---
title: "Entity Setup"
slug: "entity-setup"
status: "update"
updated: 2026-01-30T22:01:47Z
published: 2026-01-30T22:01:47Z
canonical: "resource.payrix.com/entity-setup"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://resource.payrix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Entity Setup

Effective entity setup is essential for partners to streamline operations and enhance onboarding. This section describes various entity types in Payrix Pro, such as partners and merchants, and their hierarchical relationships. This section also introduces the entity-related features used during initial configuration.

View the following articles to learn about each entity type and how to configure them:

- [Overview of Entities](/v1/docs/overview-of-entities)
- [Set Up a Group](/v1/docs/set-up-a-group)
- [Set Up Entity Custom Fields](/v1/docs/set-up-entity-custom-fields)

## See Also

The following content provides guidance on post-implementation tasks and ongoing maintenance:

- [Use the Portfolio Management Page](/v1/docs/portfolio-management-partners)

1. Any merchant or partner account operating on the Payrix Pro platform.
2. In API terms, the top-level resource for any merchant or partner account.

The process of adding clients (merchants) to the Payrix Pro platform to use the Payrix Pro payment solutions. Also known as *boarding*.

A PayFac-as-a-service platform. Software companies can act as payment facilitators without taking on the associated risks, compliance burdens, and investment.

A partner entity in the Payrix Pro system that receives fees collected from merchants. Also known as a *Vendor* or a *Referrer*

An entity that can process transactions and has been onboarded through a Payrix Pro partner.