---
title: "Set Up a Group"
slug: "set-up-a-group"
updated: 2026-01-28T17:57:00Z
published: 2026-01-28T17:57:00Z
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.

# Set Up a Group

You can create a Group consisting of merchants onboarded under your account to apply the same settings across these merchants. Access the [Groups](/v1/docs/groups-partners) page in the Payrix Pro portal to create a group entity and configure shared settings. Configurable settings include fees, withdrawal flows, billing schedules, and automated risk decisions.

The following sections describe how to create a group, apply group-level settings, and add merchants to the group. Complete all steps as an [Admin user](/v1/docs/user-roles).

## Create a Group

Complete the following steps in the portal:

1. Select **Groups** under Management in the main side bar.
2. Click **ADD GROUP** in the upper-right section of the page to display the Group Name field.
3. Enter a name for the new group.
4. Click **Create Group** to add the new group to the Groups table.

## Configure Group Settings

Complete the following steps from the Groups page:

1. Locate your group in the table, and select any value in that row to open the group’s profile page.
2. Configure settings such as fees and other parameters for the group. See [Group Profile](/v1/docs/group-profile-partners#group-profile) for descriptions of each parameter and instructions on how to modify them.

## Add Group Members

Complete the following steps from the group’s profile page:

1. Click **ADD MEMBERS** in the lower section of the page.
2. Select the merchants that you want to add to the group. You can use the search box to find each merchant.
3. Click **Save**.

**Result:**The group is now active, and all added members share the configured group‑level settings.

> [!TIP]
> Tip
> 
> You can automatically add merchants to specific groups after successful onboarding by assigning the preferred group to your white-labeled Merchant Signup Form.

A collection of entities where you can configure fees, decisions, and parameters that apply to all entities in the group. Also known as an *Org*.

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

The process of creating a disbursement of account balance funds to an entity’s registered deposit account. This process is also known as a *payout*.

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