Team Profile (M)

This topic describes the following pages:

Team Profile
Team User Profile
Workflow Details
Work Flow Action

The Team Profile page contains editable information about a specific team listed on the Teams page in the portal, including the team’s users, workflows, and alerts.

To access the Team Profile page:

Access Users in the Management category in the left navigation panel.
Click the PLUS icon next to Users to open a dropdown menu.
Click Teams in the dropdown menu to open the Teams page.
Find the specific team in the table on the Teams page and click any information for that team to open the Team Profile page.

A view of the Team Profile page, including the Team Profile Box.

Team Profile Features

Click here to view the features of the Team Profile page.

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 workflows, and alerts. You can also 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:

Profile Tab Field Name	Description
Name	The name of the team.
Team ID	The ID number associated with the team.
Description	A description of the team entered by the referrer or other entity.

To edit any fields in the Profile tab:

Click the PENCIL icon in the upper right corner of the tab.
Enter the information in the required fields.
Save your edits by clicking the CHECKMARK icon or revert to the previous version and discard your edits by clicking the X icon.

Work Flows Tab

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

Work Flows Table Column Name

Description

ID

The ID number associated with the work flow.

Trigger

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

Create: Creating any kind of transactions, refund, disbursement, etc.
Low: Triggers an action based on a minimum threshold transaction set by the owner or referrer.
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 the following actions: adding a new work flow, removing a work flow, and accessing work flow details

To add a new work flow to the team profile:

Click ADD WORK FLOW to open the Work Flow lightbox in the page.
Enter the required information in the lightbox fields.
To add the work flow to the team profile, click ADD WORK FLOW.

To remove an existing work flow from the table:

Click the three dots on the right side of the row of the specific work flow to open a lightbox.
Remove the work flow by clicking DELETE in the lightbox.

To view more details about a work flow listed in the table, click any information in the row to open the Team’s Workflow Details page.

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:

Alerts Table Column Name	Description
ID	The 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.
Team	The team(s) associated with the alert.
Name	The name of the alert.
Description	A description of the alert.

Alerts Tab Actions

The Alerts tab supports the following actions: adding a new alert, removing an alert, and accessing more information about an alert.

To add a new alert to the team profile:

Click ADD ALERT to open a lightbox on the page.
Enter the required information in the lightbox fields.
To add the alert to the team profile, click ADD ALERT.

To remove an existing alert from the table:

Click the three purple dots on the right side of the row of the specific alert to open a lightbox.
Remove the work flow by clicking DELETE in the lightbox.

To view more details about an alert listed in the table, click any information in the row to open the Team Alert Details page.

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:

Users Table Column Name	Description
ID	The ID associated with the user.
Name	The full name of the user.
User Name	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 Admin

Users Tab Actions

The Users tab supports the following actions: adding a user, removing a user, and accessing more information.

To add a new user to the team profile:

Click ADD USER to open the Add User lightbox on the page.
Enter the required information in the lightbox fields.
To add the user to the team profile, click ADD USER.

To remove an existing user from the table:

Click the three purple dots on the right side of the row of the specific user to open a lightbox.
Remove the user by clicking DELETE in the lightbox.

To view more details about a user listed in the table, click any information in the row to open the Team User Profile page.

Team User Profile (M)

The Team User Profile page contains details about a user associated with one of your teams.

To access the Team User Profile:

Click the PLUS icon next to Users under the Management category in the left navigation bar.
Click Teams in the dropdown menu to open the Teams page.
Locate your team in the Teams table and click any information in the row to open the Team Profile page.
Click the USERS tab at the bottom of the Team Profile page.
Locate the User in the Users Tab table and click any information in the row to open the Team User Profile page.

A view of the Team Users Profile page, including the User Profile Details and the Edit button.

Team Users Profile Features

Click here to view the features of the Team Users Profile page.

User Profile Details

The User Profile Details section contains editable details about a team user, including the following information:

Team User Profile Field Name	Description
ID	The user’s ID number
Created	The date that the user’s account was created.
Login	The user’s login ID.
Team	The ID for the team that the user is associated with.
Allowed Access	Indicates the user’s access level. Choose from: None, View, Edit, Admin.

