Overview
In this article, we’ll walk through how to invite users to the CardPointe dashboard and manage user access. Don’t confuse this with the Copilot dashboard mentioned in the onboarding section — Copilot is used exclusively by Lunchbox team members to submit and track merchant applications. Once a merchant is approved, they gain access to the CardPointe dashboard.
Create New Users
Once the client (contract signer) gets access to the CardPointe dashboard, they can invite more users to join the account. To add users:
Select Administration in the top navbar
Select Users in the navbar below
Select New User
The Create New User form will be displayed to fill in Contact information of the person you want to add to the account: First Name, Last Name, Email, Phone Number, Time Zone, User Type (Standard or Admin)
Then we have to select the locations the new user should have access to
Assign Catalog Admin permission (to manage Products, Categories, and Discounts within the Catalog)
Assign Virtual terminal access and option to Verify the Virtual Terminal, Issue Refunds, Process Authorization without capture, Process Authorization with capture, Void orders, Close open batches
Assign reporting access to the following report pages: Funding, Gateway batches, Chargebacks/Retrievals, Statements, Form 1099-K, Card Updates
Assign billing access
Assign Support Ticketing access
Select Save to create a user
Besides creating the user, we can also delete it and resend the Registration email
Activate Account
The user then gets a Registration email to access the dashboard with the subject "Activate your CardPointe Account!" The user needs to select the Register Now button to accept the invitation
They are navigated to the CardPointe dashboard to enter their Username and Password. The username should be an email address.
Once the two are set, user then selects the "Ok. Looks great, let's move on" button
They will have to accept Terms and Conditions by selecting I agree button
Then, they will be navigated to the CardPointe dashboard homepage
Setting notifications & alerts
CardPointe dashboard offers a selection of notifications that can be activated depending on the account access and role in the organization.
There are two main channels:
CardPoint dashboard notifications
Email notifications
To manage notification preferences, you should:
Select the Administration tab in the top navbar
Select the Users tab in the navbar below
Select your account or another user's account you want to set notifications for (depending on the dashboard permissions, you might only be able to set notifications for your account)
You can select Dashboard notification and/or Email notification
If you select dashboard notifications, you'll only see notifications for thetracked events in the CardPointe dashboard
If you select email notifications, the notifications for the tracked events will be delivered to your email address.
Select the checkbox next to the notification you want to receive
Select the Save button
💡 Commonly, clients subscribe to Chargeback notifications. This is the quickest way of getting notified about chargeback transactions, because otherwise, chargebacks are communicated in a very antiquated way. They receive a letter, and by the time they receive a letter, it might be too late to reverse a chargeback
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