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** Cards Overview (VIDEO)

An overview of cards in Ackroo Anywhere

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Written by Nicholas Martin
Updated over 4 months ago

Cards Overview (VIDEO)



Accessing Cards

  1. Go to https://manage.ackroo.com/ and sign in.

  2. From the Ackroo Anywhere home screen, select Cards.

    Image Placeholder: Cards List on Ackroo Anywhere
    Original link: https://support.ackroo.com/hc/article_attachments/4404455405837/Cards.jpg


Managing Cards

On the Manage Cards page, you can:

  • Search for cards by number, batch/Ackroo ID, name, or email.

  • Filter cards using various criteria (see Filtering Cards for details).

  • Perform actions on individual cards or multiple cards at once.

Image Placeholder: Manage Cards Interface
Original link: https://support.ackroo.com/hc/article_attachments/360052958851/manage_cards.png


Performing Card Actions

Each card row has an ACTION button. Available single-card actions include:

  • View Details

  • Edit Profile

  • Issue / Unissue

  • Block / Unblock

  • Disable Transaction Count Limit

  • Transfer Funds

  • Add Promotional Funds

  • Clear Loyalty Funds

  • (See full list here)

You can also select Bulk Action (after filtering) to apply an action across multiple cards.


Batch Info / Ackroo ID


Card States

Cards can be in one of three states:

State

Behavior

Unissued

Must be issued before any transactions.

Issued

Can receive transactions.

Blocked

Cannot receive transactions until unblocked.

Image Placeholder: State Icons (Unissued, Issued, Blocked)
Original link: https://support.ackroo.com/hc/article_attachments/360052940452/Unissued.png


Permissions by State

In the Program Console

State

Allowed Actions

Unissued

Issue → Issued, Block → Blocked

Issued

Block → Blocked, Reverse Issue → Unissued, Balance Transfer

Blocked

Unblock → Issued, Balance Transfer

Cardholder Portal

State

Balance Check

Registration

Transfer Out

Transfer In

Unissued

Not Allowed

Not Allowed

Not Allowed

Allowed → Issued

Issued

Allowed

Allowed

Allowed → Blocked

Allowed

Blocked

Allowed (custom message)

Allowed (custom message)

Not Allowed

Not Allowed

Point-of-Sale

State

Redeem/Spend

Issue/Activate

Credit/Fund/Reload

Unissued

Not Allowed

Allowed → Issued

Not Allowed

Issued

Allowed

Not Allowed

Allowed

Blocked

Not Allowed

Not Allowed

Not Allowed


Category: Ackroo Anywhere → Cards
Last updated: 2024-11-13

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