# Web portal for companies

## <span style="color: #1c1e3f;">Login procedure</span>  


### <span style="color: #1c1e3f;">First login - activation</span>

<span style="color: #1c1e3f;">Operators can be added only from the panel. It is not possible to register in the system without an invitation. Basic administrators accounts that can be used to create a user hierarchy are provided with the panel instance.</span>  
<span style="color: #1c1e3f;">In order to create a new portal operator account you have to log in to the panel using e-mail address, which is user login. Then go to the "Staff members" tab and fill in the required data. After filling in the role, personal data and e-mail address there will be sent a welcome message with an activation link for new account.</span>

<span style="color: #1c1e3f;">[![image-1670842522740.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670842522740.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670842522740.png)</span>

<span style="color: #1c1e3f;">Once the email send process is complete, the invited operator will receive a message. It contains a welcome and an activation link - used to set a password to access Corporate Panel.</span>

<span style="color: #1c1e3f;">![](https://developer.verestro.com/uploads/images/gallery/2022-06/embedded-image-0fvqy1ba.png)</span>

<span style="color: #1c1e3f;">Clicking on the link redirects to the login page, where the operator will have to set a password during the first logging in. The required password standard is a minimum of 8 characters, at least one digit, one capital letter and one letter.</span>

### <span style="color: #1c1e3f;">Login procedure</span>

<span style="color: #1c1e3f;">Operator must provide correct pair – e-mail and password. If the provided login is incorrect, a message informing the employee of an error “Incorrect e-mail or password” and the possibility of another attempt will be displayed.</span>

[![image-1707312928015.png](https://developer.verestro.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707312928015.png)](https://developer.verestro.com/uploads/images/gallery/2024-02/image-1707312928015.png)

<span style="color: #1c1e3f;">If the data provided is correct, an authentication code is sent. This is required to complete the next step of the two-step login.</span>

<span style="color: #1c1e3f;">![](https://developer.verestro.com/uploads/images/gallery/2022-06/embedded-image-96tb4mhc.png)</span>

<span style="color: #1c1e3f;">As last step application asks for code. Sent code has set validity time described in previous chapter. If code will not be provided in this time, login procedure must be started from first step.</span>

[![image-1707312910057.png](https://developer.verestro.com/uploads/images/gallery/2024-02/scaled-1680-/image-1707312910057.png)](https://developer.verestro.com/uploads/images/gallery/2024-02/image-1707312910057.png)

## <span style="color: #1c1e3f;">Reset password procedure</span>  


<span style="color: #1c1e3f;">In order to reset password, admin has to open the login page and click option “reset password” (located under e-mail and password inputs). In next step, admin must provide correct e-mail address.</span>

<span style="color: #1c1e3f;">![](https://developer.verestro.com/uploads/images/gallery/2022-06/embedded-image-qdpobeju.png)</span>

<span style="color: #1c1e3f;">After correct completion of the form you will be redirected to the login page with a popup notification displayed on the screen. At this time the password reset mechanism is activated and a unique link is sent to the operator.</span>

<span style="color: #1c1e3f;">![](https://developer.verestro.com/uploads/images/gallery/2022-06/embedded-image-jggdu4r3.png)</span>

<span style="color: #1c1e3f;">If the provided e-mail is correct, reset password link will be delivered to the operator’s e-mail address.</span>

<span style="color: #1c1e3f;">![](https://developer.verestro.com/uploads/images/gallery/2022-06/embedded-image-1nach08c.png)</span>

<span style="color: #1c1e3f;">Clicking on the link redirects to the reset password page, where the operator will have to provide his e-mail address and set a new password. The required password standard is a minimum of 8 characters, at least one digit, one capital letter and one small letter.</span>

<span style="color: #1c1e3f;">[![image-1670842684490.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670842684490.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670842684490.png)</span>

## <span style="color: #1c1e3f;">Change password procedure</span>

<span style="color: #1c1e3f;">From the portal operator profile it is possible to change the password without using the password reset procedure.</span>

<span style="color: #1c1e3f;">[![image-1670842894521.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670842894521.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670842894521.png)</span>

<span style="color: #1c1e3f;">The form itself consists of 3 fields: the current password required to confirm identity, a new password that meets the security criteria, and a repeat of the new password to confirm the correctness of the data entered.</span>

[![image-1709042611779.png](https://developer.verestro.com/uploads/images/gallery/2024-02/scaled-1680-/image-1709042611779.png)](https://developer.verestro.com/uploads/images/gallery/2024-02/image-1709042611779.png)

## <span style="color: #1c1e3f;">Main view</span>

<span style="color: #1c1e3f;">First view that is displayed after logging in is Home view. Operator can see basic information and charts. </span>

<span style="color: #1c1e3f;">![](https://developer.verestro.com/uploads/images/gallery/2023-01/embedded-image-kafdzj28.png)</span>

## <span style="color: #1c1e3f;">Groups view</span>

<span style="color: #1c1e3f;">Once the authentication process is properly completed, the bank employee has access to the panel. He is shown the main screen of the system. Depending on the assigned rights group its appearance may vary. Different roles in the system have different tabs available.</span>

<span style="color: #1c1e3f;">[![image-1670854351489.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670854351489.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670854351489.png)</span>

<span style="color: #1c1e3f;">The components that comprise the Business Control product operator portal are:</span>

- <span style="color: #1c1e3f;">Main menu contains sections specific per logged role. In this case for corporate administrator: groups, cards, card aliases, staff members, reports and transaction history.</span>
- <span style="color: #1c1e3f;">Admin Panel adjusted to the client’s colors and logotype.</span>
- <span style="color: #1c1e3f;">List of the most important information referring to each aggregate (example: groups).</span>
- <span style="color: #1c1e3f;">Buttons allows to perform multiple actions related to specific page. On the screen there are presented options in the context of groups management.</span>
- <span style="color: #1c1e3f;">Actions allows to change the status of selected row or edit data.</span>
- <span style="color: #1c1e3f;">Action buttons to open the profile of a logged in operator and to log out of the portal.</span>

## <span style="color: #1c1e3f;">Sections </span>  


<span style="color: #1c1e3f;">This section describes the functionality available to the Corporate Admin role, broken down by specific tabs on the portal.</span>

#### <span style="color: #1c1e3f;">  
Groups section</span>  


<span style="color: #1c1e3f;">Appears after login as first screen shown to Corporate Admin. Contains tree view of all groups related to current Corporation.</span>

<span style="color: #1c1e3f;">UI Elements:</span>

- <span style="color: #1c1e3f;">Button - Add group,</span>
- <span style="color: #1c1e3f;">Tree view of groups,</span>
- <span style="color: #1c1e3f;">Button - Action for every row – To edit or delete selected group,</span>
- <span style="color: #1c1e3f;">Button - Single row of list - To view details about selected group,</span>
- <span style="color: #1c1e3f;">Button – Add group – To add a new group.</span>

<span style="color: #1c1e3f;">List includes following information:</span>

<table id="bkmrk-parameter-descriptio"><tbody><tr><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Group name</span>

</td><td width="567"><span style="color: #1c1e3f;">Custom and internal name of Corporation Unit assigned during process of adding Issuer.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Number of portal users</span>

</td><td width="567"><span style="color: #1c1e3f;">Number of staff members assigned to a specify group. The number of members in child groups does not add up to the number of members in the parent group.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Card quantity limit</span>

</td><td width="567"><span style="color: #1c1e3f;">Number of cards assigned to staff members in a specify group.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Group limit</span>

</td><td width="567"><span style="color: #1c1e3f;">This limit determines the maximum amount with which anyone in the group can assign a card to a user and the maximum amount on a card that can be accepted in a given group if an assignment confirmation request comes in from a group with a lower limit.</span>

</td></tr></tbody></table>

#### <span style="color: #1c1e3f;">Add group</span>

<span style="color: #1c1e3f;">This page appears after the user selected "Add group" button. The page contains a form for adding a new group in the hierarchy.</span>

<span style="color: #1c1e3f;">UI Elements:</span>

- <span style="color: #1c1e3f;">Field - Name (required),</span>
- <span style="color: #1c1e3f;">Drop-down-list – Pick a group,</span>
- <span style="color: #1c1e3f;">Button – Cancel,</span>
- <span style="color: #1c1e3f;">Button - Save.</span>

