Use Case: Set Up a Group

The Groups page allows you to set up a new entity group to apply the same settings to multiple Merchants for their Fees, Withdrawal Flows, Billing Schedules Automated Risk Decisions, and other parameters. This tutorial will walk you through the steps for creating a Group.

Partial view of the Groups page, including the ADD GROUP button.

Objective

Use the Add Group form to add a new group of users boarded under your account.

Audience

Facilitators
Referrers

Environment

Portal (Sandbox)
Portal (Production)

Prerequisites

Prerequisites:

You must have a fully boarded account to perform any of the actions described in this use case guide.
You must have Admin User Access to create new groups. For more information, see the Set Up Your First Admin User Account use case page.

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip: You can add new Merchants to specific Groups after successfully boarding by assigning your preferred team to your whitelabeled Merchant Signup Form.

Additional Resources

See the supporting material below to help you get started.

To learn more about Groups, their functionality, and their uses, visit the Understanding Groups page.

Set Up a Group

1. Access the Groups Page

Click GROUPS under the Management category in the left-hand navigation panel to open the Groups page.

2. Set Up a New Group

Step 1: Click ADD GROUP in the upper right-hand corner of the page to open the Add Group section on the page.
Step 2: Type the name of the new group in the open field, then click CREATE GROUP. The new group will automatically appear in the Groups page table.

3. Add Group Members

Step 1: Locate the new group in the table, and click on any information in the table row to open the Group Profile page.
Step 2: Scroll to the bottom of the page to the Group Members section. For a newly created group, this section will be empty until you add members.
Step 3: Click the ADD MEMBERS button in the upper left-hand corner of the section to open the Add Members lightbox on the page.
Step 4: Search for a user by typing the user name in the search field inside the lightbox, or find their name by scrolling down the list of users in the lightbox. Click on the user’s name and a checkmark will appear next to it in the lightbox, indicating that the user will be added in the next step.
Step 5: Click SAVE when you have finished selecting user names.

4. Adjust Group Settings (Optional)

Step 1: Click any of the tabs on the left-hand side of the Group Profile page.
Step 2: Adjust settings such as Fees, Reserves, Profit Shares, or other settings that will affect all members of the group.

Result: The new group is now active. You can navigate away from the page.

Next Steps

Once you have created the new group, review the following use case guides for additional information on related topics:

Set Up a Division: Set up a new Division under your account using the Set Up a Division page.
Assign Merchant Groups on Signup: Automatically add newly boarded Merchants to a Group using the Assign a Group using the Merchant Signup Form page.
Board New Merchants: Board a new Merchant under your account using the Board a New Merchant page.

Conclusion

After completing the steps in this use case, you will have a new group with members added.

References

Click the links or items below to access any of the following pages: