The Highnote dashboard is a no-code user interface built on top of the Highnote API. The dashboard provides an easy method for card product management and customer support. This guide provides a high-level overview of the Highnote dashboard.
Test and live environments
Warning: The Highnote test environment lets you explore the platform's features and functionality. It is intended for testing, building integrations, and training your team. To ensure the security of your real-world data, please do not enter production data into the test environment. Production data includes sensitive information like customer details, financial data, or personally identifiable information (PII). Use only test data explicitly created for testing purposes in the test environment.
The Highnote dashboard has two environments that allow you to interact with the platform. The test environment is enabled by default when creating an account for the first time. The following table provides an overview of the available environments and their use cases and features:
| Environment | Description | Use cases | Features |
| Test environment | Allows you to interact with your Highnote integration in test |
|
Fully featured; see Dashboard capabilities for more information. |
| Live environment | Available once your card product is live. Allows you to manage your live card product |
|
Some features are limited due to compliance and regulations; see Dashboard capabilities for more information. |
Switch environments
You can switch between test and live environments by clicking the environment drop-down in the Highnote dashboard. The drop-down has an indicator that shows what environment you are currently in.
Dashboard capabilities
Note: All capabilities are available in the test environment. Some features are limited in the live environment due to compliance and regulations.
The Highnote dashboard has many capabilities that allow you to manage your card product.
The following capabilities are not available in the live environment and require assistance from Highnote support or initiation from a cardholder:
- Create a card product
- Open an application
- Simulate digital wallet token provisioning and activation
-
Connect verified external bank account
-
Transfer from an external bank account
-
Transfer to an external bank account
-
Schedule transfers
- Enable collaborative authorization
Using dashboard search
The dashboard search bar allows you to search and filter data and objects. To use dashboard search, use the following steps:
-
Click the Search bar and select a search tag.
-
Optional – If your search tag requires choosing a card product, select the card product.
-
Type in your search query and press Enter on your keyboard.
Note the following when performing searches in the dashboard:
-
You must use relevant search tags.
-
Search tags can give an exact or partial match, except for the
phone:tag. -
Adding filters to search results is optional.
Use the following table for descriptions, formatting, and examples of each search tag:
|
Tag |
Description | Format | Example |
name: |
The name of a person account holder | First name, last name |
name: john smith |
nameBusiness: |
The name of a business account holder | Case-sensitive |
nameBusiness: Cool Company |
nameAuthorizedPerson: |
The name of the primary authorized person of a business account holder | First name, last name |
nameAuthorizedPerson: john smith |
email: |
The email of a person account holder | String |
email: jsmith@example.com |
phone: |
The phone number of a person account holder | Exact match only, XXX-XXX-XXXX |
phone: 123-456-7890 |
last4 |
The last four digitals of a payment card | Number |
last4: 1234 |
id: |
The unique ID of an object | For formatting details, see ID search. |
id: f9GeS5Fljq... |
ID search
You can use the id: search tag to search for different object IDs. When searching for an ID, refer to the following steps:
-
Click the Search bar and select
id:Highnote ID. -
Enter the ID you wish to search for.
-
Optional - If you have more than one card product, select a card product from the drop-down.
-
Click Enter to search.
Use the following table as a reference when searching for IDs:
| Highnote ID type | ID format |
|
Application |
ap_12345 |
|
Group card order |
fg_12345 |
|
Business account holder |
og_ah02... |
|
Person account holder |
ps_ah01... |
|
Authorized user |
ps_ap01... |
|
Financial account |
ac_12345 |
|
Payment card |
cd_12345 |
|
Spend rule |
sr_12345 |
|
Velocity rule |
vr_12345 |
|
Transaction event |
te_12345 |
|
ACH transfer |
eftet_12345 |
|
Fee schedule |
fxsch_12345 |
|
Notification target |
ntt_12345 |
|
Notification event |
nee_12345 |