<span style="color: #1c1e3f;">[![image-1670856627063.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670856627063.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670856627063.png)</span>

#### <span style="color: #1c1e3f;">Edit group</span>

<span style="color: #1c1e3f;">The page contains a group edit form.</span>

<span style="color: #1c1e3f;">UI Elements:</span>

- <span style="color: #1c1e3f;">Field - Name (required),</span>
- <span style="color: #1c1e3f;">Button – Cancel,</span>
- <span style="color: #1c1e3f;">Button - Save.</span>

<span style="color: #1c1e3f;">[![image-1670856650199.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670856650199.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670856650199.png)</span>

#### <span style="color: #1c1e3f;">Group details</span>

<span style="color: #1c1e3f;">A page containing a list of members and limits related to selected group.</span>

<span style="color: #1c1e3f;">UI Elements:</span>

- <span style="color: #1c1e3f;">Button - Actions.</span>
- <span style="color: #1c1e3f;">Name of list.</span>
- <span style="color: #1c1e3f;">List view of administrators .</span>
- <span style="color: #1c1e3f;">Actions:</span>
    - <span style="color: #1c1e3f;">Button – Add sub-group.</span>
    - <span style="color: #1c1e3f;">Button – Add group member.</span>
    - <span style="color: #1c1e3f;">Button – Set limits.</span>
- <span style="color: #1c1e3f;">Button - Action for every row.</span>
    - <span style="color: #1c1e3f;">Button - Delete for selected row.</span>
    - <span style="color: #1c1e3f;">Button - Edit for selected row.</span>
    - <span style="color: #1c1e3f;">Button - Reset password for selected row.</span>

<span style="color: #1c1e3f;">[![image-1670856672018.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670856672018.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670856672018.png)</span>

<span style="color: #1c1e3f;">List includes following information:</span>

<table id="bkmrk-parameter-descriptio-0" style="width: 87.5309%; height: 199.344px;"><tbody><tr style="height: 35.3906px;"><td bgcolor="#1C1E3F" style="width: 17.1794%; height: 35.3906px;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%; height: 35.3906px;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr style="height: 57.7812px;"><td style="width: 19.8872%; height: 57.7812px;" width="141"><span style="color: #1c1e3f;">Role</span>

</td><td style="width: 79.9718%; height: 57.7812px;" width="567"><span style="color: #1c1e3f;">Role of administrator (Corporate Admin, Corporate Manager, Corporate User).</span>

</td></tr><tr style="height: 35.3906px;"><td style="width: 19.8872%; height: 35.3906px;" width="141"><span style="color: #1c1e3f;">Email</span>

</td><td style="width: 79.9718%; height: 35.3906px;" width="567"><span style="color: #1c1e3f;">Email address of Operator – login to the portal.</span>

</td></tr><tr style="height: 35.3906px;"><td style="width: 19.8872%; height: 35.3906px;" width="141"><span style="color: #1c1e3f;">First name</span>

</td><td style="width: 79.9718%; height: 35.3906px;" width="567"><span style="color: #1c1e3f;">First name of Operator.</span>

</td></tr><tr style="height: 35.3906px;"><td style="width: 19.8872%; height: 35.3906px;" width="141"><span style="color: #1c1e3f;">Last name</span>

</td><td style="width: 79.9718%; height: 35.3906px;" width="567"><span style="color: #1c1e3f;">Last name of Operator.</span>

</td></tr></tbody></table>

##### <span style="color: #1c1e3f;">Limits tab</span>

<span style="color: #1c1e3f;">This tab contains the available limits applied on the selected group (i.e. the associated account with the limit of money to spend).</span>

<span style="color: #1c1e3f;">[![image-1670856691428.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670856691428.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670856691428.png)</span>

<span style="color: #1c1e3f;">List includes following information:</span>

<table id="bkmrk-parameter-descriptio-1" style="width: 100%; height: 268.6px;"><tbody><tr style="height: 38.2px;"><td bgcolor="#1C1E3F" style="width: 17.1794%; height: 38.2px;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%; height: 38.2px;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 17.1794%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Limit ID</span>

</td><td style="width: 17.1794%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">Internal identificatory of limit in the system.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 17.1794%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Limit name</span>

