5 ways to improve your Marqeta Dashboard experience

Marqeta Dashboard

 

The Marqeta Dashboard is a feature-rich hub for our customers to develop, administer, review, and manage their card programs across the entire program lifecycle. For thousands of users, the Dashboard provides self-service tools, like in-depth reporting and digital wallet token management, enabling card program stakeholders to easily accomplish important tasks. While many of our customers also leverage APIs to build tools directly into their own environment, the Dashboard serves as a comprehensive application to order and manage cards, view reports, and gain insight into program performance.

Read on to discover how to get the most out of your experience within the Marqeta Dashboard, including some features you may not be aware of.

 

1. Better understand your card product configurations 

Through the card management section, the card products view lays out all of your available card  product configurations and provides insight into card utility and usage behavior. This is a great way to understand the different options and functionality that exist on each card product, which governs card behavior. For instance, is it a physical card or virtual card? What are the monthly spend limits? What card network is it associated with? What is the BIN range?

You can also quickly order new cards from these established card products right from this area.

 


 

2. Quickly order physical, virtual, or tokenized cards

Order cards in a flash. By accessing the card management tab and selecting a card product configuration that suits your needs, you can quickly order new cards both individually or in bulk. Bulk orders can even be created with multiple different card product configurations to ensure you can easily get the right cards in the hands (or wallets) of your customers. 

Note: Always be sure to check your card inventory levels before placing bulk orders.

 


 

3. Save custom reports to the updated homepage for easy access

With in-depth reporting, the amount of data available can sometimes be overwhelming for large programs to sift through. By saving custom reports directly to the updated homepage, you can save time by easily accessing the reports that matter to you the most. Reports can be filtered by numerous variables — such as transactions, balances, and network details — to give you the key program stats and data you’re searching for, all within a simple and clean view. 

 


 

4. Quickly take action on individual card users

There are many actions that can be performed directly at the individual card user level within the Dashboard, including reporting cards lost or stolen, locking cards, and replacing cards as needed. Additional insights at the card user level are also available here, such as applicable velocity and auth controls, transaction history, and card transition information. Taking advantage of this view, and the individual card actions within it, can be greatly helpful to nearly all users accessing the Dashboard. 

 


 

5. Ensure your users have the correct permissions

From developers to customer support representatives, it is important that your program stakeholders have the access to the information and tools they need. Every Marqeta customer and card program is unique and their users have different roles that they are responsible for within the Dashboard. Granular permissioning allows you to provide customized access by department, role, organization, and supplemental controls that enable users to get the most out of the Dashboard as possible.

We hope that you try out some of these to improve your experience with the Marqeta Dashboard. Let us know if you have any feedback, we’d love to hear from you.

Log in to the Marqeta Dashboard today to check these out live within your program.