Use the dashboard
The main Control Center screen is called the dashboard. Control Center's Main menu is always at the top left of the screen.
Main menu items
The following table lists the main menu items and describes their purpose.
| Menu | Menu items | Description |
|---|---|---|
| Home | Dashboard and favorites | View the Dashboard and manage favorites. |
| Organization | Organization Programs Access key management | Manage organizations, programs, and access keys. |
| Setup | Financial setup Download and upload programs | Financial setup, including managing processing codes and transaction types. Download and upload programs. |
| Audit | [none] | View actions taken by users on the Pismo control center. |
| User management | Users | Manage user accounts. |
| Customer operations | Accounts management Disputes management | Manage accounts and disputes. |
The menus and menu items that you can see depend on your access profile. For more information, see Access profiles and roles.
Menu search
At the top right of the Dashboard is the menu search field, which enables you to quickly access items in the main menu simply by typing.
Favorite links
Favorites are shown in the Favorite links section in the bottom half of the Dashboard. To make a favorite, click the Star icon next to the menu item.
Updated 1 day ago