# No-code guide

The no-code guide will take you through the following steps to successfully create users and gift cards:

  1. Get to know your Dashboard – Learn how to log into the Dashboard and discover the interface.
  2. Create card restriction groups – Predefine your restriction groups to save time during the card creation process.
  3. Create physical cards in bulk – Create several cards at once while automatically generating users.
  4. Update the user declarative data – Define your users with the required information.
  5. Activate and manage cards – Make the final changes to the card for the end user to use.
  6. Handle the end of lifecycle – Make sure your destroy the card and delete the user once the funds are used.
Info icon

Information – Some features are unavailable

The no-code guide may propose fewer options as some features are not available in the Dashboard. Workarounds are available in the API guide (coming soon).

# Get to know your Dashboard

The no-code guide relies on Treezor's Dashboard, a user interface allowing you to interact with Treezor's API without relying on developer tools.

# Log into your Dashboard

Treezor provided you with the URL to log into your Dashboard. For your Sandbox, the URL is built as follows:

  • https://dashboard-{yourCompanyName}.sandbox.treezor.co

Upon entering this URL, you'll be redirected to the sign-in page.

treezor sign in page

You may then enter your email and password or use the SSO feature to log in, depending on the available options.

Below is an example of Treezor's default login page.

treezor login page

# Discover the Dashboard interface

Before you start, let’s take a quick guided tour of the key components of the Dashboard interface.

Note icon

Note – Your Dashboard is customizable

The views may differ from the displayed screenshots, depending on:

  • Where you’re at in your integration process, if you’re customizing the design
  • The Role of the logged-in user, if you’re not using all of Treezor’s features
Dashboard homepage with sections
# Section Description
1 Navigation menu Located on the left-hand side, this menu allows you to navigate to the different views:
  • Dashboard views, which focus on the features
  • Configuration views, which are about setting up your Dashboard.
2 Main toolbar In the upper part of each view, the Main toolbar contains the search fields, the language selection, and the logout button.
3 Main view Main content, which depends on the selected view.
4 Environment In the bottom left corner, you’ll find information about your environment and the version of the Dashboard.

# Predefine card restriction groups

To select the relevant options for the cards that you’ll be creating in the next step, you may create the restriction groups that apply to your use case.

In doing so, you’ll save up time, as you won’t have to individually update the cards later on.

Info icon

Information – Restrictions are not testable in Sandbox

When emulating card transactions to test your integration, restrictions won’t apply.

In the Administration section of the navigation menu, select the Predefined Restriction Groups view to start creating restrictions.

# Merchant ID restrictions

Defining the Merchant ID (MID) restrictions allows you to define if the card should be usable in some specific merchants.

→ In the Merchant Id Groups tab, click on the “Add a new restriction” button to start creating your Merchant Id restriction group.

Add restriction button

→ In the displayed popup:

  • Define a name and a start date for your restriction group
  • Select whether you want to blacklist or whitelist a group of Merchant Ids
  • Enter the codes manually or upload a CSV file (the list of values in a single column)
  • Click on the “Save” button to validate your creation

# MCC restrictions

Defining the merchant category codes (MCC) restrictions allows you to define if the card should be used in only certain categories of merchants (or, to blacklist some categories of merchants).

→ In the MCC Groups tab, click on the “Add a new restriction” button to start creating your MCC restriction group.

Add restriction button

→ In the displayed popup:

  • Define a name and a start date for your restriction group
  • Select whether you want to blacklist or whitelist a group of MCC codes
  • Enter the codes manually or upload a CSV file (the list of values in a single column)
  • Click on the “Save” button to validate your creation

# Country restrictions

Defining specific country restrictions allows you to define if the card should be used in certain countries only (or, to blacklist some countries).

→ In the Country Restrictions tab, click on the “Add a new restriction” button to start creating your Country restriction group.

Add restriction button

→ In the displayed popup:

  • Define a name and a start date for your restriction group
  • Select whether you want to blacklist or whitelist a group of countries
  • Enter the codes manually or upload a CSV file (the list of values in a single column)
  • Click on the “Save” button to validate your creation

Once all your desired restriction groups have been created, you can move on to the next step.

