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DOCS
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COMMUNITY
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Guides
Select Collection…GuidesCore APIDiVA API
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Dashboard Overview and Quick Start
HomeCore API Quick StartPlatform OverviewSecuritySummary of ResourcesMoney
Movement OverviewPayment Cards ConceptsBuilding Your Card Program
OverviewUnderstanding Card Program DifferencesBuilding Your Powered By Marqeta
Card ProgramBuilding Your Managed By Marqeta Card ProgramMarqeta in Europe
OverviewAbout Powered By Marqeta in EuropeCard ProductsCardholder and Card
ManagementTransaction ProcessingJust-in-Time FundingLimits and ControlsAbout
Strong Customer AuthenticationManaging Strong Customer AuthenticationDashboard
Overview and Quick StartHome in the DashboardControl Center in the
Dashboard202220212020Account Holders OverviewAbout Account HoldersCustomers in
the DashboardAbout KYC VerificationConfiguring Notification LanguagesCustomer
Due DiligenceCards OverviewAbout CardsCards in the DashboardManaging Lost,
Stolen, or Damaged CardsControlling SpendingAbout Address VerificationAbout
Personal Identification NumbersManaging Physical CardsJust-in-Time Funding
OverviewAbout Just-in-Time FundingManaged JIT FundingGateway JIT FundingGateway
JIT Funding ScenariosLedger Management with JIT FundingManaging TimeoutsUsing
AVS with JIT FundingJIT Funding ReportsDigital Wallets OverviewDigital Wallets
and TokenizationProvisioning Digital Wallet TokensAccessing Tokenization
Implementation GuidesManaging the Lifecycle of Digital Wallet TokensTransactions
OverviewAbout TransactionsACH Origination (Beta)Account Validation via Plaid
(Beta)3D Secure OverviewAbout 3D Secure3D Secure Setup3D Secure Automated
Decision Service ReportingReal-Time Decisioning OverviewAbout Real-Time
DecisioningReal-Time Decisioning in the DashboardUsing AMDLAMDL
ReferenceRiskControl ObjectsUsing the Fraud Feedback APIUser AccessTutorial:
Defining RulesTutorial: Managing UsersDisputes OverviewAbout Disputes
(Beta)Disputes in the Dashboard (Beta)Managing Mastercard Disputes
(Beta)Managing Visa Disputes (Beta)Credit OverviewSummary of Credit
ResourcesCredit Programs in the Dashboard (Beta)Credit Products in the
DashboardAbout Credit ProductsAbout Credit AccountsAbout Journal EntriesAbout
Ledger EntriesAbout Credit DisputesAbout PaymentsAbout StatementsPCI Compliance
OverviewUsing Marqeta.jsUsing Activate Card and Set PIN WidgetsUsing the Add
Payment Card Widget (Beta)Reporting OverviewAbout ReportingReports in the
DashboardReports In-depthWebhooks OverviewAbout WebhooksSignature
VerificationPartner Integrations202220212020
Guides
Core API
Launch and manage your company's payment card program
CORE API REFERENCE
Endpoint definitions and field-level reference
CORE API EXPLORER
Try out all endpoints from your browser
DiVA API
Access the production data behind Marqeta's reporting and analytics tools
DIVA API REFERENCE
Endpoint definitions and field-level reference
10 minute read
August 10, 2022
DASHBOARD OVERVIEW AND QUICK START
Welcome to the Marqeta Dashboard. The Dashboard provides an interactive user
interface for exploring, administering, and managing your card and payment
programs on the Marqeta platform. Using the Dashboard, you can accomplish tasks
such as:
* Explore your card program data by generating reports and visualizations,
including custom reports that you can use to better understand your business.
* Manage your users, cards, and businesses, including tasks such as replacing a
card, reporting a card stolen, or initiating a dispute.
* Create cards individually or in bulk.
* Access developer tools for integrating with the Marqeta platform.
* View audit logs.
* Enable ACH Direct Deposit.
* Enable 3D Secure authentication and PIN Reveal.
* Manage Dashboard users by controlling access, viewing and editing user
information, adding users, and defining roles.
ACCESS THE MARQETA DASHBOARD
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To access the Marqeta Dashboard, go to app.marqeta.com in your browser. In the
login window:
* If you have an existing account, enter your username and password and select
Sign In.
