Differentiate Merchant Submissions
There are various use cases where a Referrer may want or need to differentiate how they are submitting merchants for onboarding.
Some of the most common situations are due to Risk requirements or to support different functionality (based on the type of merchant) on different back-end platforms.
To differentiate a merchant submission, a unique parent login must create the merchant. A parent Users/Login is defined as the owner
or the creator of the merchant.
Depending on the type of merchant submission(s), you will need to adjust your flow.
If required to differentiate merchant submissions for Payrix Risk then please provide the unique login ID you created to your Implementation or Relationship Manager to set up your flow correctly.
Signup Form
Create two Users/Logins on your Referrer with Full Access
Contact Implementations with the login ID of both users. A second Signup form will be created using that Login.
You will use Signup Form A to submit one type of merchant and SignUp Form B to submit/differentiate the other merchant submissions.
Risk will notify you which signup form to use depending on the Risk requirements (if applicable).
Portal
Create two Users/Logins on your Referrer with Full Access
Contact Implementations with the Users / Login ID of both users. Implementations will set up a workflow on the back-end to automate the submission flow.
You will Users / Logins with Referrer A and create a merchant for one type of setup and login with Referrer B to submit/differentiate the other merchant submissions.
Risk will notify you which Referrer login to use depending on the Risk requirements (if applicable).
API
Create two Users/Logins on your Referrer with Full Access
Create an APIKEY underneath both Users/Logins.
Contact Implementations with the Users/Login ID of both users. Implementations will set up a workflow on the back-end to automate the submission flow.
You will use the APIKEY associated with Referrer A to create a merchant for one type of setup and the APIKEY associated with Referrer B to submit/differentiate the other merchant submissions.
Risk will notify you which Referrer login (APIKEY) to use depending on the Risk requirements (if applicable).