Group Profile (R)

Group Profile Panel

The Groups Profile panel is located at the top of the Groups page and includes tabs on the left hand side of the panel. The tabs contain editable details about the group profile, fee settings, and other billing details. The following sections of this page cover descriptions of the contents of each of the tabs.

Profile Tab

The Profile tab contains an overview of the group, including the following editable information:

Profile Tab Actions

To edit Profile tab information, click the PENCIL icon in the top right hand corner of the page. Enter any edits, and save your changes by clicking the CHECKMARK icon, or discard your changes by clicking the X icon.

Fees Tab

The Fees tab displays a table of fees that are applied to group members and allows you to add or remove fees. The table displays the following information in the default view:

Fees Tab Actions

The Fees tab supports the following actions: add a fee, remove a Fee, and access the Fees page.

To add a new fee, follow the steps below:

• Step 1: Click ADD FEES to open an Add Fees lightbox in the page.

• Step 2: Enter the required information in the lightbox fields.

• Step 3: To add the fee to the group profile, click ADD FEE, or to cancel click CANCEL.

To remove a fee from the group profile, follow the steps below:

• Step 1: Click the TRASHCAN icon on the right hand side of the row of the specific fee to open the Delete lightbox.

• Step 2: Remove the fee by clicking DELETE in the lightbox, or cancel by clicking outside the lightbox on the Group Profile page.

To access more information about an individual fee listed in the table, click on any information in a row to open the Fees page for that specific fee.

Fee Modifiers Tab

The Fee Modifiers tab displays a list of any fee modifiers applied to the group, and allows you to add a new fee modifier or remove existing fee modifiers. A fee modifier dictates to whom the fee applies and who is responsible for paying the fee. For example, if a facilitator charges a merchant $0.50 per transaction, and the Referrer offers to cover it, then the fee modifier redirects the fee from the merchant to the referrer.

The Fee Modifiers list includes the following information:

Fee Modifiers Tab Actions

The Fee Modifiers tab supports the following actions: add a fee modifier and remove a fee modifier.

To add a new fee modifier, follow the steps below:

• Step 1: Click ADD FEE MODIFIERS to open the Fee Modifiers lightbox in the page.

• Step 2: Enter the required information in the lightbox fields.

• Step 3: To add the fee to the group profile, click ADD FEE MODIFIER, or to cancel click CANCEL.

To remove a fee modifier from the group profile, follow the steps below:

• Step 1: Click the TRASHCAN icon on the right hand side of the row of the specific fee modifier to open the Delete lightbox.

• Step 2: Remove the fee by clicking DELETE in the lightbox, or cancel by clicking outside the lightbox on the Group Profile page.

Reserves Tab

The Reserves tab contains a table of reserve funds available to the group, and allows you to add or remove a reserve. A reserve is a predetermined amount of a business’s revenue held in reserve in order to protect against unforeseen liabilities such as fraud or chargebacks. The reserves table contains the following information about group reserve funds:

Reserve Tab Actions

The Reserve tab supports the following actions: add a new reserve and remove a reserve.

To add a new reserve, follow the steps below:

• Step 1: Click ADD RESERVE to open the Add Reserve lightbox in the page.

• Step 2: Enter the required information in the lightbox fields.

• Step 3: To add the reserve to the group profile, click ADD RESERVE, or to cancel click CANCEL.

To remove a reserve from the group profile, follow the steps below:

• Step 1: Click the TRASHCAN icon on the right hand side of the row of the specific reserve to open the Delete lightbox.

• Step 2: Remove the reserve by clicking DELETE in the lightbox, or cancel by clicking outside the lightbox on the Group Profile page.

Withdrawal Flows Tab

The Withdrawal Flow tab contains information about withdrawal flows, a standard withdrawal schedule that is applied to all entities in your group. You can add or remove withdrawal flows from the group profile in this tab.

Existing withdrawal flows associated with the group profile are displayed in a table with the following information:

Withdrawal Flow Tab Actions

The Withdrawal Flow tab supports the following actions: add a new withdrawal flow and remove a withdrawal flow.

