A Workflow represents a process configuration that automatically assigns new Merchants to an existing Group when they submit a completed Signup Form hosted by a Facilitator or Referrer. Workflows can be applied at a Partition (Facilitator) and Division (Referrer) level.
Note: Division Workflow configurations override Partition Workflow configurations. If no Division Workflow configuration is set up, the Merchant offering will default to the Partition-level Workflow configuration.
A Workflow consists of a Trigger and an Action. The Trigger is the event that takes place
Workflow Triggers
Create - When a new Merchant account is created.
Low - When a new Merchant account is reviewed and rated as “Low” risk.
High - When a new Merchant account is reviewed and rated as “High” risk.
Board - When a new Merchant account has been approved and boarded to the platform.
Workflow Actions
Add - Add the Merchant account to the designated Group.
Remove - Remove the Merchant account from the designated Group.