The Payrix Pro Portal is an all-in-one tool for users of all payment levels to effectively run their business, mitigate risk, generate reports, withdraw their funds, and board new entities among many other features.
The following sections describe each component of the portal. Each User will see different pages and features available based on the access levels and roles their administrators grant them.
Some of these features include:
A high-level overview of your payments business as a whole.
Details for transactions, customers, payment methods, subscriptions, and disputes.
Management of portfolio entities, new and existing merchants, users, groups, teams, and access roles to apply billing, fees, and other configurations.
Whitelabeled signup forms for merchants, customer invoices, static payment pages, products, items, and more.
Reports to track your business, schedule fund transfers, and manage configurations, risk, alerts, and general settings.
Portal Navigation
The following sections detail the options in the Portal side navigation menu. If you’re unsure about a Portal guide article, make sure you’re using the correct guide for your user type:
Note
Some merchant users might not have all listed features available to them based on their access level as granted by their Admin or partner.
Dashboard
The Dashboard is the first landing page after you log in to the portal. It displays customizable interactive charts with your most important data, provides a global search across all activities and entities, shows alert notifications for events such as chargebacks, and lets you manage your user profile or log off securely.
Payments
The Payments section provides users with everything they need to create new payments, manage existing transactions, and handle both new and existing customers who make payments.
Management
The Management section provides users with functionality related to access control. Users create roles, templates, and teams to fine‑tune the access of each account.
Partners: Management
Merchants: Management
Forms
The Forms section helps users create invoices, payment pages, and product listings to process transactions for specific items and services on the portal, which they then send to customers.
Admin
The Admin section lets users create withdrawals and reports, set up alert notification systems, manage risk, and generate API keys for granular use of the API.
Knowledge Base
While navigating the Portal, graduation cap icons appear on various pages, and menus link you to the relevant use case for that page in the Use Case Tutorials section of the Resource Center.
These step‑by‑step walkthroughs help you complete specific tasks using the features of the portal page you’re visiting. Each Use Case Tutorial specifies the applicable user access level in the Audience section.