User Profile Details Action

To edit information in the User Profile Details section:

Click the PENCIL icon in the upper right corner of the page.
Enter the information in the required fields.
Save your edits by clicking the CHECKMARK icon or revert to the previous version and discard your edits by clicking the X icon.

Workflow Details (M)

The Work Flow Details page contains editable information about a specific work flow saved in your Work Flows table, as well as information about actions triggered when the work flow is implemented.

To access the Work Flow page:

Click Users under Management to open a dropdown menu in the left navigation panel.
Click Teams to open the Teams page.
Click any information in a row in the Teams Table to open the Team Profile page.
Click the Work Flows tab on the lower left side of the Team Profile page.
Locate the specific work flow in the Saved Work Flows table, and click any information in the row to open the Work Flow page.

Partial view of the Work Flow Details page, including the Work Flow Details section.

Work Flow Details Features

Click here to view the features of the Work Flow Details page.

Work Flow Details

The Work Flow Details section contains details about the work flow, including the following information:

Work Flow Details Field Name	Description
ID	The ID number associated with the work flow.
Created	The date that the work flow was created.
Login	The ID number associated with the user that created the work flow.
Division	Any groups of users that can trigger the work flow.
Trigger	The trigger that initiates the work flow. Choose from the following: Create: Creating any kind of transactions, refund, disbursement, etc. Low: Triggers an action based on a minimum threshold transaction set by the owner or referrer. High: Triggers an action based on a transaction limit threshold. Board: Any action having to do with boarding a merchant.

Work Flow Details Action

To edit information in the Work Flow Detail section:

Click the PENCIL icon in the upper right corner of the page.
Enter the information in the required fields.
Save your edits by clicking the CHECKMARK icon or revert to the previous version and discard your edits by clicking the X icon.

Work Flow Actions

The Work Flow Actions section contains a table of any actions that are triggered during the work flow, including the following information:

Work Flow Actions Table Column Name	Description
ID	The ID number associated with the work flow action.
Group ID	The ID number associated with the group of users linked with the work flow.
Group Name	The name of the user group.
Action	A description of the action that occurs following the work flow trigger.

Work Flow Actions Table

The following actions are available for this section: adding an action, deleting an action, and accessing more information.

To add a new action:

Click ADD WORK FLOW ACTION in the top right corner of the section to open the Add Work Flow Action lightbox on the page.
Enter the required information into the lightbox fields.
Save the action by clicking ADD.

To remove a previously saved action:

Click the THREE DOTS icon on the right side of the table.
Click DELETE in the lightbox.

To access more information, click any information in the table row to open the Work Flow Action page.

Work Flow Action (M)

The Work Flow Action page contains editable details about a specific action that is triggered during a Work Flow.

To access the Work Flow Action page:

Click Settings in the left navigation panel.
Click Work Flows in the Payment Settings section.
Locate the specific work flow in the Saved Work Flow table, and click any information in the row to open the Work Flow page.
Locate the specific action in the Actions table and click any information to open the Work Flow Action page.

View of the Work Flow Action page, including the Action Details section and the edit icon.

Work Flow Action Features

Click here to view the features of the Work Flow Action page.

Work Flow Action Details

The Work Flow Action Details section contains a list of details about the action, including the following information:

Work Flow Action Details Field Name	Description
ID	The Payrix-generated ID number associated with the action.
Created	The date that the action was created.
Login	The Payrix-generated ID number associated with the user that created the work flow.
Work Flow	The Payrix-generated ID number associated with the work flow.
Group	The group of users that the action is applied to when the work flow is triggered.
Action	A description of the type of action.

To edit information in the Work Flow Action Details section:

Click the PENCIL icon in the upper right corner of the page.
Enter the information in the required fields.
Save your edits by clicking the CHECKMARK icon or revert to the previous version and discard your edits by clicking the X icon.

Related Pages:

Click the links in the Team Profile to access any of the following pages: