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.
Division - Represents the portfolio associated with a Referrer. Every merchant will be associated with the Referrer Division. This is where workflows are set up to automatically add merchants to groups when created, and also where the white label is configured.
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”.
Host - Primary URL and settings configurations for email address, end URL, and other white labeling purposes.
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.
Referrer - A Pro Partner, offering the products and capabilities available through the platform to Merchants as a whitelabeled referral.
Workflow - Automation that adds or removes an entity from specific groups when created by a login, added to a Division, or Team.
View the content below for a more detailed resource explaining Users, Roles, Access Templates, & Teams: