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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.
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:
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:
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:
Capability | Test Environment | Live Environment |
---|---|---|
Enable Collaborative Authorization | ✖️ | |
Register an Endpoint | ||
Activate an Endpoint | ||
Delete an Endpoint |