Use Cases: Entity Management

Welcome to the Entity Management Use Case Tutorials!

Whether you’re a beginner or an experienced Portal user, these tutorials are designed to help you with essential entity configurations to streamline setup and usage for Referrers and Merchants. Explore step-by-step guides with tips and resources tailored to users of the platform.

What you’ll learn:

Create a Division - How to set up a Referrer’s portfolio for branding and Merchant boarding purposes.
White Label the Portal - How to set your Referrer’s Portal to reflect that Referrer’s branding elements.
Set Up a Group - How to create an organized assortment of Merchants, sharing all settings and fees.
Add Merchants to Groups - Manual or automated, add or remove Merchants from Groups as needed.

Dive into the tutorials below and start your journey toward mastering Entity Management:

Entity Management Use Cases

Use Case: Set Up a Division

Use Case: White Label a Referrer Portal

Use Case: Create a Work Flow for your Referrer

Use Case: Set Up a Group

Use Case: Assign a Group using the Merchant Signup Form

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

Entity Management