Managing programs

Pismo Console enables you to easily create and manage programs on the Pismo platform.

Adding a program to an Org

There are two ways to add a program using the Console:

  • Based on a copy of an existing program, using the same details and settings
  • Based on a standard template, with minimal predefined details and settings

👍

Pismo has provided a template for the following program types, with preconfigured settings:

  • Credit Full Balance
  • Credit Zero Balance
  • Debit Full Balance
  • Debit Zero Balance
  • Prepaid Full Balance
  • Prepaid Zero Balance

Adding from a template

Step #ActionImage
1In the sidebar, click the Programs link.
2On the Programs page, click the Create New button.
3Select the type of program, and then click the Next button.
4On the Create Program page, provide program details, such as: name, BIN and range, and time zone.
5Provide additional information as needed on the Parameters, Channels, and Applicable Charges tabs.
6Click the Save button.
7On the Validate Program Details page, click the Confirm button.

📘

After the initial request, the program remains in Pending status until all the steps of the process are completed.

Adding by copying an existing program

Step #ActionImage
1In the sidebar, click the Programs link.
2Click the tile of the program you want to copy.
3On the Program Details page click the Copy button.
4On the Create Program page, provide program details, such as: name, BIN and range, and time zone.
5Provide additional information as needed on the Parameters, Channels, and Applicable Charges tabs.
6Click the Save button.
On the Validate Program Details page, click the Confirm button.

📘

After the initial request, the program remains in Pending status until all the steps of the process are completed.

Editing program information

You can use the Console to modify some details of an existing program. For more information, see Program parameters reference.

Step #ActionImage
1In the sidebar, click the Programs link.
2Click the tile of the program you want to edit.
3Do one of the following:
To edit program details (such as the name, default currency, and time zone), click the Edit button.
To edit program parameters (such as credit limits, charges, and due dates), click the Parameters tab.
To edit acquisition channels, see Manage acquisition channels.
To edit applicable charges (such as default interest rate and default fine/penalty rate), click the Applicable charges tab and then click the Edit button for the charge or fee you want to modify.
4Click the Save button.
5On the Validate Program Details page, click the Confirm button.