Use Cases: Entity Management

Welcome to the Entity Management Use Case Tutorials!

Whether you’re a beginner or an experienced Payrix Portal user, these tutorials are designed to help you with essential entity configurations to streamline setup and usage for Referrers and Merchants. Explore step-by-step guides with tips and resources tailored to users of the platform.

What you’ll learn:

• Create a division: How to set up a Referrer’s portfolio for branding and Merchant boarding purposes

• White label the portal: How to set your Referrer’s portal to reflect that Referrer’s branding elements

• Set up a group: How to create an organized assortment of Merchants, sharing all settings and fees

• Add Merchants to groups: Manual or automated, add or remove Merchants from groups as needed

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

Entity Management Use Cases