</td><td style="width: 17.1794%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">Name of a limit, e.g. for delegation.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 17.1794%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Group card limit</span>

</td><td style="width: 17.1794%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">Limit of a cards that can be assigned in a group.</span>

</td></tr><tr style="height: 124.8px;"><td style="width: 17.1794%; height: 124.8px;" width="141"><span style="color: #1c1e3f;">Group limit</span>

</td><td style="width: 17.1794%; height: 124.8px;" width="567"><span style="color: #1c1e3f;">This limit determines the maximum amount with which anyone in the group can assign a card to a user and the maximum amount on a card that can be accepted in a given group if an assignment confirmation request comes in from a group with a lower limit.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">Actions:</span>

1. <span style="color: #1c1e3f;">Add sub-group.</span>
2. <span style="color: #1c1e3f;">Add group member.</span>
3. <span style="color: #1c1e3f;">Set limit.</span>

<span style="color: #1c1e3f;">To set limit to the group it After user clicks “Set limits” action they see list of accounts to assign.</span>

##### <span style="color: #1c1e3f;">Setting limits</span>

<span style="color: #1c1e3f;">After clicking “Set limit” Operator chooses account he want to use for this group. Then they have to fill Set limit form with information:</span>

- <span style="color: #1c1e3f;">Group limit – amount in the same currency as account.</span>
- <span style="color: #1c1e3f;">Card quantity limit – number of cards that can be assigned in the same time by all group members.</span>
- <span style="color: #1c1e3f;">Set periodic quantity limit – number of cards that can be assigned daily, weekly or monthly.</span>

<span style="color: #1c1e3f;">[![image-1670856710575.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670856710575.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670856710575.png)</span>

<span style="color: #1c1e3f;">[![image-1670856726069.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670856726069.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670856726069.png)</span>

### <span style="color: #1c1e3f;">Cards section</span>

#### <span style="color: #1c1e3f;">Awaiting cards tab</span>

<span style="color: #1c1e3f;">On this page there is a list of cards that require to take action: accept or reject. The card will be displayed on this list in consequence of one of actions:</span>

- <span style="color: #1c1e3f;">Cardholder request to increase their limit through the mobile application.</span>
- <span style="color: #1c1e3f;">Staff member from lower group assign card with higher limit than their group limit.</span>

<span style="color: #1c1e3f;">[![image-1673621693534.png](https://developer.verestro.com/uploads/images/gallery/2023-01/scaled-1680-/image-1673621693534.png)](https://developer.verestro.com/uploads/images/gallery/2023-01/image-1673621693534.png)</span>

<span style="color: #1c1e3f;">List includes following information:</span>

<table id="bkmrk-parameter-descriptio-2"><tbody><tr><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Card ID</span>

</td><td width="567"><span style="color: #1c1e3f;">Internal identificatory of a card in the system.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Requester</span>

</td><td width="567"><span style="color: #1c1e3f;">First name and last name of cardholder or operator who requested a card or a change of limit.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Cardholder e-mail</span>

</td><td width="567"><span style="color: #1c1e3f;">E-mail to which a message about assigning a new card arrives.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Total limit</span>

</td><td width="567"><span style="color: #1c1e3f;">This limit determines the maximum amount which a cardholder can spend using a card.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">When the card's validity start date is reached, an exclamation point icon is displayed next to the card's visual.</span>

#### <span style="color: #1c1e3f;">Active cards tab</span>

<span style="color: #1c1e3f;">On this page there is a list of cards that is currently active. The card will be displayed on this list in consequence of one of actions:</span>

- <span style="color: #1c1e3f;">The card assignment period has started, the card has been generated and the end user has activated the card within the app.</span>
- <span style="color: #1c1e3f;">The card assignment period has started, the card has been generated but the end user has not activated it yet (greyed out card).</span>

<span style="color: #1c1e3f;">[![image-1673621656356.png](https://developer.verestro.com/uploads/images/gallery/2023-01/scaled-1680-/image-1673621656356.png)](https://developer.verestro.com/uploads/images/gallery/2023-01/image-1673621656356.png)</span>

