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  1. Custodia
  2. For Admins and Agents

For Admins and Agents

Importing Data

  • Best Practices for Importing and Exporting Data
  • How Do I Know Which File to Upload First?
  • How Do I Bulk Import Employees?
  • How Do I Import Org Teams?
  • How Do I Map Employees to Teams via Import?
  • How Do I Import Activities?
See all 9 articles

User Management

  • How Do I Send the Welcome Email to New Users?
  • Default Teams: How Do They Work?
  • Team Employee Mapping
  • How Do I Create Users?
  • Employee Details - Input Fields and Functions
  • How Do I Terminate Employees?
See all 18 articles

Merchants

  • How Do I Control Merchant Records?
  • What Are the Blocked Merchant Categories?
  • Managing Merchant Groups as a Tenant Admin

Tenant Operations

  • How Can I Upload Custom Images for Activity Templates?
  • How Do I Customize the Custodia Interface?
  • How Can I Disable OAuth For a Tenant?
  • How Do I Order a Card? (Admin Guide)
  • How Do I Update MCC Allow/Block Lists for Tenants?
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