Portal Guides

The Payrix Portal is an all-in-one tool that allows users of all levels in payments to effectively run their business, mitigate risk, report, withdraw their funds, and board new entities among many other features.

See below a description of each of the sections of the Portal. Each user will see different pages and features available to them based on their access levels and roles granted to them.

Some of these features include:

Get a quick, high-level overview of your payments business as a whole.
Create, manage, and view details for transactions, customers, payment methods, subscriptions, and disputes.
Manage your portfolio’s entities, new and existing merchants, users, groups, teams, and access roles to apply billing, fees, and other configurations.
Create beautiful whitelabeled signup forms for Merchants, customer invoices, static payment pages, products, items, and more.
Create reports to track your business at the click of a button, schedule a withdrawal of your funds, and manage all setup configurations, risk, alerts, and general settings.

Navigation Legend

To better separate guides based on their access level, we’ve created a legend key to quickly indicate the level of the user that the article is intended for. If you’re unsure about the instructions of a Portal Guide, double-check that you’re using the correct guide level for a page:

(F) = Facilitator-level Users
(R) = Referrer-level Users
(M) = Merchant-level Users

Some Merchant users may not have all listed features available to them based on their access level as granted by their Admin or Referrer.

Dashboard	Payments	Management	Forms	Admin

Dashboard

Payments

Management

Forms

Admin

The Dashboard is the first landing page after logging into the portal. It displays customizable interactive charts with your most important data, global search of all activities and entities, view alert notifications for things like chargebacks, manage your own user profile or log off securely.

The Payments section provides users with all they need to create new payments, and manage existing transactions as well as new/existing customers from which payments are made.

The management section provides users with functionality related to access control. Roles, templates and teams can be created to fine tune the access of each user account.

The forms section is used primarily for making invoices, payment pages, and product listings intended for processing transactions for specific items and services on the portal that you can send to your customers.

The Admin section is used to create withdrawals and reports, setup alert (webhook) notification systems, manage risk, and generate API Keys for additional granular use of the API.

In-Portal Help

While navigating the Portal, small learning icons will appear on various pages and menus will link you to an applicable use case for that Portal page from the Use Case Tutorials available on the Resource Center.

These step-by-step walkthroughs are designed to help you complete specific tasks using the features of the Portal page you’re visiting.

Note: Some tasks are only applicable to specific user access levels or can only be used in certain development environments. Each Use Case Tutorial will outline the applicable user access level in the “Audience” section and the which environments it can be used in under “Environments”