You can create a group of merchants onboarded under your account to apply the same settings across these merchants. Access the Groups page to create an entity group and configure shared parameters such as fees, withdrawal flows, billing schedules, and automated risk decisions. This tutorial shows you how to create a group and add merchants to the group.
Audience: Partner
Set Up a Group
Complete all steps in the following sections.
Prerequisites
Before attempting this tutorial, you must:
Meet the general prerequisites described in Get Started with Use Case Tutorials.
Have Admin user access to create new groups. For more information, see Set Up an Admin User Account.
Access the Groups Page
Click GROUPS under the Management category in the left navigation panel to open the Groups page.
Set Up a New Group
Click ADD GROUP in the upper-right corner of the page to open the Add Group section on the page.
Enter the name of the new group in the open field, then click CREATE GROUP. The new group will appear in the Groups page table.
Add Group Members
Locate the new group in the table, and select any information in the table row to open the Group Profile page.
Scroll to the bottom of the page to the Group Members section. For a newly created group, this section will be empty until you add members.
Click ADD MEMBERS in the upper-left corner of the section to open the Add Members dialog on the page.
Search for a user by entering the user name in the search field inside the dialog, or find their name by scrolling down the list of users in the dialog. Click on the user’s name and a checkmark will appear next to it in the dialog, indicating that the user will be added in the next step.
Click SAVE when you have finished selecting user names.
Tip
You can add new merchants to specific groups after successful boarding by assigning your preferred team to your whitelabeled Merchant Signup Form.
Adjust Group Settings (Optional)
Click any of the tabs on the left side of the Group Profile page.
Adjust settings such as Fees, Reserves, Profit Shares, or other settings that will affect all members of the group.
Result: The new group is now active with members added.