Viewing, filtering and editing participant accounts

Viewing the accounts page
Once you have enrolled vendors and beneficiaries into your program, the accounts page should look something like this.
Accounts page
Key features of this page are:
You can select beneficiaries or vendors (or both)
You can search for names
You can see when accounts were created, and how much remaining balance is left
You can add new user accounts
You can also export participant data into a CSV file.​
Note: Vendor and beneficiary pages look virtually the same, but may include some different information (such as store name). 
Filtering
From the accounts page, you are able to filter your searches, by selecting 
 from the top right hand corner, alongside the search bar. From here, you are able to select the required attributes.
Filtering
Viewing specific accounts
From the accounts page, you can click in the row of a participant, to be taken to the specific accounts page for that participant. From this page you can:
Add/edit user information
View specific transaction history
Perform a new transfer
You can register multiple users (e.g. family members, cashiers) under one account, if preferred.
Disbursing to beneficiaries
Disabling Transfer Cards
From the user page, you can disable a transfer card.
Warning: A card that has been disabled cannot be re-enabled.
1.Click the "Disable Card" icon
2. Click "OK". Note you cannot reenable a card.
​

Reimbursing Vendors - Previous

Vendor withdrawals and reimbursement

Next - Monitoring and Analysing Program Data

Analysing participant and transfer data

Last modified 10mo ago

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Contents

Viewing the accounts page

Filtering

Viewing specific accounts

Disabling Transfer Cards