Configure Hierarchy Management

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 entities. Consider using Hierarchy if reporting and reconciliation need to be done on an entity level rather than PDCflow account level. 

Another useful attribute of Hierarchy functionality is the ability to configure customer-facing pages (portals) and communications (receipts) to display Location (or Group) name, address, and customer support contact info rather than a single company-level name, address, and contact info.

The App Setting for Location Visibility

To use hierarchy configurations in your PDCflow account, you will first need to enable Location Visibility. Navigate to Configure > App Settings and set the Global Setting for Location Visibility to either Show or Required. This setting will impact all dashboard screens, schedules, portals, and reporting.

• OFF: the feature is disabled and new transactions won’t be associated with locations or groups.
• SHOW: adds the option to assign a location to transactions. Payment portal URLs can be accessed either by portalName or by locationId.
• REQUIRED: a location assignment will be required for all new transactions. Payment portal URLs must be accessed by location. The direct portal URL will not work; the portal must be accessed by replacing the portalId in the URL with the locationId.

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 name, address, and support contact info should take precedence (company-, group-, or location-level communication) and 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, the name, address, and contact info will take precedence over company- and group-level info and will appear on receipts and other communications.

Other location settings will override group and company settings; leave Location fields blank if you don't intent them to be used.

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. Do not use Groups without using Locations; if you only need one additional hierarchy level use Locations.

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 and select Group as the Communication Level then the group name, address, and contact info will take precedence over company- and location-level info and will appear on receipts and other communications.

Other settings configured on a group level will be overridden by location-level 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 to it in order for it to be usable.

Note: a group can only be deleted if no locations are assigned to it.

Related Article

How to Set up Departments

Still Need Help? 

Please contact our Customer Success team via email at support@pdcflow.com for further assistance.