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Customer Enablement

Your customers can access the Pay Hub through the Evo Platform after successfully onboarding.

Access Requirements​

Customer access to the Group Payments Hub follows different provisioning processes depending on whether they are existing Access Evo platform users or new to the Access ecosystem.

Required Information​

To enable Hub access, customers must provide a valid email address for the designated administrator who will manage their organization account and user permissions.

New Access Evo Customers​

Customers new to the Access Evo platform are enabled through the following process:

1. Complete Onboarding​

Successfully onboard the customer using the Merchant API following the procedures documented in the Customer Onboarding guide.

2. Account Provisioning​

PaySuite will provision the customer into Access Evo by:

  • Creating a new organization account
  • Setting up an administrator user with account management permissions
  • Subscribing the organization to the Pay Hub
  • Sending an invitation email to the designated administrator

3. Customer Activation​

The administrator receives an invitation email with access credentials and can immediately sign into the Pay Hub through the Access Evo platform, with full access to all payment management features.

Existing Access Evo Customers​

Customers already using other Access Evo products are enabled through a streamlined process:

1. Complete Onboarding​

Successfully onboard the customer using the Merchant API following standard procedures.

2. Hub Subscription​

PaySuite provisions Hub access by:

  • Adding Pay Hub subscription to the existing organization
  • Granting administrator permissions to the designated user
  • Note: Existing users do not receive automated email notifications and must be informed manually of their new Hub access

3. Immediate Access​

The administrator can immediately access the Group Payments Hub with full payment management functionality using their existing Access Evo credentials.

Integration Guidance​

Directing Customers to the Hub​

You can include direct links to the Pay Hub within your application to provide seamless customer access.

Important: Only display Hub links after PaySuite has completed the provisioning process. Customers cannot access the Hub until their Access Evo credentials are properly configured.

Best Practices​

Timing: Coordinate Hub link visibility with the completion of the provisioning process

Communication: For existing Evo customers, manually notify designated administrators of their new Hub access

Support: Provide customers with Hub access instructions and support documentation

Next Steps​

Once customers are successfully enabled, they can immediately begin using the Group Payments Hub to manage transactions, process refunds, handle disputes, and generate reports.