Hierarchy Management

DESCRIPTION:

FLOW can be configured to support simple or complex organizations. The Company/Group/Location organizational hierarchy should be used to support your organization’s needs.  

COMPANY SETTINGS

Access company settings by selecting the CONFIGURE tab at the top of the page and clicking HIERARCHY in the dropdown, then clicking the COMPANY sub-dropdown menu. The address listed here will appear on all receipts and many other communications to your customers. 

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.  

GROUP SETTINGS

Access group settings by selecting the CONFIGURE tab at the top of the page, clicking HIERARCHY in the dropdown and then clicking GROUPS sub-dropdown menu. 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 and can be an individual entity.

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

LOCATION SETTINGS

Access location settings by selecting the CONFIGURE tab at the top of the page, clicking HIERARCHY in the dropdown and then clicking LOCATIONS sub-dropdown menu. Locations are optional. 

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. 

Still Need Help? 

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