Our User login management offering provides practical benefits for the efficient organization of all users within your portfolio.
User Roles enhance security with tailored Portal access by individual users to safeguard sensitive data and add, modify, or restrict Portal capabilities.
Access Templates Access Template streamline your user role assignment process by allowing you to save a User setup configuration and re-apply it to new users that you create or modify roles for Portal capabilities.
Teams group individual users by Merchant Portal accounts they can access and perform actions on.
View the content below for a more detailed resource explaining Users, Roles, Access Templates, and Teams:
The login of a user accessing the Payrix Pro platform or associated with an API key for requests sent to the Payrix Pro API.
The web portal offered by the Payrix Pro platform to accomplish tasks for their business through a web-based user interface rather than the API. The Payrix Pro portal contains general settings, payment processing options, reporting, fee settings, group assignments, user management, and much more.
A preset grouping of user roles that can be saved and applied to new users as they are created to automatically apply the same user roles.
An individual resource for default Portal access capabilities and customizable access to specific Portal capabilities, such as the ability to add (create) a new bank account, or the ability to view the preset withdrawal schedule information.
An entity that can process transactions and has been onboarded through a Payrix Pro Partner.