You can create a Group consisting of merchants onboarded under your account to apply the same settings across these merchants. Access the Groups page in the Payrix Pro portal to create a group entity and configure shared settings. Configurable settings include fees, withdrawal flows, billing schedules, and automated risk decisions.
The following sections describe how to create a group, apply group-level settings, and add merchants to the group. Complete all steps as an Admin user.
Create a Group
Complete the following steps in the portal:
Select Groups under Management in the main side bar.
Click ADD GROUP in the upper-right section of the page to display the Group Name field.
Enter a name for the new group.
Click Create Group to add the new group to the Groups table.
Configure Group Settings
Complete the following steps from the Groups page:
Locate your group in the table, and select any value in that row to open the group’s profile page.
Configure settings such as fees and other parameters for the group. See Group Profile for descriptions of each parameter and instructions on how to modify them.
Add Group Members
Complete the following steps from the group’s profile page:
Click ADD MEMBERS in the lower section of the page.
Select the merchants that you want to add to the group. You can use the search box to find each merchant.
Click Save.
Result: The group is now active, and all added members share the configured group‑level settings.
Tip
You can automatically add merchants to specific groups after successful onboarding by assigning the preferred group to your white-labeled Merchant Signup Form.