Understanding Groups
- Miles Graves
What is a Group?
A Group, sometimes called an “Org”, is a collection of entities set up by a parent entity, and is configured with fee settings, risk decisions, and other parameters that apply to all Group member entities.
Groups can be configured from Facilitators for Referrers, from Referrers for Merchants, or from Merchants for their Sub-Merchants.
To learn how to set a Group up, jump to How to Setup a Group.
How does a Group work?
A Group is configured in the Groups page of the Portal. A Referrer will create the group or select their desired existing group and add its new Merchants to it. After setting up the Group, the Referrer can apply their desired fees and parameters.
Why is a Group useful?
Groups are useful because they allow a parent entity to apply the same logic for various parameters and settings and apply them to multiple Group members at once. This saves a great deal of time and effort versus manually configuring each entity individually.
Group vs. Division vs. Team
Group - A collection of entities where you can configure fees, decisions, and parameters that apply to all entities in the group. Remember this is sometimes called an “Org”.
Division - This is where workflows are set up to automatically add merchants to groups when created, and also where the white-label is configured.
Team - A collection of Logins/Users that share roles and similar user properties to access the Portal or API.
How to Setup a Group
Expand the content below for Group setup steps:
Step 1: From the Dashboard, navigate to Groups (under Management).
Step 2: Click the ADD GROUP button in the upper right of the page.
Step 3: Give the new Group a name and click CREATE GROUP.
Step 4: From the Groups page list, click on the name of your new Group to open its Group Profile page.
Step 5: In the Group Profile, setup your desired parameters.
Step 6: Click the ADD MEMBERS button in the lower left of the Group Profile.
Step 7: Search for the entity or entities you’d like to add the the new Group.
Step 8: Click the check next to each listing of an entity you want to add. Then click SAVE.
Your Group setup is complete.
Remove a Group Member
To remove an entity member from your Group, simply click the X button next to their listing in the Group Profile: