Teams

Teams Table

The Teams table displays a list of existing teams associated with your account, including the following information:

• Name: The name of the team.

• Users: The number of users on the team.

• Alerts: Indicates whether any alerts are associated with the team.

• Work Flows: The number of workflows associated with the team.

• More Options: Click the three-dot icon to access more options for the team.

• Arrow Icon: Click on the grey triangle in any row to view additional details for a specific team, or click on the grey triangle in the table header to view additional details for all transactions.

To remove a team from the table and delete it from your profile:

1. Click the three-dot icon on the right side of the row of the specific team, then click Delete.

2. Remove the team by clicking YES in the dialog, or cancel by clicking NO to return to the Teams page.

To access the profile for a specific team, click on any information in the row to open the Team Profile page.

Add a New Team

To add a new team to your Teams page:

1. Click ADD TEAM in the top right corner of the page to open the Add Teams dialog.

2. Enter the team name and an optional description in the dialog.

3. To save the new team to your Teams page, click Add.

4. (Optional) To add users to the new team, click on any information in the row to open the Team Profile page, and follow the directions on the Users tab for adding users to the team.  

Team Data

• ID

• Date Created

• Description

• Created by

• Date Modified

• Modified By

Team Profile Panel

The Team Profile panel includes tabs on the left side of the box. The tabs contain editable details about the team members, associated work flows, alerts, and allows you to add or remove users or change user access privileges. The following sections of this page provide descriptions of the contents of each of the tabs:

Profile Tab

The Profile tab displays the following editable information about the team:

• Name: The name of the team.

• Team ID: The Payrix Pro-generated ID number associated with the team.

• Description: A description of the team entered by the Partner or other entity.

To edit any fields in the Profile tab:

1. Click the Pencil in the top right corner of the page.

2. Edit any information in the fields.

3. Save your changes by clicking the Checkmark icon, or click X to discard your changes.

Work Flows Tab

The Work Flows tab contains a table of existing work flows assigned to your team, and allows you to add a new work flow to the team profile. The table on the Work Flows tab displays the following information:

• ID: The Payrix Pro-generated ID number associated with the work flow.

• Trigger: The trigger that initiates the work flow. Choose from the following:

  • Create: Initiate any action involving payments, payouts, or other financial activities.

  • Low: Triggers an action based on a minimum threshold transaction set by the owner or Partner.

  • High: Triggers an action based on a transaction limit threshold.

  • Board: Any action having to do with boarding a merchant.

Work Flow Tab Actions

The Work Flow tab supports adding a new work flow, disabling a work flow, and enabling a work flow.

To add a new work flow to the team profile:

1. Click ADD WORKFLOW to open the Add Workflow dialog in the page.

2. Enter the required information in the dialog fields.

3. To add the work flow to the team profile, click Add.

To enable an existing work flow:

1. Click the three-dot icon on the right side of the row of the specific work flow.

2. Click Enable.

To disable an existing work flow:

1. Click the three-dot icon on the right side of the row of the specific work flow, then click Disable.

2. Enter your First and Last Name to confirm the changes.

3. Click Disable to remove the workflow from the team.

   Note

   When a work flow is disabled, an email is sent to risk to alert of the change.

Alerts Tab

The Alerts tab contains a table of saved alerts associated with your team and allows you to add new alerts. The Alerts tab table displays the following information:

• ID: The Payrix Pro-generated ID number associated with the alert.

• Login: The login name of the entity that is messaged when an alert is triggered.

• For Login: The login name of the entity that triggered the alert.

• Name: The name of the alert.

• Description: A description of the alert.

• Status: Whether the alert is Active or Inactive.

Alert Tab Actions

To add a new alert to the team profile:

1. Click ADD ALERT to open a dialog in the page.

2. Got through each step and enter the required information.

3. To add the alert to the team profile, click Add.

To remove an existing alert from the table:

1. Click the X on the right side of the row of the specific alert to open a dialog.

2. Click Yes in the dialog to confirm the alert removal.

Email Alerts Tab

The Email Alerts tab allows you to configure which types of actions will trigger an email alert for a specific team.

Note

By default, all email alerts are disabled. You must enable specific alerts to receive notifications.

Email Alerts Tab Actions

The email alerts page is divided into subsections containing email alerts related to a specific type of event. In each section, several specific alerts are displayed. Provided that the alert is enabled, a notification will be received by any recipient listed for the specific alert function(s) found in each subsection.

To use the alert toggles:

• To turn an alert on or off, turn on or off the toggle on the right side of the alert type.

• Click the Black Triangle to open the subsection to view more information about a specific alert.

  Note

  You can only view more information about an alert when the toggle switch is set to ON.

• After making any changes to an alert setting, click SAVE on the right side of the toggle to save any changes.

In each subsection, you can do the following:

• View and copy the Payrix Pro platform-generated ID for the alert.

• Add or remove email addresses that receive the alert.

Note

Email alerts do not function sandbox environments.

To view a specific subsection, click the header located at the top of the page. The features of each section are described in the sections below:

Disbursements

The Disbursements subsection contains notification settings related to disbursement events, including the following alert types:

• Disbursement Requested: A disbursement was requested.

• Disbursement Processing: A disbursement is now processing.

• Disbursement Processed: A disbursement was processed.

• Disbursement Failed: A disbursement request failed.

• Disbursement Denied: A disbursement request was denied.

• Disbursement Returned: A disbursement was returned.

• Debit disbursement recovery: A debit disbursement was completed.

• Upcoming debit disbursement: The date of an upcoming debit disbursement.

Merchants

The Merchants subsection contains notification settings related to events involving the merchant boarding process, including the following alert types:

• Merchant Created: A new merchant ID was created in the portal.

• Merchant Boarding: The boarding process for a new merchant has started.

• Merchant Boarded: A new merchant was successfully boarded to the portal.

• Merchant Manual Review: Indicates that the merchant is under manual review by the Payrix Pro platform for verification purposes.

• Merchant Held: Indicates that the merchant account is temporarily held, and is not boarded to the portal. This status will be changed in the future.

• Merchant Denied: A merchant boarding application was denied.

Chargebacks

The Chargebacks subsection contains notification settings related to events involving any chargebacks that are associated with your teams, including the following alert types:

• Chargeback Opened: A chargeback dispute was opened by a customer’s card brand.

• Chargeback Closed: A chargeback dispute was closed by the Payrix Pro platform.

• Chargeback Created: A chargeback transaction was created manually by the merchant.

• Chargeback Lost: A chargeback dispute was awarded to the purchaser, triggering a debit to the merchant or other user.

• Chargeback Won: A chargeback dispute was awarded to the merchant or Partner, triggering a credit to that user.

Transactions

The Transactions subsection contains notification settings related to events involving online or point-of-sale transactions associated with your teams, including the following alert types:

• Transaction Created: A new transaction was created involving your account.

• Transaction Approved: A transaction was approved.

• Transaction Failed: A transaction failed.

• Transaction Captured: The transaction has been authorized, and funds have been allocated for settlement, during which fees and other costs will be deducted.

• Transaction Settled: Transaction funds have been settled (i.e. the fees and costs were successfully processed) and are now available in your account’s “Available Balance” for withdrawal.

• Transaction Returned: Indicates that a refund was issued to the cardholder for a transaction.

• Transaction Echeck Funded: Indicates that the transaction occurred via eCheck.

• Terminal Transaction Created: A transaction was created via a credit card terminal.

• Terminal Transaction Approved: A terminal transaction was approved.

• Terminal Transaction Failed: A terminal transaction failed.

Invoices

The Invoices subsection contains notification settings related to events involving invoices for goods or services sold through your teams, including the following alert types:

• Invoice Created: A new invoice was created.

• Invoice Cancelled: An existing invoice was canceled.

• Invoice Expired: The invoice was not paid in full by the required due date.

• Invoice Viewed: The customer viewed the invoice.

• Invoice Paid: The invoice has been paid partially or in full.

• Invoice Emailed: An invoice was emailed to the recipient.

• Invoice Result Failure: A transaction that was paid to the invoice failed.

Subscriptions

The Subscriptions subsection contains notification settings related to subscription services and payments sold through your teams, including the following alert types:

• Subscription Created: A new subscription was created by one of your merchants.

• Subscription Approved: A pre-authorized subscription payment was approved.

• Subscription Failed: A subscription payment failed.

Change Requests

The Change Requests subsection contains notification settings related to changes made to your teams, including the following alert types:

• Change Request Declined: A change request was declined.

• Change Request Created: A change request was created.

• Change Request Approved: A change request was approved.

• Change Request Manual Review: A change request requires manual review.

Users Tab

The Users tab allows you to add or remove users from the team, and contains the following information about the users associated with the team:

• ID: The Payrix Pro-generated ID associated with the user.

• Name: The full name of the user.

• Username: The user name associated with the user’s login information.

• Allowed Access: Indicates the user’s access level. Choose from the following: None, View, Edit, or Admin.

Users Tab Actions

The Users tab supports adding and removing a user.

To add a new user to the team profile:

1. Click ADD USER to open the Add User dialog in the page.

2. Search for a user manually, or select a user from the list by clicking the Checkmark. You can select multiple users.

3. (Optional) Change a user’s access level by clicking Allowed Access and selecting a new access level.

4. To add the user or users to the team profile, click Add Users.

To remove an existing user from the table:

1. Click the X on the right side of the row of the specific user to open a dialog.

2. Remove the user by clicking Yes in the dialog.