Overview
The Employee Helpdesk provides a centralized view of each employee’s account details, cards, transactions, notifications, and login history. This tool is designed to help administrators quickly troubleshoot issues, monitor card activity, and verify login events.
Navigating the Employee Helpdesk
When you search for and open a user profile, the main screen displays:
User Details – name, email, mobile number, last login, and last IP used.
Cards – active and expired cards linked to the user. You can view issuance dates, status, and remaining balances.
Spend Policies – any allowances or policies tied to the account.
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Reviewing Transactions
The Transactions tab shows a complete history of successful and declined transactions. Administrators can:
Filter by date range.
Search by merchant name or category.
Review settlement amounts and decline reasons.
This makes it easy to identify failed payments or unusual spending activity.
Checking Notifications
The Notifications tab contains all system alerts tied to the user. This helps confirm whether the user received card activation messages, policy changes, or system warnings.
Tracking Login Events
The Login Events tab provides visibility into how and when a user accessed the platform.
Key details include:
Time and date of each login.
Status (success/failure).
Device type and OS version.
IP address used.
This information is especially useful when investigating access issues or validating suspicious login attempts.
Reviewing Blocked Merchants
The Blocked Merchants tab lists any merchants that the user is restricted from transacting with. This ensures policy enforcement and prevents unauthorized spending.
Why It Matters
The Employee Helpdesk consolidates everything you need to monitor and support users in one place. Instead of piecing together different logs, admins can quickly:
Validate if a login failure is due to incorrect credentials.
Confirm whether a declined card payment was blocked by internal security.
Review the complete lifecycle of a user’s cards and transactions.
This not only speeds up troubleshooting but also increases transparency for both admins and end-users.