<span style="color: #1c1e3f;">List includes following information:</span>

<table id="bkmrk-parameter-descriptio-3" style="width: 100%; height: 221.734px;"><tbody><tr style="height: 35.3906px;"><td bgcolor="#1C1E3F" style="width: 17.1794%; height: 35.3906px;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%; height: 35.3906px;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr style="height: 35.3906px;"><td style="width: 17.1794%; height: 35.3906px;" width="141"><span style="color: #1c1e3f;">Card ID</span>

</td><td style="width: 17.1794%; height: 35.3906px;" width="567"><span style="color: #1c1e3f;">Internal identificator of a card in the system.</span>

</td></tr><tr style="height: 35.3906px;"><td style="width: 17.1794%; height: 35.3906px;" width="141"><span style="color: #1c1e3f;">Cardholder e-mail</span>

</td><td style="width: 17.1794%; height: 35.3906px;" width="567"><span style="color: #1c1e3f;">E-mail to which a message about assigning a new card arrives.</span>

</td></tr><tr style="height: 57.7812px;"><td style="width: 17.1794%; height: 57.7812px;" width="141"><span style="color: #1c1e3f;">Limit</span>

</td><td style="width: 17.1794%; height: 57.7812px;" width="567"><span style="color: #1c1e3f;">This limit determines the maximum amount which a cardholder can spend using a card.</span>

</td></tr><tr style="height: 57.7812px;"><td style="width: 17.1794%; height: 57.7812px;" width="141"><span style="color: #1c1e3f;">Current spend</span>

</td><td style="width: 17.1794%; height: 57.7812px;" width="567"><span style="color: #1c1e3f;">This value shows the relationship between the money spent and the limit on the card.</span>

</td></tr></tbody></table>

#### <span style="color: #1c1e3f;">Cards history tab</span>

<span style="color: #1c1e3f;">On this page there is a list of all assignments of cards in the system. The list includes every card assignment, even cancelled, rejected or finished ones.</span>

<span style="color: #1c1e3f;">[![image-1673621715491.png](https://developer.verestro.com/uploads/images/gallery/2023-01/scaled-1680-/image-1673621715491.png)](https://developer.verestro.com/uploads/images/gallery/2023-01/image-1673621715491.png)</span>

<span style="color: #1c1e3f;">List includes following information:</span>

<table id="bkmrk-parameter-descriptio-4" style="width: 100%; height: 256px;"><tbody><tr style="height: 35.2px;"><td bgcolor="#1C1E3F" style="width: 17.1794%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%; height: 35.2px;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 17.1794%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Card ID</span>

</td><td style="width: 17.1794%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">Internal identificatory of a card in the system.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 17.1794%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Cardholder e-mail</span>

</td><td style="width: 17.1794%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">E-mail to which a message about assigning a new card arrives.</span>

</td></tr><tr style="height: 57.6px;"><td style="width: 17.1794%; height: 57.6px;" width="141"><span style="color: #1c1e3f;">Limit</span>

</td><td style="width: 17.1794%; height: 57.6px;" width="567"><span style="color: #1c1e3f;">This limit determines the maximum amount which a cardholder can spend using a card.</span>

</td></tr><tr style="height: 57.6px;"><td style="width: 17.1794%; height: 57.6px;" width="141"><span style="color: #1c1e3f;">Current spend</span>

</td><td style="width: 17.1794%; height: 57.6px;" width="567"><span style="color: #1c1e3f;">This value shows the relationship between the money spent and the limit on the card.</span>

</td></tr><tr style="height: 35.2px;"><td style="width: 17.1794%; height: 35.2px;" width="141"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 17.1794%; height: 35.2px;" width="567"><span style="color: #1c1e3f;">Approval status of a card.</span>

</td></tr></tbody></table>

#### <span style="color: #1c1e3f;">Card assignment</span>

<span style="color: #1c1e3f;">Clicking on the “Assign card” button takes Operator to Assign card form view. The card assignment form is the most important screen in the system. It allows to enter the data for which a card will be generated and assigned. Currently, only the option to create virtual cards is available.</span>

