Working with card protection options

Use these instructions to manage card protection features in Banno People for an end user.

  1. View an end user's profile in Banno People, and then select Permissions.
  2. In the Card management section, select Alerts and protections.
  3. Choose a situation and follow the corresponding steps.
    Situation Steps
    Setting up notifications for all transactions
    1. Find the Notify me on all transactions toggle in the Protections options section.
    2. Select the toggle to turn it on.
    Setting up location-based protections
    1. Select Locations.
    2. Select whether you would like to block international transactions or if you'd like to receive a notification when there are any international transactions.
    Setting up merchant-based protections
    1. Select Merchant types.
    2. For each category of merchant, choose whether to block transactions or to have a notification sent when a transaction is made.
    Setting up transaction-type protections
    1. Select Transaction types.
    2. For each transaction type, choose whether to block transactions or to have a notification sent when a transaction is made.
    Setting spending limits
    1. Select Spending limits.
    2. Complete the fields as desired to set transaction spending limits and alerts.
    3. Complete the fields as desired to set monthly spending limits and alerts.
Parent topic: Card alerts and protections