Understanding Groups

What is a Group?

A Group, sometimes called an Org, is a collection of entities set up by a parent entity, and is configured with fee settings, risk decisions, and other parameters that apply to all Group member entities.

Groups can be configured from Facilitators for Referrers, from Referrers for Merchants, or from Merchants for their Sub-Merchants.

To learn how to set a Group up, jump to How to Setup a Group.

How does a Group work?

A Group is configured in the Groups page of the Portal. A Referrer will create the group or select their desired existing group and add its new Merchants to it. After setting up the Group, the Referrer can apply their desired fees and parameters.

Visit Groups to learn more about the Groups page features and layout.

Why is a Group useful?

Groups are useful because a parent entity can apply the same logic for various parameters and settings and apply them to multiple Group members at once. This saves a great deal of time and effort versus manually configuring each entity individually.

Group versus Division versus Team

• Group: A collection of entities where you can configure fees, decisions, and parameters that apply to all entities in the group. Remember this is sometimes called an Org.

• Division: This is where workflows are set up to automatically add merchants to groups when created, and also where the white label is configured. 

• Team: A collection of Logins/Users that share roles and similar user properties to access the Portal or API.

How to Set Up a Group

To set up a Group in the portal:

1. In the Management section of the left navigation panel, select Groups.

2. Click ADD GROUP in the upper right of the page.

3. Enter a name for the new Group and click Create Group.

4. From the Groups page list, select the name of your new Group to open its Group Profile page.

5. Set up the parameters for your Group. See Group Profile Page Features for full descriptions of each parameter and how to modify them.

6. Click ADD MEMBERS in the lower section of the Group Profile.

7. Select the entities that you want to add to the new Group. You can use the search box to find the entities.

8. Click Save.

Your Group setup is complete.

Remove a Group Member

To remove an entity member from your Group:

1. On the Groups page, access the Group Profile page for the Group.

2. In the lower section of the Group Profile, click X next to the Group member’s listing.