# Create physical cards in bulk

In the Dashboard, you can create several cards at once while automatically generating users that you can edit afterward.

Before you start, ensure that you already have:

  • A Card Print reference (as indicated in the prerequisites)
  • The Id of your Master Wallet (i.e., the Wallet attached to your company corporation user).

→ Select the Bulk Cards view in the menu, and click on the “Create bulk cards” button to start your bulk card creation.

Create bulk cards button

From there, follow the steps:

  1. Define the number of cards
  2. Select your card type
  3. Select your permission groups
  4. Select the wallet and users
  5. Define the name to be displayed on cards
  6. Select your card print
  7. Define your card options
  8. Finalize your card ccreation

# Step 1 – Define the number of cards

Be mindful of the number of cards you enter. Any ordered card will be charged to you. You must create at least 2 cards for the creation to be successful.

If you’ve subscribed to a specific offer with a preset Sandbox and set of cards, you are limited to 15 cards.

→ Enter the number of cards to create and click "next".

Bulk cards quantity step

# Step 2 – Select your card type

Only physical cards may be created in bulk. Once the cards are created, they will be displayed as virtual cards converted into physical ones in your user profile.

→ Click on the "Create physical cards" button to go to the next step.

Create physical cards button

# Step 3 – Select your permission groups

Usually, only “NFC” and “online” toggles should be activated for this use case.

→ Switch on the relevant toggle buttons and click "next".

Card options toggles

# Step 4 – Select the wallet and users for the cards to create

For cards to be created, you need both a wallet and users to link them to.

→ In this case, you need to:

  • Select the “An existing wallet” option and enter the Id of your company Wallet (i.e., Master Wallet)
  • Select the “Several User Ids” option (new users will be automatically generated)
  • Ensure your company address is properly defined for the physical cards to be delivered.
User and wallet options

# Step 5 – Define the name to be displayed on the cards

In this specific case, the cards will have no names displayed on them as the users, as generic users, are automatically created (you will be able to edit user information only after the card creation).

→ Click "next" to continue.

# Step 6 – Select your card print

→ Select the Card Print reference in the drop-down. It corresponds to your cards and the options that will be provided with them.

card print picklist

If you’ve subscribed to a specific offer with a preset Sandbox and set of cards, you’ll already have a card print defined for you.

→ Click "next" to continue.

# Step 7 – Define your card options

# Enter more card design information (optional)

In the top of this page, additional card design fields are available. If provided at the same time as your credentials, you may enter the "Logo Id reference" and the "Package Id reference" for your cards.

→ Enter your references in the dedicated fields.

card design fields

# Select restrictions

If you’ve created card restriction groups, you can define what restrictions apply to your set of cards.

→ Click on the arrow icon available next to the “Attach restriction groups” label.

select attach restrictions

→ In the Select restrictions popup, use the drop down to select the desired predefined restriction groups and click "confirm".

select restrictions dropdowns

# Define the limits

The card limits will define the available amount on the gift card. You must set one by default, but you can update this information later.

→ Click on the arrow icon available next to the “Define limits” label.

select attach limits

→ In the prompted popup:

  • Define a random limit for ATMs (at least one must be entered for the creation to be successful). This will not be taken into account since you deactivated the “Withdrawal” default permission group in Step 3.
  • Define a “Global Payment limit” of the desired default amount for your gift cards.
select limits

→ Save your changes before going to the next step.

Save changes button

# Step 8 – Finalize your card creation

Because you're ordering cards in bulk and you're going to be charged for these cards, you need to make sure everything is as expected.

→ Review the details of the cards to be created before validating your order.

The bulk creation may take a few minutes. You can check the progression in the Bulk Cards view.

Once the order Status is “Complete,” you can go to the next step.

Bulk order completed

# Update the user declarative data

The bulk card creation process created as many users as cards. As a result, you have to edit each one of these users with the necessary declarative data as indicated by Treezor Compliance.

