Thredd Portal Training

Thredd Portal is our new web application for managing your cards and transactions on the Thredd platform. Using the Thredd Portal, you can configure and control your payment programmes in real-time. Thredd Portal provides a feature-rich dashboard that allows you to view and manage the full lifecycle of your customers’ transactions and card usage.

Please use the links below for more information on Thredd Portal:

View Thredd Portal Demo's

As part of the launch of the portal, we are excited to showcase some of Thredd Portal’s core functionality and improved user interface experience. Below are a list of demo's, with more information.

Click on the demo links to run each demo.

Demo

Description

SSO Log-in to Thredd Portal

Thredd Portal supports Single Sign-On (SSO). See what this might look like for your organisation.

Searching for cards and transactions

Discover the powerful Thredd Portal search functionality and options to customise results using columns and filters. You can export results in CSV format.

Transaction diagnosis

Learn about the intuitive and easy-to-use screens for finding transactions and viewing transaction details. View a rich set of data on each transaction.

Viewing card details

View the intuitive and easy-to-use Thredd Portal screens, which provide a rich set of card details, including: cardholder information, 3D Secure settings, tokenisation (digital wallet) settings and card level configuration.

Card actions

Learn about how perform actions on a card in real-time, such as balance adjustments, changing card status and editing cardholder details. Learn how to add notes and view previous actions performed on the card, using the card history.

Compare Smart Client and Thredd Portal

Smart Client is our legacy Windows-based card and transaction management application, installed as a desktop application, which has been in use for over ten years. While it provides a powerful and feature-rich set of options, the user experience can be clunky. Thredd Portal is a modern web-based application offering several enhancements:

  • Improved user experience

  • Web-based access

  • Secure and simple Single Sign On (SSO) through your organisation's Identity Provider

  • Improved Search

The table below compares Smart Client and Thredd Portal functionality, outlining some of the key benefits of using Thredd Portal.

Option

Smart Client (Legacy)

Thredd Portal Card & Transaction Management (New)

System access and user interface

Windows-based application. The look and feel and navigation for sub-menus is outdated. The desktop client application must be installed on the user's machine.

 

Browser-based. Web interface which reduces on-boarding time with a modern user experience and layout.

Secure access and user provisioning

The user enters a username and password to log in. Users must be on the Thredd VPN to access.

Usernames and passwords are manually provisioned.

 

Access through your organisation's Single-Sign On (SSO), without requiring a username and password.

Centralised user access management enabled by Thredd's Secure Connectivity Framework.

 

Search

Powerful but dated SQL query builder. Limited to 200 search results.

The modern and easy-to-use interface offers ‘Advance Search’ functionality for more detailed queries. No longer limited to 200 responses.

Viewing data

Viewing data on legacy screens.

 

Modern look and feel with intuitive design. Enhancements include column sort which enables users to prioritise how they want to view their data.

 

Card actions

View and manage cards on legacy screens.

 

View and manage cards on modern and easy-to-use screens.

Transaction actions

View and manage transactions on legacy screens.

 

View and manage transactions on modern and easy to use screens.

 

User Roles & Access on Thredd Portal

Thredd Portal enables you to self-service your user roles and permissions, assigning multiple roles which combines the level of access provided to users.

Action / Role

Manager

 Read Only

Card Operations Specialist

Card Configuration Manager

Card Balance Manager

Transaction Search & View

ü

ü

ü

ü

ü

Remove auth

ü

-

ü

-

-

Card Search & View

ü

ü

ü

ü

ü

Balance adjustment

ü

-

-

-

ü

Card Load/Unload

ü

-

-

-

-

Change card status

ü

-

ü

-

-

PIN & CVC2 services

ü

-

ü

-

-

Edit cardholder details

ü

-

-

-

-

Edit card configurations

ü

-

-

ü

-

Extend Thredd Expiry Date

ü

-

ü

-

-

Activate a Card

ü

-

ü

-

-

Balance Transfer

ü

-

-

-

ü

View the Thredd Portal Documentation

Find out more about Thredd Portal using our comprehensive technical documentation:

Next steps: How to Enable Thredd Portal

Ready for the next steps?

  1. Contact your Thredd account manager or implementation manager to schedule your migration.

  2. Read the Thredd Portal Migration FAQs below, for further information.

Thredd Portal Migration FAQs

This section is relevant to clients migrating from Smart Client to Thredd Portal.

The Migration Process

Q. How long will the migration take?

A. Migration normally takes a few days to complete. This requires setup steps, which Thredd will complete, but also requires details from your organisation.

Q. Can we continue to use Smart Client during the migration period?

A. Yes, you can continue to use Smart Client during the migration process.

Q. Will our existing Smart Client users be set up on Thredd Portal?

A. Thredd Portal is been designed with self-service in mind. Users can enter their email and be provisioned on Thredd Portal by the User Admin role within your organisation. You are in control of who has access to which roles within Thredd Portal.

Secure Access

Q. How do I set up SSO access?

A. You will need to configure secure access to Thredd Portal using Thredd's Identity Provider (IDP). The steps are as follows:

  1. Thredd adds a User Admin for your organisation to the Identity Provider.(Your organisation must provide Thredd with the User Admin name and email details).

  2. Your organisation's User Admin then assign roles and add users in the Identity Provider.

For more information, see the Connecting to Thredd guide.

A member of our Engineering Security Team will be able to support you during your SSO integration, however, the process has been designed to be completed with minimal setup.

Q. Do you provide a username and password alternative to SSO?

A. No, clients connect to Thredd Portal using Single Sign On (SSO).

Features and Functionality

Q. Does Thredd Portal provide the same functionality and fields as Smart Client?

A. Thredd Portal has been designed with the same ‘Cards and Transaction’ functionality as Smart Client. Thredd Portal has a much improved user interface which is intuitive and easy to learn — making finding the necessary information simple, and making it easy to onboard new users.

For comprehensive online documentation, see the Thredd Portal: Card and Transaction Management Guide.

User Administration

Q. Are there any differences in roles and permission options on Thredd Portal?

A. Thredd Portal offers five user roles with access to Thredd Portal features. This provides you with all the users roles and permissions to be able to access Thredd Portal functionality. For details, see the see the Thredd Portal: Card and Transaction Management Guide.

Training

Q. Can you provide further training for our staff members?

A. Thredd Portal has been designed with users in mind — which makes it easy and intuitive to access and learn. It should not require additional training. Additional information on Thredd Portal is available here: