Use Cases: Boarding

Welcome to the Boarding Use Case Tutorials!

Whether you’re a beginner or an experienced Payrix Portal user, these tutorials are designed to help you with onboarding onto the platform and helping your subsidiary entities sign up and board under your offering. Explore step-by-step guides with tips and resources tailored to users of the platform.

What you’ll learn:

• Boarding new Merchants: How to onboard new Merchants to generate revenue through payments

• Boarding new Referrers: How to onboard new Referrers to offer your platform to Merchants

• Setting up a new Facilitator account: How to get started as a Payment Facilitator on the portal

• Setting up your first admin user: How to set up your entity’s user with Admin access to your portal

Dive into the tutorials below and start your journey toward mastering boarding.

Boarding Use Cases