The Copy Link and Preview Buttons are located in the upper right hand corner of the page. Click the LINK button to create a copy of the link that you can send to a Referrer directly or embed in your website. Click the EYE button to open a preview version of the form in a new web browser page.
The Signup Form Box is below the Copy Link and Preview Buttons, and contains a list of tabs on the left hand side of the box that contain details about the signup form. The tabs are described below. Click on any tab to view its contents.
The General Settings tab contains page configurations that change the visual properties of the signup form, including Page Settings, Header Fields, Color Styling, Fee Settings, Partner Configurations, and Login Configurations.
The Page Settings section contains the following information:
Page Settings Field Name | Description |
|---|
Name | The name of the signup form. |
Code (Autogenerated) | The autogenerated code related to the name of the signup form. |
Signup Mode | The setting for the signup form. Choose from: None, Sandbox, or Production. In Sandbox, the form will be in a testing mode and won’t run real transactions. In Production, everything will be considered real and the accounts that are created will be live. |
Inactive | Indicates whether the form is inactive. Choose from: Yes or No. |
The Header Fields section contains the following information:
Header Fields Field Name | Description |
|---|
Form Header | The text displayed in the form header. |
Form Header Logo | Upload your business logo to be displayed in the form header. |
Subtitle | An optional subtitle displayed below the header. |
Text Preview Box | A preview of the text displayed in the form. |
The Color Styling section contains the following information:
Color Styling Field Name | Description |
|---|
Background Color | The hex code color displayed in the form background. |
Text Color | The hex code color displayed in the form text. |
Error Text Color | The hex code color displayed in any error text. |
The Fees section contains the following information:
Fees Section Field Name | Description |
|---|
Fee Collecting Entity | The name of the entity that will collect any fees associated with the account. |
Add Additional Fee Button | Click ADD ADDITIONAL FEE to add a line to the Fees Section. Enter the fee information in the additional fields. To add another fee, click ADD ADDITIONAL FEE again. To remove a fee, click the TRASHCAN icon to the right of the fee. Note that you must click the PENCIL icon in the upper right hand corner of the box to use the Add Additional Fee button. |
The Partner Configuration section contains the following information:
Partner Configuration Section Field Name | Description |
|---|
API Key | The API key generated by the Payrix Portal. |
Referrer’s Group | The name of the Group associated with the Referrer. |
’s Merchant Group | The name of the Group. |
Parent Login | The Login ID for the Parent (Facilitator or Referrer). |
The Merchant Login Configurations section contains the following information:
Mration Section Field Name | Description |
|---|
Portal Access | Indicates whether the will have portal access after signup. Choose from: Yes or No. |
Login | The login user ID for the Referrer. |
Access Template | A template of user permissions to assign to the login that a user creates. Click the drop down menu to choose a previously saved Access Template or click ADD A TEMPLATE in the top of the drop down to create a new template later. |
Signup Complete Redirect | Indicates where the Referrer’s web browser will be directed once signup is complete. Choose from: No Redirect, Login Page, Custom URL, Custom Page. |
Teams | Indicates any Team that the Referrer will be added to once signup is complete. |
The Business Info tab allows you to configure what information the signup form will require about the business, and includes the following information:
Business Info Tab Field Name | Description |
|---|
Business Field Configurations | A list of business configurations that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes. The Business Field Configurations include the following options: Business Type (e.g. LLC) Website Customer Service Phone Custom Description IRS Filing Name EIN Type
|
Countries | The countries where the signup form can be used. Choose from: United States or Canada. |
Custom Fields | Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field. |
The Ownership Info tab allows you to configure what information the signup form will require about the primary owner of the Referrer’s business, and includes the following information:
Ownership Info Tab Field Name | Description |
|---|
Principle Field Configurations | A list of configurations about the primary owner that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes. The Ownership Field Configurations include the following options: |
Login Confirmation Message | A customized message that the business owner views following login. |
Custom Fields | Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field. |
The Banking Info tab allows you to configure what information the signup form will require about the business’s banking information, and includes the following details:
Banking Info Tab Field Name | Description |
|---|
Business Field Configurations | A list of configurations about the business’s banking information that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes. The Business Field Configurations include the following options: |
Banking Documentation Custom Message | A customized message that the banking documentation. |
Banking Documentation Document Type | The type of document required to verify bank information. Choose from: General Personal ID Company ID Voided Check Bank Statement Bank Letter Contract
|
Banking Documentation Required | Indicates whether documents are required for bank verification. |
Banking Documentation Add Document | To add a new document type, click ADD DOCUMENT and enter the required information. Add an additional field by clicking ADD DOCUMENT again. Remove a document type by clicking the TRASHCAN icon to the right of the field. |
Custom Fields | Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field. |
The Terms and Disclosures tab allows you to customize the Terms and Conditions and other agreements necessary for signup.
The Terms and Disclosures tab includes the following details:
Terms and Disclosures Tab Field Name | Description |
|---|
Terms and Conditions | A list of customizable fields related to the Terms and Conditions for signup, including the following items: |
Custom Agreement | Personalized text related to signup agreements. |
General Documents | Other documents related to signup agreements. To add a new document, click ADD DOCUMENT and enter the required information. Add an additional document by clicking ADD DOCUMENT again. Remove a document by clicking the TRASHCAN icon to the right of the document. |
Custom Fields | Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field. |
The Code Submission section displays information about any previously submitted forms, including the following details:
Code Submissions Tab Field Name | Description |
|---|
Created | The date that the signup form was submitted. |
Status | The status of the signup form submission. |
Entity | The entity that submitted the form. |
IP Address | The IP address associated with the submission. |
User Agent | The HTTP header that identifies the user responsible for submitting the form. |
| The digitized signature acquired during the agreement. |
