Users & Groups

What is a Group?

A Group is a collection of entities with configured fees, risk decisions, and other parameters that apply to all entities within. The Group is setup by the referrer, then merchants are added.

For example, a Referrer wanting to configure a standard transaction convenience fee that applies to all merchants that accept payments using the Referrer’s service. This referrer would create a group with their desired fee parameters, risk decisions related to volume of transactions & average ticket values, and adds all existing merchants to this group.

How to Setup and Apply a Group to a Merchant

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Group Profile Menu

PROFILE – Provides basic information about the group, including group ID (sometimes referred to as “Org ID”), creation date, and group name.

FEES – Allows you to add and apply fees based on a set of fee rules and parameters setup within, including: start date, fee amount, fee name, and more.

FEE MODIFIERS – Allows a merchant to modify who pays the fees for a transaction. (Such as when one primary merchant has multiple franchise locations and would like to pay the fees for all of its through one parent level merchant account.

RESERVES -

WITHDRAWAL FLOWS

PROFIT SHARES

DECISIONS

INVOICE SETTINGS

FUNDING PARAMETERS

BILLING SCHEDULES

PAYMENT METHODS