Organizations

The Organizations page lets ISO admins create and manage sub-organizations (child ISOs) within their hierarchy. Each sub-organization is an independent ISO with its own users, entities, provider access, and admin role — all nested under your parent ISO.

This page requires the Organizations permission. This permission must be granted to your role by your Super Admin at Taliup HQ. Without it, the Organizations section is not accessible.

Sub-organizations table

Each row in the table shows a summary of one child ISO:

Organization row for Local Payments showing Active status, 0 Entities, 1 User, 0 Sub-Orgs, created May 27 2026, with Manage, Edit, and Delete buttons — A single organization row showing status, entity count, user count, sub-org count, and row actions.

Column	Contents
Organization	Organization name and code.
Status	Active or inactive.
Entities	Number of merchant entities assigned to this organization.
Users	Number of admin users belonging to this organization.
Sub-Orgs	Number of direct child organizations nested under this one.
Created	Date the organization was created.
Actions	Manage, Edit, Delete.

Creating an organization

Click + Create Organization to open the creation form. The form is divided into five sections completed top to bottom.

Create Organization page with a form on the left and a live Organization Preview panel on the right showing hierarchy level and assigned entities — The Create Organization page showing the Organization Details and Organization Preview panels.

A live Organization Preview panel on the right updates in real time as you fill in the form, showing the parent organization, hierarchy level, assigned entities, and location.

Organization details

Field	Notes
Organization Name	Required. Must be unique within your ISO.
Subdomain	Optional. A custom subdomain for this organization’s Taliup HQ login page. Must be unique across the platform.
Description	Optional. Internal notes about this organization.

Location

Use Address Search to auto-fill the address fields, or enter them manually. All location fields are optional at creation time.

Field	Notes
Address / Unit	Street address and optional unit number.
City / Region	City and state or province.
Country	Two-letter ISO country code (e.g. CA, US).
Postal Code	ZIP or postal code.
Phone	Organization contact phone number.

Open Sale (conditional)

Open Sale section with an 'Allow Open Sale Only' toggle and description: Allow entities under this organization to be restricted to open sale transactions only — The Open Sale section showing the Allow Open Sale Only toggle.

The Open Sale section only appears when your parent ISO has the Open Sale Only feature enabled. This feature must be turned on by Taliup HQ for your ISO. When enabled, toggling Allow Open Sale Only restricts all entities under this organization to open-sale transactions exclusively.

Configuration — provider access

Configuration section with PROVIDER ACCESS showing Terminal Providers (POYNT, PAX, CASTLES, INGENICO), Payment Providers (NUVEI, ELAVON, TSYS SIERRA, RAPID CONNECT), and Gateway Providers (Elavon Converge, Nuvei Web SDK, MiCamp, Rise Payments, NMI Payments) checkboxes — The Configuration section showing Terminal Providers, Payment Providers, and Gateway Providers checkboxes.

Select which providers this organization can use. You can only grant access to providers that are already enabled on your own ISO — the list is constrained to your parent’s configuration.

Provider type	Description
Terminal Providers	Required. At least one must be selected. Controls which POS terminal hardware the organization’s merchants can use.
Payment Providers	Required. At least one must be selected. Controls which payment processors are available.
Gateway Providers	Optional. Online payment gateway access for hosted payment flows.

Organization administrator

This section creates the first admin user for the new organization and sends them an invitation email.

Field	Notes
First Name / Last Name	Required.
Email	Required. Must be unique across the platform. An invitation email is sent to this address.
Permissions	Select which permissions the ISO Admin role for this organization will have. Only permissions held by your own admin role are available — you cannot grant more than you have. At least one permission must be selected.

The new organization is created in Hosted mode, inheriting the database structure from the parent ISO. The administrator account starts in Pending status until the invitation is accepted.

Click Create Org to submit. On success you are returned to the Organizations list.

A maximum of 2 levels of sub-organizations are supported. If your ISO already has child organizations that themselves have children, the Create Organization button will be unavailable and an error is shown.

Managing an organization

Click Manage on any row to open the organization detail page.

The Manage page for Local Payments showing Basic Information, Logo & Favicon, Statistics, and Hierarchy panels, with Manage Entities, Manage Users, and Edit buttons in the header.

The manage page is divided into four panels:

Basic information

Shows the organization name, current status, and the terminal and payment providers enabled for this organization.

Logo & Favicon

The Logo & Favicon panel showing upload areas for the partner logo and favicon.

Upload a white-label logo and favicon for this organization’s Taliup HQ instance. The logo appears in the navigation bar; the favicon appears in the browser tab.

Logo — any standard image format; replaces the default Taliup logo
Favicon — PNG, ICO, or SVG at 16×16 or 32×32 pixels

Statistics

Metric	Description
Entities	Number of merchant entities directly assigned to this organization.
Users	Number of admin users belonging to this organization.
Transactions	Total transaction count for entities assigned to this organization.
Sub-Organizations	Number of direct child organizations nested under this one.

Hierarchy

Shows the parent organization with a link to view it, and lists any direct child organizations nested under this one.

Recent activity

Displays when the organization was created and last updated.

Header actions

The manage page header contains three action buttons:

Button	Action
Manage Entities	Opens the entity assignment view — assign or remove merchant entities for this organization.
Manage Users	Opens the user and permissions management view — add/remove users and configure the ISO Admin role’s permissions for this organization.
Edit	Opens the Edit Organization form.

Editing an organization

Click Edit from either the list row or the manage page header to open the Edit Organization form.

Edit Organization page with Organization Information (Name, Subdomain, Parent Organization, Description), Location section below it, and a Live Preview + Statistics sidebar on the right — The Edit Organization page showing the Organization Information form on the left and the Live Preview + Statistics sidebar on the right.

The edit form mirrors the create form with these differences:

The Parent Organization field is read-only — it cannot be changed after creation
A Live Preview sidebar shows the current organization name, status badge, and location in real time as you edit
A Statistics sidebar shows entity, user, and sub-org counts, plus the created date, Org ID, and Mode

Organization Information section with Organization Name: Local Payments, Subdomain placeholder, Parent Organization: Unity Payments (read-only), and Description textarea — Organization Information fields on the edit form showing the current name and subdomain.

Location section with Address: 112 Supertest Road, City: Toronto, Region: ON, Country: Canada, Postal Code: M3H 5S9, Phone: (111) 111-1111 — The Location section on the edit form showing a fully populated address.

System Configuration section with Organization Status toggle (Active), Allow Open Sale Only toggle (disabled), and Provider Access checkboxes with ELAVON, NUVEI, Elavon Converge, and Nuvei Web SDK checked — The System Configuration section showing the Organization Status toggle, Allow Open Sale Only toggle, and provider access checkboxes.

The System Configuration section adds two controls not present in the create form:

Control	Notes
Organization Status	Toggle between Active and Inactive. Inactive organizations are disabled and their users cannot log in.
Allow Open Sale Only	Only shown when the parent ISO has this feature enabled. Editable only by the parent ISO admin or a Super Admin. Disabling it after it was previously enabled requires a confirmation that existing Open Sale Only locations will be turned off.

Click Save Changes to apply. You are returned to the Organizations list on success.

Deleting an organization

Click Delete on any organization row. A browser confirmation dialog appears asking you to confirm. Click OK to proceed.

Deletion is permanent and cannot be undone. It removes the organization record, all users belonging to it, all roles assigned to it, and all entity access grants. The following conditions will block deletion:

The organization has one or more entities assigned to it — remove all entities first
The organization has one or more child sub-organizations — delete those first

Getting Started

Catalog Builder

Sub-organizations table

Creating an organization