Use Case: Assign a Group using the Merchant Signup Form

The Signup Forms page allows you to view and create whitelabeled signup forms for Merchants to begin boarding themselves to your platform. Use the Merchant’s group feature to automate the setup of fees, billing schedules, and withdrawal flows for each individual Merchant. This tutorial walks you through the steps for assigning new Merchants to a group using the Signup Form.

Open

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

Prerequisites

Assign a Group to your Signup Form

1. Access the Signup Forms Page

Click Signup Forms under the Forms category in the left navigation panel to open the Groups page.

2. Assign the Group to the Signup Form

1. Select your Signup Form from the table, and select any information in the table row to open the Signup Form Settings page.

2. Click the EDIT icon in the upper-right corner of the Signup Form Profile to edit the configuration.

3. Scroll to the bottom of the page to the Partner Configuration section and locate the Merchant’s Group drop-down within.

4. In the Merchant’s Group drop-down, search for your desired group by name by entering the group’s name, or select their name by scrolling through the list of displayed groups.

5. Click the SAVE icon in the upper-right corner when you have finished selecting your group.

Result: The Signup Form now has your desired Merchant group set, and all newly boarded Merchants using this Signup Form will be automatically assigned to the selected group.

Conclusion

After completing the steps in this use case, you will have assigned your preferred group to your whitelabeled Merchant Signup Form for the automatic assignment of new Merchants.

References

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

• Signup Forms page

• Set Up Your First Admin User Account

• Set up a Group