This guide is for all Portal users. For more detailed information please reference our Merchant Guides and Referrer Guides within the Payrix Resource Center.
Summary
Payrix Portal has a quick access menu section on the left-hand side and a main content section on the right-hand side. For details of each section, click on the heading link.
Dashboard
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.
Search Bar
Messages
Notifications
Profile
Log Off
Payments
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.
Payment History
Recurring Payments
Customers
Disputes
Payment Returns
Management
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.
Merchants
Users
Groups
Forms
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.
Payment Pages
Invoices
Products
Signup Forms
PayFrame Configurations
/wiki/spaces/~592821742/pages/23074439255
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.
Withdrawals
Reports
Web Alerts
Email Alerts
Risk
Settings