Using the Dashboard

The Highnote API generates data that can be presented through the Dashboard, providing an easy-to-use interface for card product management and customer support.

Sign up for a new account or log in to access the Dashboard.

To switch between Test and Live Environments, click the Environment drop-down from the Dashboard and select your desired environment:

Capabilities are actions that team members can perform in the Highnote Dashboard. The following sections provide a list of capabilities, information on who can manage them, and the context in which environment each capability can be performed.

Core Capabilities

Any team member can manage core capabilities. All core capabilities can be performed in the Test Environment. Note the following for performing core capabilities in the Live Environment:

• Create a Card Product - In the Live Environment, Highnote will set up your card product for you.
• Open an Application - Your account holders must open their application from your app or website to ensure they accept the terms.

Capability	Test Environment	Live Environment
Create a Card Product		✖️
Create an Account Holder
Update an Account Holder
Open an Application		✖️
Check Application Status
Issue a Financial Account
Issue a Payment Card
Activate a Payment Card
Suspend a Payment Card
Reissue a Payment Card
Close a Payment Card

Any team member can manage Physical Cards. All Physical Card capabilities can be performed in the Test and Live Environments.

Capability	Test Environment	Live Environment
Order Physical Card
Cancel Physical Card Order
Check Physical Card Order Status
Create Group Physical Card Order
Add Payment Card to a Group Order
Remove a Payment Card from a Group Order
View Group Order Status
Cancel a Group Order

Any Dashboard team member can manage Digital Wallet Tokens. Note the following for performing Digital Wallet capabilities in the Live Environment:

• Simulate Token Provisioning & Activation - Token Provisioning and Activation involves adding a digital wallet to a compatible device and activation. In the Live Environment, your account holders must add their cards to their personal devices.

Capability	Test Environment	Live Environment
Simulate Token Provisioning & Activation		✖️
Suspend Token
Unsuspend Token
Terminate Token

In the Live Environment, your Account Holders will need to connect their own verified external bank accounts via Plaid or Finicity user experience flows and your account holder's will often need to initiate their own funds movements.

Capability	Test Environment	Live Environment
Connect Verified External Bank Account		✖️
Transfer from an External Bank Account		✖️
Transfer to an External Bank Account		✖️
Schedule Transfers		✖️
View Transfers
Cancel Transfers
Transfer from Product Funding Balance
Transfer to Product Funding Balance

Admin team members can fully manage Authorization Controls in the Dashboard. All Authorization Control capabilities can be performed in the Test and Live Environments.

Capability	Test Environment	Live Environment
Create Spend Rule
Update Spend Rule
Attach Spend Rule
Detach Spend Rule
Create Velocity Control
Attach Velocity Control
Detach Velocity Control

Admin team members can fully manage Events and Notifications in the Dashboard. All Event and Notification capabilities can be performed in the Test and Live Environments.

Capability	Test Environment	Live Environment
Create Notification Target
Replay Delivery Attempts
Rename Notification Target
Delete Notification Target

Admin team members can manage Collaborative Authorization in the Dashboard. Note the following for using Collaborative Authorization capabilities in the Live Environment:

• Enable Collaborative Authorization - The Highnote team must enable the feature in the Live Environment.

Capability	Test Environment	Live Environment
Enable Collaborative Authorization		✖️
Register an Endpoint
Activate an Endpoint
Delete an Endpoint