To add a new withdrawal flow, follow the steps below:

• Step 1: Click ADD WITHDRAWAL FLOW to open a lightbox in the page.

• Step 2: Enter the required information in the lightbox fields.

• Step 3: To add the withdrawal flow to the group profile, click ADD WITHDRAWAL FLOW, or to cancel click CANCEL.

To remove a withdrawal flow from the group profile, follow the steps below:

• Step 1: Click the TRASHCAN icon on the right hand side of the row of the specific withdrawal flow to open a lightbox.

• Step 2: Remove the withdrawal flow by clicking DELETE in the lightbox, or cancel by clicking outside the lightbox on the Group Profile page.

Profit Shares Tab

The Profit Shares tab displays a table of profit shares associated with the group profile, and allows you to add new profit shares to the group. Profit shares associated with the group profile give a portion of profits from specific transactions to individuals in the group. The Profit Shares table contains the following information:

Profit Shares Actions

The Profit Shares tab supports the following action: add a new profit share, remove a profit share, and access the Profit Share page.

To add a new profit share, follow the steps below:

• Step 1: Click ADD PROFIT SHARE to open a lightbox in the page.

• Step 2: Enter the required information in the lightbox fields.

• Step 3: To add the profit share to the group profile, click ADD PROFIT SHARE, or to cancel click CANCEL.

To remove a profit share from the group profile, follow the steps below:

• Step 1: Click the three purple dots on the right hand side of the row of the specific profit share to open a lightbox.

• Step 2: Remove the profit share by clicking DELETE in the lightbox, or cancel by clicking outside the lightbox on the Group Profile page.

To access more information about a specific profit share listed in the table, click any information in the row to open the Profit Share page.

Decisions Tab

The Decisions tab contains a table of risk-related decisions that are triggered by a group member’s action, and allows you to add or remove decisions from the table. The table contains the following information:

Decisions Tab Actions

The Decisions tab supports the following actions: add a new decision and remove a decision.

To add a new decision, follow the steps below:

• Step 1: Click ADD DECISION to open a the Automated Decision page.

• Step 2: Select any rules that will be applied to the group as part of the decision.

• Step 3: Enter information related to the decision in the page fields.

• Step 4: To add the decision to the group profile, click SAVE, or to cancel click the back button in your browser window.

To remove a decision from the group profile, follow the steps below:

• Step 1: Click the three purple dots on the right hand side of the row of the specific decision to open a lightbox.

• Step 2: Remove the decision by clicking DELETE in the lightbox, or cancel by clicking outside the lightbox on the Group Profile page.

Invoice Settings Tab

The Invoice Settings tab allows you to control invoices associated with all users in the group profile. To add invoice setting details to the group profile, click ADD INVOICE SETTINGS to edit the page. Enter the information in the required fields and save your changes by clicking the ADD INVOICE SETTINGS, or click CANCEL to discard changes.

Funding Parameters Tab

The Funding Parameters tab contains details of the funding parameters applied to the group as dictated by the referrer, and allows you to add new parameters to the group profile. Each established funding parameter is displayed in a table, which includes the following information:

Funding Parameters Tab

The Funding Parameters tab supports the following actions: add a funding parameter and remove a funding parameter.

To add a new funding parameter, follow the steps below:

• Step 1: Click ADD FUNDING PARAMETER to open a lightbox in the page.

• Step 2: Enter the requested information in the fields.

• Step 3: To add the funding parameter to the group profile, click SAVE, or to cancel click CANCEL.

To remove a funding parameter from the group profile, follow the steps below:

• Step 1: Click the three purple dots on the right hand side of the row of the specific funding parameter to open a lightbox.

• Step 2: Remove the parameter by clicking DELETE in the lightbox, or cancel by clicking outside the lightbox on the Group Profile page.

Billing Schedules Tab

The Billing Schedules tab contains information about subscription payments and other regularly scheduled statement billing associated with the group profile, and allows you to add or remove billing schedules. The Billing Schedules table displays the following information:

Billing Schedules Tab

The Billing Schedules tab supports the following actions: add a new billing schedule, remove a billing schedule, and access the Billing Schedule page.

