Configuring Your Organization
What is an Organization
An Organization is a collection of accounts, which could represent a holding company, a corporation or a sales channel partner. It serves as a common entity that connects all associated accounts under its structure.
What is an Account
An Account refers to a collection of sub-accounts, often representing a parent company and its associated entities, under the organization.
What is a Sub-Account
A Sub-account is the smallest unit within an account, representing an individual line of business operating under the main account.
Set up an Organization
An organization can be set up from the Payer Portal in the Create Organization section. You can access the portal here: Payer Portal
Overview
The Create Organization section provides tools and resources to add relevant information related to your organization, accounts and sub-accounts:
- Business information
- Contact information
- Banking information
- Accounts information
- Sub-accounts information
- Document layout
Business information
In this section, you can include business relevant information such as:
- Business details
- Business address
- Payment configuration
Contact information
This section allows you to include contact details such as:
- Claim office contact
- Technical contact
Banking information
This section is intended for entering the bank account details designated to receive payments.
Accounts information
This section allows you to create an account under an organization and include details related to account business information and funding model.
Sub-accounts information
This section allows you to create a sub-account under an account and include details such as:
- Parent account
- Business details
- Funding model
- Funding bank account
- Hold/Release configuration setting
Updated 5 months ago