<span style="color: #1c1e3f;">The form consist of sections:</span>

- <span style="color: #1c1e3f;">Select type of card (virtual or physical).</span>
- <span style="color: #1c1e3f;">Cardholder data - Operator chooses the cardholder for whom the card should be assigned (from the predefined list or using a form). If we choose a cardholder from a predefined list, an assigned card will be displayed in the app right after clicking "Save" on the form. If we choose the "Add new cardholder to the list" option then the cardholder needs to redeem the card on their own by providing codes from e-mail and SMS.</span>
- <span style="color: #1c1e3f;">Card visual - Operator can change the default visual for a card visible in cardholder mobile application. Corporation or Issuer can provide their own visuals so they can be also visible in this section.</span>
- <span style="color: #1c1e3f;">Limits – Defining the account in specific currency related to the card, total amount as available limit for expenses and card assignment period along with timezone.</span>
- Merchant Category Codes allows to define merchant codes for which the card will work or codes that will define a declined transaction.

<span style="color: #1c1e3f;">[![image-1670857015467.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670857015467.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670857015467.png)</span>

<span style="color: #1c1e3f;">If user marks "Set additional limits" another four fields appear. All of them are in entry value "Unlimited". This means that all kind of transaction are available for this card. If operator chooses "Limited" they need to provide limited amount and period (per day, per week or per month). Periodic value can't be greater than total amount. If operator chooses "Blocked" then chosen type of transactions will be disallowed. </span>

<span style="color: #1c1e3f;">There are four types of additional limits:</span>

<span style="color: #1c1e3f;">1. General limit - periodic limit on all kinds of transactions. This value should be greater than remaining additional limits because it affects them.</span>

<span style="color: #1c1e3f;">2. Online payment limit - periodic limit on e-commerce payments.</span>

<span style="color: #1c1e3f;">3. ATM limit - periodic limit on ATM withdrawals.</span>

<span style="color: #1c1e3f;">4. Foreign transaction limit - periodic limit on transactions in a different currency from account currency.</span>

<span style="color: #1c1e3f;">[![image-1673621748017.png](https://developer.verestro.com/uploads/images/gallery/2023-01/scaled-1680-/image-1673621748017.png)](https://developer.verestro.com/uploads/images/gallery/2023-01/image-1673621748017.png)</span>

#### <span style="color: #1c1e3f;">Card details</span>

<span style="color: #1c1e3f;">After clicking on single row on Awaiting cards, Active cards or Cards history list Operator is directed to Card details screen. On this view there are sections:</span>

- <span style="color: #1c1e3f;">Basic data: Card visual, Last 4 digits, CVC, Expiry date, card ID, Account, Requester name, Cardholder e-mail, Cardholder phone number, Balance, Issue date, Current spend, Status. </span>
- <span style="color: #1c1e3f;">Use of the card – allowed way of paying by the card (available options: push provisioning and e-commerce payments).</span>
- <span style="color: #1c1e3f;">Limit details: Total limit, Start date, End date, Period, Periodic amount.</span>
- <span style="color: #1c1e3f;">History of transactions with filters – table with the same columns as on Transaction history view.</span>

<span style="color: #1c1e3f;">[![image-1670857131241.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670857131241.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670857131241.png)</span>

### <span style="color: #1c1e3f;">Accounts section</span>

<span style="color: #1c1e3f;">On this view the list of accounts which have been assigned to a corporation is displayed. The example shown contains 3 available accounts for a corporation. Each account can have only 1 currency, which is the currency of the cards generated under that account.</span>

<span style="color: #1c1e3f;">[![image-1670857248024.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670857248024.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670857248024.png)</span>

<span style="color: #1c1e3f;">List includes following information:</span>

<table id="bkmrk-parameter-descriptio-5"><tbody><tr><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Name</span>

</td><td width="567"><span style="color: #1c1e3f;">Name of account.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Account number</span>

</td><td width="567"><span style="color: #1c1e3f;">24 digits number of account.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Balance</span>

</td><td width="567"><span style="color: #1c1e3f;">Current amount on the account with currency.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">6.3.1 Account details</span>

<span style="color: #1c1e3f;">On this view detailed information of account are displayed.</span>

Below there is a list of:

- Statements for this account:  
    <del class="diffdel"></del>

[![image.png](https://developer.verestro.com/uploads/images/gallery/2024-11/scaled-1680-/FAAimage.png)](https://developer.verestro.com/uploads/images/gallery/2024-11/FAAimage.png)

- Transactions made by cards related to the selected account;

