Organization Setup
Organization Setup
How Organization Setup works in Paycux, what it is for, and the smallest setup that gets it running.
Introduction
Organization Setup is part of the Paycux platform. This page explains what it does, when to reach for it, and the smallest working setup you can ship.
Everything below applies to both environments. Build and test in staging, then promote the same configuration to production without changing your code — only the API key and client ID differ.
Workflow Options
Workflow Options is handled by Organization Setup rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.
Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.
Before getting started
Before getting started applies specifically to Organization Setup. It behaves the same in both environments, and the values it depends on are visible in the dashboard for the environment you have selected.
If the behaviour you see does not match this description, check which environment your API key belongs to before anything else — a staging key against production data is the most common cause.
API object definitions
API object definitions is handled by Organization Setup rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.
Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.
ASetup link from Paycux dashboard
ASetup link from Paycux dashboard is handled by Organization Setup rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.
Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.
Create organization
An organization is the tenant boundary in Paycux. Connections, directories, roles and audit log streams all hang off an organization, and a user reaches your application through a membership in one.
Create an organization per customer, not per environment. The same organization exists in staging and production with separate configuration.
Generate a setup link
Generate a setup link is handled by Organization Setup rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.
Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.
Sharing a setup link
Sharing a setup link is handled by Organization Setup rather than by your application code. Paycux exposes it through the same API surface as the rest of the platform, so the client you already configured needs no additional setup.
Configuration lives in the dashboard and is versioned per environment. Change it in staging, confirm the behaviour, then apply the same change to production.