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Portal Guide - Facilitator
This guide provides information for Platform Payment Facilitators (also known as “Facilitators”) about all of the features of the Portal.
A Facilitator is an entity that utilizes the Payrix system to directly assume risk and liability for their portfolio. They underwrite and approve onboarding for merchants, provide the technology required to process electronic payments and receive the resulting funds.
Partial view of the Facilitator Dashboard page showing the Navigation Panel, Search Bar, and Account access options.
Facilitator Portal Features
The features described below appear on all pages of the Portal. They allow you to find specific pages and details, and access information about your account.
Navigation Panel
Use the navigation panel to access pages in the Payrix Portal. The navigation panel is located on the left-hand side of the page. Click the links in the navigation panel to access information from the following categories:
Message Banner
Use the Message Banner features to access messages, disputes, and your user profile information. The Message Banner is located at the top right-hand side of the page. The following features can be found in the Message Banner:
Message Banner Feature Name | Description |
|---|---|
Search Bar
| Enter your search term into the field, click the magnifying glass, and you will be redirected to the Search page to view your results. |
Messages | Click the MESSAGES button to open the Messages page to view any messages for your account. Create a User Message Unique to Facilitators, you can create a custom message to be sent directly to a desired user within your portfolio. In the Messages page, click the Create button to setup a new user message. |
Notifications | Click the NOTIFICATIONS button to open the Notifications page to access information on any disputes or ACH Returns associated with your account. Setup a Full-Portfolio Notification Unique to Facilitators, you can create a custom temporary notification seen by all users within your portfolio. In the Notifications page, click the ADD NOTIFICATION button (located under the Notifications tab) to create a new notification. |
Profile | Click the PROFILE button to access the Profile page to view or edit your account information. |
Log Off | Click LOG OFF to log out of your account. |
White-Label Your Portal
When boarding as a Facilitator, Payrix will work with you to create a custom white-label portal to streamline brand visibility for the Facilitator’s portfolio users experience in their Portal (e.g. Referrers and Merchants).
Related Pages
The following pages contain additional details about the information on the Facilitator Portal Guide page: