The Login tab includes the following editable details:
Login Tab Field Name | Description |
|---|
First Name | Your first name. |
Last Name | Your last name. |
Address | The street address portion of your mailing address. |
Address 2 | The suite number or other information associated with your address. |
City | The city portion of your mailing address. |
State | The state portion of your mailing address. |
Zip | The zip code portion of your address. |
Country | The country portion of your mailing address. |
ID | The Payrix-generated ID number associated with your account. |
EMail | Your email address. |
Phone | Your phone number. |
Fax | Your fax number. |
Status | The status of your account: Active, or Inactive. |
User Name | Your user name, which you use to log in to the Payrix portal. |
Password | Your password, which you use to log in to the Payrix portal. |
The Login tab supports the following actions: edit your login information, enable single sign-on.
To edit the Login tab information, click the PENCIL icon in the upper right hand corner of the tab. Edit your information, and then click the CHECK MARK icon to save your changes or click the X icon to discard changes.
To enable single sign-on, follow the steps below:
Step 1: Click the ENABLE SINGLE SIGN-ON button to open the One Login page.
Step 2: Enter your Username and Password to continue.
Step 3: Follow the prompts to enable single sign-on to your account, or discard your changes and return to the Login tab by clicking the back button in your browser window.
Note: Single sign-on (SSO) is an authentication system that allows you to log in with a single ID to any of several related websites.
The bottom of the Login tab contains IP addresses that you have either whitelisted or blacklisted, to control who can log in to your account, and allows you to add a new IP address to either list.
Note: Adding an IP address to the blacklist may restrict your access to API and Portal resources. If you are connected from the same IP address that you add to the blacklist, you will be disconnected from the Portal and any API sessions.
The IP addresses are displayed in tables for both the whitelist and blacklist, including the following information:
IP Address White/Blacklist Table Column Name | Description |
|---|
Start | The date that the IP address was added to the list. |
Finish | The last date that the IP address will be included on the list. |
Status | The status of the IP address: Active or Inactive. |
The Login Tab IP Address Listings section supports the following actions: add a new IP address, remove a saved IP address.
To add a new IP address to a list, click the ADD NEW IP ADDRESS button located in the top right hand corner of either the Whitelist section or the Blacklist section. The Add New IP Address lightbox will open in the page. Enter the required information, and click ADD NEW IP ADDRESS to save the address, or return to the previous page without saving by clicking the CANCEL button.
To remove a saved IP address from a list, click the X icon on the right hand side of the page to open the Delete IP Address lightbox. Click DELETE to remove the IP address, or cancel without removing the address and return to the previous page by clicking CANCEL.
The Business tab contains editable details about your business, including the following information:
Business Tab Field Name | Description |
|---|
Legal Business Name | The legal name of the business. |
Tax ID Number (TIN) | The business’s tax identification number. |
Type | The type of business. Choose from the following: Sole Proprietor Corp LLC Partner Nonprofit Gov
|
Email | The business’s email address. |
Phone | The business’s phone number. |
Customer Service Phone | The phone number used to reach the business’s customer service department. |
Fax | The business fax number. |
Address | The street address portion of the business mailing address. |
Address 2 | The suite number or other information associated with the business address. |
City | The city portion of the business mailing address. |
State | The state portion of the business mailing address. |
Zip | The zip code portion of the business mailing address. |
Country | The country portion of the business mailing address. |
Custom Description | A description of your business. |
Website | The URL for your business’s website. |
To edit the Business tab information, click the PENCIL icon in the upper right hand corner of the tab. Edit your information, and then click the CHECK MARK icon to save your changes or click the X icon to discard changes.
The Owner tab contains editable details about the owner of the business, including the following information:
Owner Tab Field Name | Description |
|---|
First Name | The owner’s first name. |
Last Name | The owner’s last name. |
Email | The owner’s email address. |
Phone | The owner’s phone number. |
Fax | The owner’s fax number. |
Address | The street address portion of the owner’s mailing address. |
Address 2 | The suite number or other information associated with the owner’s address. |
City | The city portion of the owner’s mailing address. |
State | The state portion of the owner’s mailing address. |
Zip | The zip code portion of the owner’s address. |
Country | The country portion of the owner’s mailing address. |
To edit the Owner tab information, click the PENCIL icon in the upper right hand corner of the tab. Edit your information, and then click the CHECK MARK icon to save your changes or click the X icon to discard changes.
The Account tab contains editable details about your account, including the following information:
Account Tab Field Name | Description |
|---|
Merchant ID | The ID number associated with your account. |
Entity ID | The ID number associated with the account entity. |
Created | The date that the account was created. |
Login Name | The login name associated with the account. |
Date Boarded | The date that your merchant account was boarded. |
Boarding Status | The status of your boarding. |
Amex | Indicates that the merchant |
Discover | Indicates that the merchant accepts Discover. |
Merchant Category Code | The category code for the type of merchant business. |
Status | The status of the account: Active, Inactive, or Held. |
T&C Version | The version of the terms and conditions applied to the account. |
T&C Date Accepted | The date that the terms and conditions were accepted. |
T&C Time Accepted | The time of day that the terms and conditions were accepted. |
T&C IP Accepted | The IP address from which the terms and conditions were accepted. |
To edit the Account tab information, click the PENCIL icon in the upper right hand corner of the tab. Edit your information, and then click the CHECK MARK icon to save your changes or click the X icon to discard changes.
The Banking tab allows you to add a new bank account, and displays an editable list of all bank accounts associated with your account, which includes the following information:
Banking Table Column Name | Description |
|---|
Name | The name of the bank account. |
Primary Bank Account | Indicates whether this bank account is the primary account. If it is the primary account, a Checkmark will be displayed in this column. |
Routing Number | The routing number for the bank account. For security, only the last 4 digits are shown. To view the entire number, click the EYE icon. |
Account Number | The account number for the bank account. For security, only the last 4 digits are shown. To view the entire number, click the EYE icon. |
Plaid | Indicates whether the bank account is connected to Plaid. |
The Banking tab supports the following actions: edit a saved bank account, add a new account.
To edit a saved bank account, click the EDIT ACCOUNT button in the right hand side of the table row to open the Edit Account lightbox. Edit your information, and then click the SAVE button to save your changes or click the CANCEL button to discard changes.
To add a new account, click the ADD NEW ACCOUNT button in the top right hand corner of the tab to open the Add Account lightbox. Follow the prompts to enter information about your bank account, then click ADD ACCOUNT to add the new bank account, or discard your changes and return to the previous screen by clicking CANCEL.
The Change Requests tab displays a list of any changes requested, including the following information:
Change Requests Tab Field Name | Description |
|---|
Fields | Indicates the Settings fi |
New Value | Indicates the type of change requested. |
Date | The date that the request was placed. |
Status | The status of the request. |
Click the SHOW MORE tab to access additional details about your Payrix account including the resources described below.
Tab Name | Description |
|---|
Work Flows | A table of any work flows associated with your account. For more information about work flows, visit the Work Flows page. |
Terminals | A table of any card terminals associated with your account. You can also add a new terminal in this tab. |
