Use Case: Create a Work Flow for your Referrer

You can create Work Flows for their Referrer’s portfolio to automate Merchants being added or removed from a Group that may contain the Withdrawal schedule, fees, and other configurations that a Referrer may want to automatically assign to new Merchants. This tutorial will walk you through the steps to set up a Work Flow for your Referrer’s portfolio.

Objective

Create a Work Flow for automated group enrollment or removal for Merchants under your Referrer.

Prerequisites

Prerequisites:

• You must have a fully boarded Payrix account to perform any of the actions described in the use case guides.

• Your Referrer must have an at least one existing Merchant group to add Work Flow Merchants to.

Tips

Tips will provide suggestions to streamline or better prepare you to apply this use case tutorial.

Tip: You can repeat this process to add and remove Merchants from groups as their risk score changes over time, to apply more or less fees accordingly (for example).

Tip: Work Flows can assign multiple actions (can add Merchant to multiple groups if they have separate groups for Withdrawal Flows, Fees, and Risk Decisions for example.

Additional Resources

• Read Understanding Work Flows for more information about each Work Flow component in more detail.

Create a new Referrer Work Flow

1. Access your Referrer’s Division Profile page.

• Step 1: Click Divisions under the Admin category in the left-hand navigation panel.

• Step 2: Click the Referrer’s Division listing to open the Division Profile page.

• Step 3: Click the Work Flow tab from the Division Profile page menu.

• Step 4: Click the ADD Work Flow button in the upper right-hand corner.

2. Set the Work Flow Trigger.

• Step 1: Select a Trigger for the Work Flow from the options provided, then click Next:

  • Create - Trigger when a Merchant account is created.

  • Low - Trigger when a created Merchant account is rated low-risk during boarding risk review.

  • High - Trigger when a created Merchant account is rated high-risk during boarding review.

  • Board - Trigger the Work Flow after a created Merchant account has completed successful boarding.

• Step 2: Click the new Work Flow ID listed on the menu to open the Work Flow Profile.

Result: The Work Flow has been created. Now it’s time to add the Work Flow action for the Work Flow to take effect.

3. Configure the Work Flow Action

• Step 1: Click the ADD WORK FLOW ACTION button on the right side of the Work Flow Profile.

• Step 2: Select the Group you’d like associated with the affected Merchants from the drop-down.

• Step 3: Select Add or Remove from the Action drop-down.

Result: The Work Flow has been successfully configured. When Merchant meets the trigger criteria, they will be added to, or removed from the designated Group.

Next Steps

Now that you’ve completed the Referrer’s Work Flow, they can begin to board Merchants and automatically assign them to groups as they board.

• Board a New Merchant: Now that your Referrer’s portfolio is completely configured, they can board Merchants seamlessly using the Boarding a New Merchant use case.

Conclusion

The Work Flow has been configured to automatically add or remove Merchants to or from designated groups of the Referrer as the Work Flow Action triggers are met.

References

Click the links or items below to access any of the following pages:

• Understanding Work Flows

• Divisions page

• Division Profile page

• Boarding a New Merchant