[![image.png](https://developer.verestro.com/uploads/images/gallery/2024-11/scaled-1680-/Uucimage.png)](https://developer.verestro.com/uploads/images/gallery/2024-11/Uucimage.png)

<span style="color: #1c1e3f;">UI elements:</span>

- <span style="color: #1c1e3f;">Generate report – button for generating report with income and expenses.</span>

<span style="color: #1c1e3f;">6.4 Staff members section</span>

<span style="color: #1c1e3f;">On this view the list of Corporate Panel Operators is displayed.</span>

<span style="color: #1c1e3f;">[![image-1670857266297.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1670857266297.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1670857266297.png)</span>

<span style="color: #1c1e3f;">UI elements:</span>

- <span style="color: #1c1e3f;">Button - Add staff member.</span>
- <span style="color: #1c1e3f;">Button - Action for every row – To edit or delete selected staff member or reset their password.</span>

<span style="color: #1c1e3f;">List includes following information:.</span>

<table id="bkmrk-parameter-descriptio-6"><tbody><tr><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Role</span>

</td><td width="567"><span style="color: #1c1e3f;">Role of a Operator (Corporate administrator, Corporate manager, Corporate user).</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">E-mail</span>

</td><td width="567"><span style="color: #1c1e3f;">E-mail that Operator use to login to Corporate Panel.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">First name</span>

</td><td width="567"><span style="color: #1c1e3f;">First name of Operator.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Last name</span>

</td><td width="567"><span style="color: #1c1e3f;">Last name of Operator.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Group</span>

</td><td width="567"><span style="color: #1c1e3f;">Group to which Operator belongs.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">6.4.1. Add staff member form</span>

<span style="color: #1c1e3f;">Clicking on the “Add staff member” button takes Operator to Add staff member form view. The form consist of fields:</span>

- <span style="color: #1c1e3f;">First name (required),</span>
- <span style="color: #1c1e3f;">Last name (required),</span>
- <span style="color: #1c1e3f;">E-mail (required),</span>
- <span style="color: #1c1e3f;">Role (required) – select from drop-down list: Corporation administrator, Corporation manager, Corporation user,</span>
- <span style="color: #1c1e3f;">Group (required) – select from drop-down list of group tree.</span>

<span style="color: #1c1e3f;">[![image-1671032736537.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1671032736537.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1671032736537.png)</span>

<span style="color: #1c1e3f;">After clicking “Save” button the invitation e-mail is sent to the invited person.</span>

<span style="color: #1c1e3f;">6.5. Cardholders section</span>

<span style="color: #1c1e3f;">On this view there is a list of people who redeemed at least one card. This functionality was created to be able to check what transactions have been made by exact cardholder and cards that are assigned to them.</span>

[![image-1709042914488.png](https://developer.verestro.com/uploads/images/gallery/2024-02/scaled-1680-/image-1709042914488.png)](https://developer.verestro.com/uploads/images/gallery/2024-02/image-1709042914488.png)

<span style="color: #1c1e3f;">List includes following information:</span>

<table id="bkmrk-parameter-descriptio-7"><tbody><tr><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">First name</span>

</td><td width="567"><span style="color: #1c1e3f;">First name of Cardholder (end-user).</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Last name</span>

</td><td width="567"><span style="color: #1c1e3f;">Last name of Cardholder (end-user).</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Phone number</span>

</td><td width="567"><span style="color: #1c1e3f;">Phone number of Cardholder (end-user).</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">E-mail</span>

</td><td width="567"><span style="color: #1c1e3f;">E-mail that Cardholder use to login to mobile application.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">6.5.1 Cardholder details</span>

<span style="color: #1c1e3f;">On cardholder details view information about enduser are displayed. Section “Basic data” contains information from Add new cardholder form:</span>

- <span style="color: #1c1e3f;">First name,</span>
- <span style="color: #1c1e3f;">Last name,</span>
- <span style="color: #1c1e3f;">Phone number,</span>
- <span style="color: #1c1e3f;">E-mail.</span>

<span style="color: #1c1e3f;">Below there is a list with two tabs:</span>

- <span style="color: #1c1e3f;">Transaction history – list of transactions made by that cardholder (enduser) using all their cards,</span>
- <span style="color: #1c1e3f;">Cards – list of cards assigned to that cardholder (enduser).</span>