* If you do not have an account, request access to a live Marqeta Dashboard
program by contacting your organization’s administrator or your Marqeta
Customer Success Representative.
WARNING
After five unsuccessful login attempts, you will be locked out of your account
for one hour. Some Dashboard features require that you have the specific
supplement for that feature granted by an administrator.
ABOUT THE MARQETA DASHBOARD
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The Marqeta Dashboard provides these main areas of functionality:
Home
View a summary of your program’s activity over the last day, week, or month, and
provides links to saved reports.
Reports
Explore your production data on the Marqeta platform. Reports aggregate and
curate your data to help you make data-driven business decisions.
Card Management
Issue your card products individually or in bulk.
Customers
Manage card users and businesses.
RiskControl
Manage transaction disputes.
Credit programs
Create and manage your credit products.
Control center
Manage access to the Dashboard, manage users and roles, control Commando Mode,
view audit loges, manage ACH, enable PIN Reveal and 3D Secure, and create card
products.
To start exploring the Marqeta Dashboard, use the sidebar on the left to
navigate through the main functional areas.
VIEW A SUMMARY OF PROGRAM ACTIVITY
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Home displays your program’s activity for the last day, week, or month; you can
also find links to saved reports here:
Is this helpful?
Yes
No
To view a summary of your program activity, select Home from the sidebar. For
details, see Home.
GENERATE REPORTS AND CREATE VISUALIZATIONS
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Use Reports to explore your data on the Marqeta platform. Reports aggregate and
curate your data to help you make data-driven business decisions. You can
generate reports on your business, such as the number of authorizations or
declines, and filter and sort the data.
Is this helpful?
Yes
No
You can create visualizations, such as bar charts or scatter plots, to help you
to identify patterns and trends.
You can save reports and visualizations you define for easy access to your
ongoing enterprise. To view the reports and create your own reports, select
Reports from the sidebar. For details on how to create and interpret reports,
see Reports in the Dashboard.
MANAGE YOUR CARD PROGRAMS
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Use Card Management to manage your card products.
Is this helpful?
Yes
No
Using Card Management, you can view all of the card products configured for your
program, and:
* View all configured card products (virtual and physical) and relevant
information.
* Order cards from existing card products (both single or in bulk).
* View the results of bulk card ordering file uploads.
To manage your card programs, select Card management from the sidebar. For
detailed information on how to manage your programs, including step-by-step
procedures, see Managing Cards in the Dashboard.
MANAGE YOUR CUSTOMERS
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Use Customers to manage your users and businesses.
Is this helpful?
Yes
No
Using Customers you can manage users, cards, and businesses, including:
* Manage user and business information.
* Change user and business status.
* Access customer and business cards.
To manage customers, select Customers > Users or Customers > Businesses from the
sidebar. For detailed information, including step-by-step procedures, see
Managing Customers in the Dashboard.
MANAGE TRANSACTION DISPUTES (BETA)
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Marqeta enables you to manage the dispute process using the Marqeta Dashboard.
Is this helpful?
Yes
No
Using the dashboard, you can manage disputes by performing tasks such as:
* Create a dispute.
* Manage dispute progress.
* Transition a dispute.
* Create and manage disputes in bulk.
To manage disputes, select RiskControl > Disputes from the sidebar. To learn how
manage disputes, see Disputes in the Dashboard.
MANAGE YOUR CREDIT PROGRAMS
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Use Credit Programs to manage your credit programs.
Is this helpful?
Yes
No
Using Credit programs, you can manage your credit programs including:
* Create and view credit policies for credit products, APRs, fees, and rewards.
* Create, activate, view, and archive bundles.
* View templates available for the program to use.
To manage credit programs, select Credit programs from the sidebar. For detailed
information on how to manage your programs, including step-by-step procedures,
see Managing Credit Programs in the Marqeta Dashboard.
ACCESS DEVELOPER TOOLS
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The Dashboard provides tools for integrating with the Marqeta platform. You can
get authorization credentials to send requests to your public sandbox and view a
transaction history for your sandbox’s cards.
For more about development, see Core API Quick Start and Introduction in the
Core API Reference.
GET API KEYS FOR YOUR PUBLIC SANDBOX
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Use API Keys to set up authorization credentials that allow you to send requests
to your public sandbox. For more information, see Authentication in the Core API
Reference.
To get your credentials and set up your public sandbox:
* In the sidebar, select Development > API Keys.
* Copy and paste the credentials below.
* Use the base URL to build your endpoints.
* Use the sample cURL to view the details of the card product that was created
for your public sandbox.
Application token
The token to identify your API client. Think of it as your username.
Admin access token
Allows you to access your public sandbox. Think of it as your secret password.
Base URL
Append endpoints to this URL when making API requests.
Try out your sandbox
Run this code in a terminal window to view the details of the card product that
was created for your public sandbox.
VIEW A TRANSACTION’S HISTORY
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You can view the lifecycle of a card token in your public sandbox using the
interactive Transaction Timeline tool. All public sandbox accounts with the
Developer role include access to the Transaction Timeline.
The Transaction Timeline helps newcomers to the Marqeta platform quickly
understand the role played by transaction flows in their integration, as well as
in the broader payments space. It demonstrates line-by-line how individual
transactions impact each other, and how they affect the account balance.
To view a card token’s transaction history using the Transaction Timeline:
* After simulating at least one transaction in your public sandbox, access the
Transaction Timeline by logging into the Marqeta Dashboard.
* Go to Development > Transaction timeline.
* Pick one of your card tokens from the list of existing active cards that
appear in the drop-down list on the right side of the screen.
* The tool automatically builds and displays a history of all the transactions
completed on that card. New transactions are added to the timeline as they
occur in your public sandbox, with no need to refresh the page. Content in
the Transaction Timeline is not cleared when you log out of Marqeta Dashboard
and it never expires, enabling you to accumulate a rich dataset of simulated
transactions over time.
For more about the available balance or the ledger balance, click the value in
the Transaction Timeline’s events table to reveal a tooltip.
To filter on a particular series of related transactions, select the button. To
remove the filter, click the button.
To copy the event token to the clipboard, select the button.
For more about cards and card tokens, see Cards in the Core API Reference.
MANAGE YOUR WEBHOOKS
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Webhooks are real-time notifications to keep you informed of specific events
that occur within your public sandbox or program integration. For example, you
could create a webhook to send state.activated events to your application’s
webhook URL that would inform your cardholder when a card has been activated.
With the Marqeta Dashboard, you can configure and manage up to five webhooks.
To add a webhook:
* Go to Development > Webhooks.
* Select Add webhook.
* In the screen that appears, enter the webhook details per the table below,
then select Save.
Fields Description
Name
string
required
Descriptive name of the webhook.
Allowable Values:
64 char max
URL
string
required
URL of your webhook endpoint.
Allowable Values:
* 255 char max
* Must be HTTPS
* Empty string not allowed
Authentication username
string
required
Username for accessing your webhook endpoint.
Allowable Values:
50 char max
Authentication password
string
required
Password for accessing your webhook endpoint.
Allowable Values:
* 20-50 characters
* Must contain at least one numeral
* Must contain at least one lowercase letter
* Must contain at least one uppercase letter
* Must contain at least one of these symbols: @ # $ % ! ^ & * ( ) \ _ + ~ ` - =
[ ] { } , ; : ' " , . / < > ?
Custom headers
object
optional
Contains information about the webhook’s custom HTTP headers for outgoing calls.
Allowable Values:
See The config.custom_header object (request).
To disable a webhook:
You have the option of disabling an activated webhook that you do not want to
use; you can always reactivate it later on if necessary. It is not currently
possible to delete a webhook once it has been created.
* Go to Development > Webhooks. A list of all the webhooks you have created,
regardless of state, is displayed.
* Do one of the following:
* Disable from the summary page of all your webhooks:
* Select a new state for the webhook by making a selection in the State
drop-down list.
* Disable from the selected webhook’s own Details page:
* In the Name column, select the webhook you want to disable. The page
refreshes to display details of the selected webhook.
* Select Disable webhook.
* When prompted to confirm your actions, select Disable.
To reactivate a disabled webhook:
If you have previously disabled a webhook, you must reactivate it before the
Marqeta platform will resume sending event notifications to the specified URL.
* Go to Development > Webhooks. A list of all the webhooks you have created,
regardless of state, is displayed.
* Do one of the following:
* Reactivate from the summary page of all your webhooks:
* Select a new state for the webhook by making a selection in the State
drop-down list.
