Use Cases: Boarding

Welcome to the Boarding Use Case Tutorials!

Whether you’re a beginner or an experienced Payrix 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

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

• Referrer Boarding (Payrix Pro)

  • Referrer Pre-Implementation

  • Referrer Quickstart Guide

  • Referrer Boarding FAQ

• Merchant Boarding

  • Merchant Boarding - Best Practices

  • Merchant Signup Form

  • Signup Form Definitions

  • Signup Form Requirements

  • Pre-Populate Merchant Sign Up Forms

  • Merchant Boarding Process

  • New Merchant Boarding Flow

    • Merchant Boarding Statuses

  • Bulk Upload Boarding Process

    • Bulk Migration Risk Questionnaire

  • Operational Merchant Boarding Process

  • Differentiate Merchant Submissions