How to Register Sub-account under your Principal Account

This feature is perfect for our existing Payex merchants who want to empower their branches/agents with access to Payex payment features. With this, you can effortlessly monitor all payment activities of your branch/agent through your primary account.

Example of use case as below:

(Principal account) ("A")
sub-account 1 -("B")
sub-account 2 ("C")
sub-account 3 ("D")

A can see all the sales of A, B, C & D (in aggregate in 1 portal)
A can also click B to view B's individual sales
B can also see it's B individual sales

Step 1: Login to Payex’s portal​ #

Log on to our portal at https://portal.payex.io/Home, and key-in your credentials under your Payex principal account.

Step 2: Navigate to Settings > Click Registration Link #

Step 3: Generate sub-account registration link #

A: Select “Sub-account“

B: Toggle right if the sub-account user is to be created under the same company

C: Toggle right if pricing plan to be displayed during sub-account user registration (however this is not relevant for such registration)

D: Click “Generate“

• You may register for a sub-account under same company/SSM with different bank account from the principal account already registered with Payex
• You may even register for a sub-account under different company/SSM with different bank account from the principal account already registered with Payex

Step 4: Copy the sub-account URL link to the user for self-registration #

• Similar to merchant application, Sub-account user need to fill up all the required details on the self-registration link

What to take note: #

• The Merchant Email must be different from the principal account.
• The Finance Notification Email can remain the same or different as the principal account’s notification email.

• Sub-account user may choose to register a different bank account for settlement purpose. *Skip if bank account is the same as principal account.

• Sub-account user can leave the services unchecked. Note that all user sub-accounts will have access to similar payment services as merchant primary account
• Sub-account user only need to tick the consent checkbox and captcha checkbox on the final screen
• Sub-account user clicks “Register” and Done!

Next steps after registration: #

1. Just like the Payex standard merchant application process, once you submit your sub-account registration, our team will review it. If your application is approved, we’ll notify you via email and WhatsApp within 1-3 working days.
2. The sub-account user will need to verify the letter of offer/agreement received from us. Once you accept and click agree to it, you will receive another email with Payex Login Details.
3. Login to Payex Dashboard and you are all set to test out our features and start real transaction in live mode with your customers.