* Reactivate from the selected webhook’s own Details page:
* In the Name column, select the webhook you want to reactivate. The page
refreshes to display details of the selected webhook.
* Select Reactivate webhook.
* When prompted to confirm your actions, select Reactivate.
To update a webhook:
* Go to Development > Webhooks. A list of all the webhooks you have created,
regardless of state, is displayed.
* In the Name column, select the webhook you want to update. The page refreshes
to display details of the selected webhook.
* Enter the webhook details per the table below, then select Save.
Fields Description
Name
string
required
Descriptive name of the webhook.
Allowable Values:
64 char max
URL
string
required
URL of your webhook endpoint.
Allowable Values:
* 255 char max
* Must be HTTPS
* Empty string not allowed
Authentication username
string
required
Username for accessing your webhook endpoint.
Allowable Values:
50 char max
Authentication password
string
required
Password for accessing your webhook endpoint.
Allowable Values:
* 20-50 characters
* Must contain at least one numeral
* Must contain at least one lowercase letter
* Must contain at least one uppercase letter
* Must contain at least one of these symbols: @ # $ % ! ^ & * ( ) \ _ + ~ ` - =
[ ] { } , ; : ' " , . / < > ?
Custom headers
object
optional
Contains information about the webhook’s custom HTTP headers for outgoing calls.
Allowable Values:
See The config.custom_header object (request).
To manage event listeners:
Use the Event listeners tab to specify which Marqeta events you want the
selected webhook to listen on.
You can add as many or as few events as you need to a webhook, then fine-tune
your webhooks as your development progresses. For example, when starting out,
you might want your application to listen for all event types. Later on, you
might subscribe only to specific transaction events such as
authorization.clearing and authorization.atm.withdrawal.
* Go to Development > Webhooks. A list of all the webhooks you have created,
regardless of state, is displayed.
* In the Name column, select the webhook whose event listeners you want to
manage. The page refreshes to display details of the selected webhook.
* Select the Event listeners tab. A searchable, hierarchical list of all events
you can listen on is displayed.
* Browse and search the list until you have identified and selected the
appropriate events, then select Save selected events. A confirmation is
displayed, and the total number of selected events is indicated below the
list.
At any time, you can verify that your webhook is working properly by selecting
Send test event. After you confirm your actions, the displayed health check
payload is delivered to the currently selected webhook. Marqeta Dashboard
informs you via a toast notification once the test event has been successfully
sent.
MANAGE OPTIONS AND USERS
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The Control Center allows you to manage Dashboard options and users, including:
* Enable or disable Commando Mode.
* View audit logs.
* Manage ACH direct deposit.
* Enable PIN Reveal and view history.
* Enable 3D Secure.
* Manage user access by adding and removing users, defining user roles, and
impersonating users.
Is this helpful?
Yes
No
To manage options and users, select Control center from the sidebar. For more
information, see Control Center in the Dashboard.
RELATED MATERIALS
GUIDES / MANAGING CUSTOMERS IN THE DASHBOARD
GUIDES / DISPUTES IN THE DASHBOARD (BETA)
GUIDES / HOME IN THE DASHBOARD
GUIDES / REPORTS IN THE DASHBOARD
GUIDES / CONTROL CENTER IN THE DASHBOARD
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* IN THIS GUIDE
* Access the Marqeta Dashboard
* About the Marqeta Dashboard
* View a summary of program activity
* Generate reports and create visualizations
* Manage your card programs
* Manage your customers
* Manage transaction disputes (beta)
* Manage your credit programs
* Access developer tools
* Manage options and users
Give feedback
HOME
GETTING STARTED
BUILDING YOUR CARD PROGRAM
MARQETA IN EUROPE
MARQETA DASHBOARD
* Dashboard Overview and Quick Start
* Home in the Dashboard
* Control Center in the Dashboard
CARD NETWORK CERTIFICATIONS
ACCOUNT HOLDERS
CARDS
JUST-IN-TIME FUNDING
DIGITAL WALLETS
TRANSACTIONS
3D SECURE
REAL-TIME DECISIONING
DISPUTES
CREDIT
PCI COMPLIANCE
REPORTING
WEBHOOKS
PARTNER INTEGRATIONS
RELEASE NOTES
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