Hierarchy configurations are optional settings that can be used to assign data to entities.
Organizational Hierarchy is a functionality designed to support complex organizational requirements.
Consider using Company, Group, and Location configurations if different entities need to send payments to unique MIDs. Locations can be assigned an account directive so that locations’ money is deposited into the right account for the entity.
Hierarchy can also be useful when records need to be viewed or filtered by entity.
Another useful attribute of Hierarchy functionality is the ability to configure customer communications (including receipts) for each Location.
Company Settings
Access company settings by selecting the Configure tab in your PDCflow account's primary navigation and clicking Hierarchy > Company.
If you utilize company settings then those settings will appear on receipts and other communications. However, location and group settings will override company settings. The “Communication Display” setting on the Company Settings page allows you to select which Company, Group, or Location name and address should be used on receipts and other communications generated by the Flow account.
Locations
Locations are an optional data management tool. Access location settings by selecting Configure > Hierarchy > Locations.
To add a location, click the “Add a location” button then name the location. The address listed here will be listed on all receipts and many other communications to your customers. If you utilize locations, those settings will appear on receipts and other communications.
Location settings will override group and company settings.
If you need to limit the depositing account directives a location will have access to, use the Card Merchant Accounts and Check Processing Accounts sections. Card Merchant Accounts assigned here will be available options for Flows and transactions made toward this location. Add the Check Processing Accounts assignments based on what methods of payment should be acceptable for Flows and transactions made toward this location.
Groups
Groups are an optional data management tool that can be added in addition to locations in another level of entity organization is important for your organization.
Access group settings by selecting Configure > Hierarchy > Groups. Groups are optional. To add a group, click the “Add a group” button then name the group. The address listed here will be listed on all receipts and many other communications to your customers.
If you utilize groups, those settings will appear on receipts and other communications, but location settings will override group settings.
If you need to limit the depositing account directives a group will have access to, use the Card Merchant Accounts and Check Processing Accounts sections. Card Merchant Accounts assigned here will be available options for Flows and transactions made toward this group. Add the Check Processing Accounts assignments based on what methods of payment should be acceptable for Flows and transactions made toward this group.
You can assign a location to a group by searching for the designated location by name in the group settings. Locations do not have to be assigned to a group; however, if used, a group must have a location assigned in order to be usable.
Note that a group can only be deleted if no locations are assigned to it.
Related Article
Still Need Help?
Please contact our Customer Success team via email at support@pdcflow.com for further assistance.
Comments
0 comments
Please sign in to leave a comment.