A great place to begin with Control Center is by getting familiar with its layout. This overview guides you through the dashboard, menus, and key features, so you’ll know exactly where to find what you need.

What you see and the actions that you can take in Control Center vary based on your access profile. Contact your Control Center administrator if you have questions about your access profile. For more information, refer to Access profiles and roles.

Dashboard

The Control Center dashboard displays as your landing page when you log in and anytime you select Home from the main menu. It provides key usage data about your programs, such as transaction volumes and the number of active cards.

To add a favorite feature to your dashboard, go to the main menu and select the star next to any item.

Main menu

The main menu connects you to the features and tools needed to build and manage your payment and banking programs. Access the main menu in the top left corner. Your access profile determines which features you can see and use.

Configurations

Use the configurations area to set up and manage your platform-wide, card, and banking features.

For more information about using each feature, refer to:

• Platform configurations
• Card configurations
• Banking configurations

Customer operations

Manage your customers' accounts, such changing the status of their account or making a single adjustment in the case of a transaction error. You can also administer card disputes on their behalf.

For more information about using each feature, refer to Customer operations.

Users & permissions

Manage all aspects of user access, such as adding users and viewing their Control Center activity. Additionally, oversee permissions, including access keys and API permissions groups.

For more information about using each feature, refer to:

• Users
• Permissions

Organization menu

Use the organization menu to view and edit details about your organization, as well as switch between organizations if you're part of more than one. To open the organization menu, go to the Control Center header on the left.

The organization menu displays your company’s details, such as its legal name, address, and time zone. Pismo creates your organization and assigns it a unique ID, called the Org ID. For more information about organizations, refer to Organization.

View and edit organization details

To view and edit details about your organization:

1. Select View organization details.

2. If you want to edit these details, select Edit, then save your changes.

Switch organizations

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This feature is only available if you're using the updated login process.

If you're part of more than one organization, you can switch between them without having to log out. Keep in mind that switching organizations might also change which features you can see and use. Your Control Center administrator assigns you a specific access profile for each of your organizations.

To switch organizations, find the new organization using the search bar or from the list in Your other organizations and select the desired organization.

Search

Use the search bar in the top-right corner of the header to find anything in Control Center.

Notifications

Notifications announce upcoming features and key activities and alert you when you need to take action. Access notifications from the notification icon (the bell) in the top-right corner of the header. When there's a new notification, you'll see a red badge on the icon. The number indicates how many notifications are unread.

Select the icon to open recent notifications. You can take these actions:

• Use the Unread only toggle to display only messages you haven't read yet.
• Select Mark all as read to mark all currently displayed messages as read.
• Select View all notifications to open the full, detailed notification page.

You’ll receive these types of notifications.

Language selector

Use the language selector icon (the flag) in the top-right corner of the header to switch between English and Portuguese.

Profile

From your profile, you can view information about your user ID, session, and version. You can also copy a report log and log out from here. Access your profile from the profile icon (the person) in the top-right corner of the header.

Use your profile to manage the following settings.

Access detailed report log information

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This feature is only available if you're using the updated login process.

When a Control Center request fails, a report log notification displays with details about your current session. You can also access this notification anytime in your profile.

This information is useful if you're opening a Service Desk request to report an issue. To copy the information:

1. Select Copy report log. The information is saved in your clipboard.
2. Paste the information from your clipboard into the description when you create your Service Desk request. For more information, refer to Open a service request.

The report log has these details.