Use Cases: Boarding

Welcome to the Boarding Use Case Tutorials!

Whether you’re a beginner or an experienced Payrix Pro portal user, these tutorials are designed to help you with onboarding onto the platform and helping your subsidiary entities sign up and board under your offering. Explore step-by-step guides with tips and resources tailored to users of the platform.

What you’ll learn:

Setting up your first admin user: How to set up your entity’s user with Admin access to your portal

Dive into the tutorials below and start your journey toward mastering boarding.

Boarding Use Cases

Use Case: Set Up an Admin User Account

Tip: New to the platform? Enhance your understanding of key concepts and processes by exploring reference material for boarding: