• User Documentation 
  • Amaryllis Release Notes 
  • For Developers 

  • User Documentation 
  • Amaryllis Release Notes 
  • For Developers 

User Guide

  • folder icon closed folder iconGetting Started
    • Logging In for the First Time
    • System Hierarchy
    • Hierarchy Usage and Summary View
    • Understand Fee and Commission
    • Understanding Reports
    • Making Configuration Easier
  • folder icon closed folder iconSystem Administration
    • Putting It All Together
    • System Setup Flow
    • Platform Account Administration
    • Platform Account Configuration
    • Service Provider Administration
    • Service Provider Configuration
    • Operator and Service Provider Branding Settings
    • Sub-Account Administration
    • Sub-Account Configuration
  • folder icon closed folder iconUser Administration
    • System Users and Functionality
    • Back Office User Administration
    • API User Administration
    • Agent Administration
    • Agent Configuration
  • folder icon closed folder iconReporting
    • Report Menu
    • Account Balance
    • Payouts
    • Payouts Reconciliation
    • Settlements
    • Approval Rate
    • Transaction Summary
    • Transactions
    • Fees Summary
    • Incoming Fees
    • Expected Future Revenue
    • Profitability Analysis Report
    • Reconciliation Summary
    • Reconciliation Records
    • Chargeback Analysis
    • Tokens Report
    • Merchant Statement
    • Management Level Reports (Operator, Service Provider, Agent, Platform)
  • folder icon closed folder iconAlerts Center
    • Rules Management
    • Alerts Management
    • Active Alerts
    • Resolved Alerts
  • folder icon closed folder iconUnderwriting Management
    • Underwriting Templates
    • Underwriting Template Configuration
    • Underwriting Application
    • Underwriting Application Configuration
    • Managing Underwriting Application
    • Sign-Up Summary
  • folder icon closed folder iconDisputes Management
    • Active Disputes
    • Resolved Disputes
  • folder icon closed folder iconTransactions Processing
    • Transaction Types
    • Import Mode
    • Echo Mode
  • folder icon closed folder iconDashboards
    • Financials
    • Management
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  3. User Guide
  4. Getting Started
  5. System Hierarchy
Updated on December 4, 2022

User Guide

  • folder icon closed folder iconGetting Started
    • Logging In for the First Time
    • System Hierarchy
    • Hierarchy Usage and Summary View
    • Understand Fee and Commission
    • Understanding Reports
    • Making Configuration Easier
  • folder icon closed folder iconSystem Administration
    • Putting It All Together
    • System Setup Flow
    • Platform Account Administration
    • Platform Account Configuration
    • Service Provider Administration
    • Service Provider Configuration
    • Operator and Service Provider Branding Settings
    • Sub-Account Administration
    • Sub-Account Configuration
  • folder icon closed folder iconUser Administration
    • System Users and Functionality
    • Back Office User Administration
    • API User Administration
    • Agent Administration
    • Agent Configuration
  • folder icon closed folder iconReporting
    • Report Menu
    • Account Balance
    • Payouts
    • Payouts Reconciliation
    • Settlements
    • Approval Rate
    • Transaction Summary
    • Transactions
    • Fees Summary
    • Incoming Fees
    • Expected Future Revenue
    • Profitability Analysis Report
    • Reconciliation Summary
    • Reconciliation Records
    • Chargeback Analysis
    • Tokens Report
    • Merchant Statement
    • Management Level Reports (Operator, Service Provider, Agent, Platform)
  • folder icon closed folder iconAlerts Center
    • Rules Management
    • Alerts Management
    • Active Alerts
    • Resolved Alerts
  • folder icon closed folder iconUnderwriting Management
    • Underwriting Templates
    • Underwriting Template Configuration
    • Underwriting Application
    • Underwriting Application Configuration
    • Managing Underwriting Application
    • Sign-Up Summary
  • folder icon closed folder iconDisputes Management
    • Active Disputes
    • Resolved Disputes
  • folder icon closed folder iconTransactions Processing
    • Transaction Types
    • Import Mode
    • Echo Mode
  • folder icon closed folder iconDashboards
    • Financials
    • Management

System Hierarchy

System Hierarchy

Every business operates with its own unique model, and our system allows each client to configure a hierarchy of entities, define and enforce roles, and then create users to support or enforce the hierarchy.

 

Top Level – “Operator”

The Operator is the top-level Entity in the system hierarchy, which can autonomously operate the system, create, and manage other Entities (Service Providers, Platform Accounts, and Sub-Accounts) and Entity Users, all enforced by the role/environment parameters configured. Operator, as a top-level System Entity, onboards Service Providers beneath it. It is the “Master” access level and has access to all levels below it, if required. The standard or default Role is the Operator Manager. Operator Managers create and manage Service Providers and Service Provider Users. There can only be one Operator, but it has a one-to-many relationship with the next element below it. It can represent the corporate entity or the ultimate parent entity within a client’s business.

 

Second Level – “Service Provider”

The Service Provider, or 2nd level of the system hierarchy can create and manage other Entities (Platform Roles, Platform Accounts, and Sub-Accounts) and Entity Users, all enforced by the role/environment parameters configured. It could be stated that the Service Provider provides a Platform that connects Buyers with Sellers/Merchants for instance. The Service Provider provides this Platform in the form of supplying/configuring Platform Accounts. If the Operator or Corporate Parent had multiple programs, one service provider could represent, a marketplace they board their clients, or a partner who is white labeling their services, such as a SaaS provider, monetizing their solution such as a gym management platform, or franchise operation.

Service Providers are the primary entity for collecting and disbursing payments and fees, manage pay-ins and pay-outs via the billing engine.

 

Third Level – “Platform”

Platform accounts are the third level of the hierarchy, they can represent independent organizations that may have multiple locations, or clients beneath them.

 

Fourth Level – “Sub-Account”

The Sub-Account is the specific location, website, client, it is the 4th level of the hierarchy. To understand it best, this is where the pricing details, the merchant identifier or MID, and processing information is configured.

 

Independent Entity – “Agent”

The Agent is an independent entity, which allows Operators and Service Providers to assign accounts, buy-rates, payout information, and access levels to, in order to fulfil specific objectives. It can be used to provide analytics to partners, power residuals, and more, all safely and securely enforced by role driven access levels.

 

 

 

 

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