Info icon

Information – Declarative data to submit depends on the use case

In our use case, users are not KYC-validated, so only the fields indicated in the KYC Form provided by Treezor are to be filled in.

→ In the All Users view, the automatically generated users are identifiable with their random email address and the absence of name.

Anonymous users examples

→ Click on an automatically generated user to open the corresponding profile in the Profile Boards view.

→ In the Profile tab, select the “More” button (vertical ellipsis) for the following sections and select the “Edit information” option to access the relevant popups.

highlighted more button
highlighted edit information

→ In each popup, enter the required declarative data as indicated below.

Information section:

  • First Name
  • Last Name
  • Birthday
  • Birthplace
  • Birth country
  • Nationality
  • U.S. Person

Contact Details section:

  • Email
  • Phone number
  • Address

→ Repeat the operation for as many users as you’ve created.

Once all your users are correctly defined, you can proceed to activate and manage their individual cards.

# Activate cards

As a security measure, all Cards are issued in an inactive state to ensure that a Physical Card is not usable before the cardholder receives it. Inactive cards can’t be used to make any type of payment or withdrawal.

→ In the Profile Boards view, select the Cards tab for your user to display the inactive card. Click on the “Activate Card” button on the right-hand side.

activate card button

→ In the prompted confirmation popup, click on the “Yes, Activate the Card” button.

activate confirmation popup

Now that the card is activated, payments can be made, and you can update the card settings as you see fit.

# Enroll 3DS

Enrolling the card with the 3DS protocol will ensure the payment isn't declined if strong customer authentication is triggered during an online payment.

→ In the Card settings popup, click on the “Enroll 3DS” button located in the Card section on the left-hand side.

A success message is displayed at the top of the view if the enrollment is successful.

# Manage cards

# Update card settings

→ In the Cards tab of your user Profile, select the “More” button (vertical ellipsis) for the card whose settings are to be updated, and select the “Card settings” option.

highlighted more button
highlighted edit information

The Card settings popup displayed allows you to manage all the card options, including enrolling the card with the 3DS protocol and updating limits and restrictions.

# Update card limits

You may want to update the card limits to define the amount available for the gift card.

→ In the Card settings popup, Limits tab, set the Global Payment limit with the desired amount.

Card limits settings

→ Save your changes to apply the new limit.

Save changes button

# Update card restrictions

You may update or set MID, MCC, or Country restrictions directly in the Card settings popup.

→ To do so, in the Card settings popup, Restrictions tab, follow the steps below.

Card limits settings
Step What to do
1 Select the restriction to update or to create in the right-hand side of the popup.
2 Select how you want to define the selected restriction:
  • Use a predefined list – Update an existing predefined list by adding new elements
  • Create a list manually – Create a new list manually
  • Upload a CSV – Upload a CSV file to update your restrictions.
3 Save your changes for them to apply.

If you have any doubts about defining your restriction groups, please refer to the Create card restriction groups section of this guide.

# Handle the end of the gift card lifecycle

Once the gift card is used by the end user (Global Payment limit is reached), and if this was a one-time use card, you need to perform the following actions:

  1. Destroy the card
  2. Deactivate the user

# Destroy the card

Once the card has been used, you must destroy it. To do so:

→ In the Card settings popup, Block Card tab, select the “Close Card” option.

Block Card options

→ Click on the “Save Changes” button.

As a result, the card status is changed to destroyed, and the new card status is displayed in the left-hand side of the popup.

Destroyed card illustration

# Deactivate the user

For legal reasons, Users cannot be deleted. They are permanently “Canceled” instead.

→ In the Profile Boards view, once the user selected, click on the “Deactivate User” button.

Deactivate user button

→ In the prompted confirmation popup, click “Yes, delete this user” to continue. As a result, the user is now “Canceled”.

Deactivated user view
Bulb icon

Tip – Recreate a cancelled user with a unique email

Emails must be unique and cancellation is irreversible. So, you need to create the user again with an aliased email to allocate a gift card to cancelled users (e.g., a.oak@example.com could become a.oak+1@example.com).

Last Updated: 4/10/2024, 7:14:25 AM