[![image-1709043043068.png](https://developer.verestro.com/uploads/images/gallery/2024-02/scaled-1680-/image-1709043043068.png)](https://developer.verestro.com/uploads/images/gallery/2024-02/image-1709043043068.png)

<span style="color: #1c1e3f;">6.6 Reports section</span>

<span style="color: #1c1e3f;">Reports section contains files generated in the Corporate Panel and files added by Operators. File can be downloaded by clicking Download icon in every row. There are three tabs:</span>

- <span style="color: #1c1e3f;">Transaction history – a list of zip files that contain folders with .csv file with list of transactions and pictures of receipts added in mobile application,</span>
- <span style="color: #1c1e3f;">Card history – a list of csv files that contain reports from Card history view.</span>

[![image-1709045140180.png](https://developer.verestro.com/uploads/images/gallery/2024-02/scaled-1680-/image-1709045140180.png)](https://developer.verestro.com/uploads/images/gallery/2024-02/image-1709045140180.png)

<span style="color: #1c1e3f;">6.7. Transaction history section</span>

<span style="color: #1c1e3f;">This section contains list of transactions made by endusers.</span>

<span style="color: #1c1e3f;">[![image-1671032997482.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1671032997482.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1671032997482.png)</span>

<span style="color: #1c1e3f;">UI elements:</span>

- <span style="color: #1c1e3f;">Every row – to move to detailed view of a transaction,</span>
- <span style="color: #1c1e3f;">Button - Generate transaction history report.</span>

<span style="color: #1c1e3f;">List includes following information:</span>

<table id="bkmrk-parameter-descriptio-8"><tbody><tr><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Last 4 digits</span>

</td><td width="567"><span style="color: #1c1e3f;">Last 4 digits of a card.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">User e-mail</span>

</td><td width="567"><span style="color: #1c1e3f;">E-mail of cardholder (enduser).</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Date</span>

</td><td width="567"><span style="color: #1c1e3f;">Date of transactions.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Phone number</span>

</td><td width="567"><span style="color: #1c1e3f;">Phone number of cardholder (enduser).</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Amount</span>

</td><td width="567"><span style="color: #1c1e3f;">Transaction amount with currency.</span>

</td></tr><tr><td width="141"><span style="color: #1c1e3f;">Status</span>

</td><td width="567"><span style="color: #1c1e3f;">Status of transaction.</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">6.7.1 Transaction details</span>

<span style="color: #1c1e3f;">The transaction details section contains a set of information about a specific transaction such as:</span>

<table id="bkmrk-parameter-descriptio-9" style="width: 87.5309%; height: 491.866px;"><tbody><tr style="height: 35.1333px;"><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Parameter**</span>

</td><td bgcolor="#1C1E3F" style="width: 17.1794%;" width="353"><span style="color: #ecf0f1;">**Description**</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Transaction ID</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Internal identifier of the transaction (Verestro ID).</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Token ID</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Token identifier used during the transaction.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Card ID</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Card identifier.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Created at</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Date of transactions.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Phone number</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Phone number of cardholder (enduser).</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Amount</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Transaction amount with currency.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Currency</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Currency od the transaction.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Status</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Status of transaction.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">ExternalID</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">External identifier of the transaction.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Transaction channel</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Defines the channel used to perform transaction.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Merchant name</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Name of merchant receiving the payment.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Type</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Type of the transaction.</span>

</td></tr><tr style="height: 35.1333px;"><td style="width: 21.0155%; height: 35.1333px;" width="149"><span style="color: #1c1e3f;">Customer ID</span>

</td><td style="width: 78.8434%; height: 35.1333px;" width="559"><span style="color: #1c1e3f;">Internal identifier of the cardholder (enduser).</span>

</td></tr></tbody></table>

<span style="color: #1c1e3f;">[![image-1671033109957.png](https://developer.verestro.com/uploads/images/gallery/2022-12/scaled-1680-/image-1671033109957.png)](https://developer.verestro.com/uploads/images/gallery/2022-12/image-1671033109957.png)</span>

<span style="color: #1c1e3f;">In list of receipts section there are pictures that end-user upload in mobile application.</span>