Use Cases: Boarding

Welcome to the Boarding Use Case Tutorials!

Whether you’re a beginner or an experienced Portal user, these tutorials are designed to help you with onboarding onto the platform and helping your subsidiary entities easily 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:

• Boarding New Merchants - How to onboard new Merchants to generate revenue through payments.

• Boarding New Referrers - How to onboard new Referrers to offer your platform to Merchants.

• Setting up a New Facilitator Account - How to get started as a Payment Facilitator on the Portal.

• 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 our 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

  • Boarding Merchants in the Portal

  • Bulk Upload Boarding Process

    • Bulk Migration Risk Questionnaire

  • Operational Merchant Boarding Process

  • Differentiate Merchant Submissions