Softrip Payments - Portal Guide

Owned by Betsy Harbison
Last updated: Aug 30, 2023
2 min read

PLEASE NOTE THAT SOFTRIP PAYMENTS IS A ONE-WAY INTEGRATION. ANY TRANSACTIONS INITIATED IN THE SOFTRIP PLATFORM WILL BE AUTOMATICALLY REFLECTED IN THE BACK-END SOFTRIP PAYMENTS PORTAL. ANY TRANSACTIONS INITIATED IN THE BACK-END PAYMENTS PORTAL WILL NEED TO BE MANUALLY ADJUSTED WITHIN THE SOFTRIP PLATFORM.

The Softrip Payments Portal is an all-in-one tool that allows users of all levels in payments to effectively run their business, mitigate risk, report, and withdraw their funds among many other features.

See below a description of each of the sections of the Portal. Each user will see different pages and features available to them based on their access levels and roles granted to them.

Some of these features include:

  • Get a quick, high-level overview of your payments business as a whole.

  • Create, manage, and view details for transactions, customers, payment methods, subscriptions and disputes.

  • Manage your company’s users, groups, teams and access roles to apply billing, fees, and other configurations.

  • Create reports to track your business at the click of button, schedule a withdrawal of your funds, and manage all setup configurations, risk, alerts, general settings.

 

Note: Some Merchant users may not have all listed features available to them based on their access level as granted by their Admin.

 

Dashboard

Payments

Management

Admin

Dashboard

Payments

Management

Admin

The Dashboard is the first landing page after logging into the portal. It displays customizable interactive charts with your most important data, global search of all activities and entities, view alert notifications for things like chargebacks, manage your own user profile or log off securely.

The Payments section provides users with all they need to create new payments, and manage existing transactions as well as new/existing customers from which payments are made.

The management section provides users with functionality related to access control. Roles, templates and teams can be created to fine tune the access of each user account.

The Admin section is used to create withdrawals and reports, setup alert (webhook) notification systems, manage risk, and generate API Keys for additional granular use of the API.