Use case tutorials are designed to help platform users perform specific tasks. However, some tasks apply to only a subset of users or are designed only for certain development environments, and the use case tutorials for these types of tasks are designed only for the relevant user levels and environments.
Note
These tutorials are based on Payrix Pro portal use cases only. Visit the Payrix Pro API documentation portal for Payrix Pro API, PayFields, and PayFrame use cases.
Prerequisites
Note
Make sure you complete the following prerequisites before performing any of the tasks described in the use case tutorials:
You must have a fully boarded Payrix Pro platform account to perform any of the actions described in the use case tutorials.
Know your user level. For more information, visit the Get Started with Payrix Pro.
Know your user environment. For more information, visit Get Started with Sandbox Testing.
Know the basic Payrix Pro portal pages and features.
Explore the Payrix Pro Sandbox Portal.
Tutorial Navigation
Navigate through the tutorials effortlessly using the organized structure. Each tutorial is categorized by process, so you can access and explore specific use cases that align with the actions necessary to keep your business flowing smoothly.
Section | Description | Example |
|---|---|---|
Objective | The expected outcome of following the use case steps | Create a user team and customize member roles and user capabilities. |
Audience | The entity levels that the use case can be applied to and is written for:
| Partners |
Environment | The portal server level and development environment that the use case applies to:
| Portal (Sandbox) |
Prerequisites | Any requirements that are conditions before being able to apply the use case |
|
Warnings | Insight or advice to avoid issues related to risk, visibility, and overall performance of the product during this use case |
|
Tips | Suggestions to streamline or better prepare you to apply the use case tutorial |
|
Additional Resources | Additionally, longer-form reference materials or tables are available in the Implementation Guide, offering more detailed context and information about the concepts of processes mentioned in the use case | To learn more about user access and roles, visit the Understanding Users and Roles page. |
Use Case Steps | The instructional steps for accomplishing the use case’s stated objective |
|
Next Steps | The related topics or next steps in a longer process after accomplishing the use case objective | Set Up a Group: See the Set Up a Group use case for more information about setting up a group of users in the Portal. |
Conclusion | The expected outcome and final result of the use case being performed | The new team is now active and the team members can perform any actions associated with their assigned roles. |
Applying a Use Case
The steps below outline how to use any of the use case tutorials included within this section of the Resource Center:
Select a Use Case Tutorial category (for example, Chargebacks or Disbursements).
Objective: Review to ensure the use case is what you’re looking for.
Audience: Review to ensure it applies to your entity level: Partner or Merchant.
Environment: Review to verify you can perform the use case in Sandbox or Production.
Prerequisites: Review to ensure you are prepared to perform the use case.
Read the Warnings and Tips to avoid issues and streamline your usage.
Additional Resources: Visit these articles if you’re unfamiliar with any of the concepts or terms.
Use Case Steps: Execute these and compare the final result against your outcome to ensure success.
Read the Next Steps section for additional use case tutorials that might relate to the current one.
Review the Conclusion to understand what’s been accomplished after completing the use case objective.
Questions
As always, if you experience issues or are confused about any process mentioned in the Use Case Tutorials section, submit a Partner Services ticket for guidance or additional help.