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Create Organisation

1. Create Organisation while creating an account

  1. To Create Organisation, you need to log in to the system after you activate your account and fill in the Organisation info page.
  2. Enter the Organisation name and Code. Remember that you enter the Organisation code once, and cannot modify it in the system.
  3. Choose the number of your employees by clicking on the Employee count.
  4. As an optional step, you can send invites to your Organisation:
  • Enter the Email and Role of a new user you want to add to the system. Click Send and go to the next step.
  • If you want to invite your teammates later on, click Skip for now.
  1. Then, choose the Organisation type as it defines the functional load you will work with:
Organisation type Description
Merchant This allows you to accept payments, make payouts, and manage all transactions. You can integrate several Payment Providers and Acquirers and track operations in the Dashboard.
Payment Institution This allows you to provide Payment methods to Merchants. It includes financial accounting, blocks undesirable or suspicious transactions, and generate reports for specific business needs.
  1. Select the Primary currency from the dropdown list.
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Primary currency is the designated reference currency of an Organisation used to normalise transaction amounts across different currencies. When a Payment Request or Payment Commit is created in a currency other than the Primary currency, the system converts the amount using the Organisation’s Default FX scheme and provides the equivalent value for use in Routing, Firewall, and other rule-based processing decisions.

  1. It is also essential to choose your Payment strategy’s focus:
Payment strategy Description
Conversion Focuses on optimising the conversion rates and enhancing user satisfaction.
Diversification Focuses on managing and switching between multiple Payment methods, emphasising advanced security.

2. Create Organisation already in the system

  1. To create an Organisation, go to the navigation at the top left corner of the page and click the Manage Organisations option. The system redirects you to the respective page.
  2. Click Create Organisation at the top right corner of the Manage Organisations page.
  3. Then, you get redirected to a loggia with all the existing Organisations. Click Create new.
  4. After that, the system walks you through the exact flow with the Organisation info and Initial configuration as described above.