Card information

The Cards view lists every card that was issued for the account. Each card has its own card information view that shows:

  • Transactions—List of purchases and related transactions made using the card
  • Details—Detailed card information. You can use Control Center to edit some details and to reissue a card.
  • History—List of all card status changes

The Pismo platform handles different types of cards, including credit, debit, prepaid, private label, and more. Every card is associated with one customer and one account. For more information about cards on the Pismo platform, refer to the Cards management guide.

View and edit card information

Each card has its own card information view with its own set of views for its transactions, card details, and status changes history.

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Dual approval

If your company is using the dual approval feature (beta release), this change requires approval. With dual approval, you initiate the change and submit a request for approval. A second person must review and approve it. The change doesn't take effect until it's been approved.

For more information about dual approval, refer to Dual approval.

To view and edit card information, do the following:

  1. On the account screen, select the Cards view, and select a card.
  2. Select Manage card > Edit.
  3. In the Edit card details dialog, edit the card details, and select Save.

Reissue a card

Control Center does not support adding cards. However, you can request a replacement card using this feature. For information about adding cards on the Pismo platform, refer to the Cards management guide.

📘

Dual approval

If your company is using the dual approval feature (beta release), this change requires approval. With dual approval, you initiate the change and submit a request for approval. A second person must review and approve it. The change doesn't take effect until it's been approved.

For more information about dual approval, refer to Dual approval.

To reissue a card, do the following:

  1. On the account screen, select the Cards view, and select a card.
  2. Select Manage card > Reissue card.
  3. In the Reissue card dialog, configure the reissue details, and select Reissue card.

Change card status

For information about card status on the Pismo platform, refer to the Card lifecycle and statuses guide.

To change the card status, do the following:

  1. On the account screen, select the Cards view, and select a card.
  2. Select Manage card > Change status.
  3. In the Change card status dialog, select a status.
  4. Select Done and confirm.

Unblock card when PIN try count has been exceeded

When a cardholder has too many unsuccessful PIN attempts, their card is temporarily blocked. If they request immediate access instead of waiting for the timeout to expire, you can reset the PIN try count to unblock the card.

📘

Dual approval

If your company is using the dual approval feature (beta release), this change requires approval. With dual approval, you initiate the change and submit a request for approval. A second person must review and approve it. The change doesn't take effect until it's been approved.

For more information about dual approval, refer to Dual approval.

To unblock a card with too many PIN attempts, do the following:

  1. On the account screen, select the Cards view, and select a card.
    A highlighted warning banner indicates the card was blocked due to excessive PIN tries.
    You can also check the PIN try count field on the Details tab, which shows the current number of PIN tries (for example, 3/3).
  2. Either select Reset PIN try count in the warning banner or, select Manage card > Reset PIN try count (unblock), and confirm.

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