To add a new billing schedule, follow the steps below:

• Step 1: Click ADD BILLING SCHEDULES to open a lightbox in the page.

• Step 2: Enter the requested information in the fields.

• Step 3: To add the billing schedule to the group profile, click SAVE, or to cancel click CANCEL.

To remove a billing schedule from the group profile, follow the steps below:

• Step 1: Click the TRASHCAN on the right hand side of the row of the specific billing schedule to open a lightbox.

• Step 2: Remove the billing schedule by clicking DELETE in the lightbox, or cancel by clicking CANCEL.

To access more information on a billing scheduled listed in the tab, click any information in the row to open the Billing Schedule page.

Payment Methods Tab

The Payment Methods tab allows you to add or remove specific types of payment methods from all members of the group profile. Select the payment method from the list of payment types, and click ADD to register all group members. To remove a payment method from the group, click the TRASHCAN on the right hand side of the payment method, and click DELETE in the lightbox.

Members Section

The Members section is located below the Profile Box on the group profile page. To add a new member, follow the steps below:

• Step 1: Click ADD MEMBERS in the top left hand corner of the section to open a lightbox in the page.

• Step 2: Type the entity’s name in the search box, or click SHOW MORE to display a list of available entities.

• Step 3: To save the new member to the group profile, click SAVE, or go back to the previous page without adding a new member by clicking CANCEL.

The table in the Add Members section displays all entities who are members of the group, and includes the following information:

Members Section Actions

The Members Section supports the following actions: search and download.

• To search for a specific group member, enter their identifying information into the search bar located in the top right hand corner of the section.

• To download a list of existing group members, click either .CSV or .XLS in the top right hand corner of the section.

Fee Data

• ID

• Date Created

• Created by

• Date Modified

• Modified By

• For Entity ID

• Schedule Factor

• End Description

• Collection

• Collection Factor

• Collection Offset

• Currency

• Status

Entity Data

• Entity ID

• Login ID

• Parameters ID

• Type

• Address

• City

• State

• Zip

• Country

• Phone

• Fax

• Email

• Website

• EIN

• Currency

• Status

• Custom

Add a Rule

The Add a Rule section allows you to add a new rule that will apply to all entities in a group profile. To add a new rule, follow the steps below:

• Step 1: Click ADD RULE in the top left hand corner of the section.

• Step 2: Two drop down menus will open in the page. From the left hand side drop down menu, select the Rule Type from the following choices:

  • Consumer Transaction Risk

  • Merchant Transaction Risk

  • Boarding

  • Refunds

  • Watchlist

• Step 3: The right hand side drop down menu will repopulate with specific rules related to the rule type that you selected in Step 2. Choose the specific rule that will be applied.

• Step 4: A new section will open in the page. Enter the requested information related to the specific rule that you chose in Step 3.

• Step 5: To save the new rule and apply it to group members, click SAVE in the top right hand corner of the section. If you want to discard the new rule, click CANCEL in the top left hand corner of the page.

Active Rules

The Active Rules section contains lists of rules applied to your group. Select a rule from the lists to view or make changes. The section is divided by the type of rule, and includes the following subsections:

• Consumer Transaction Risk

• Merchant Transaction Risk

• Boarding

• Refunds

Billing Schedule Information Banner

The top of the page displays the Billing Schedule Information Banner, showing the Amount Due and Last Statement dollar amounts. Click on any information in the banner to access the Billing Entries page.

Billing Schedule Details

The Billing Schedule Details section contains the following editable information describing a specific recurring billing even

t:

To edit any information in the Billing Schedule Details section, click the PENCIL icon in the top right hand corner of the page. Edit any information on the page, and save your changes by clicking the CHECKMARK, or discard your changes and return to the previous page by clicking the X.

Add Event Schedule

To add an event schedule to the billing schedule, click ADD EVENT SCHEDULE in the top right hand corner of the page. Enter your information into the lightbox that appears in the page, and click SAVE to save the event schedule, or click CANCEL to discard your changes and return to the Billing Schedule page.