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Digital

Springboard Manage

Get a quick introduction to Springboard and its different management functionalities.

Accessing Springboard Manage
Account
Company
Search Company
Company Information
Create New Company
Edit Company
Delete Company
Convenience Checks
Financial Institution
eStatement Errors
Fraud
MyCardInfo
CO-OP
Promos
Secure Exchange
Create New Message
Add Attachments
Secure Exchange Search
Inbox Search Results
Outbox Search Results
Inventory Management
All Stock List
Inventory Status
Stock Information
Management Data
Run Period Usage
Actual Usage
Forecasting
Proof Approval
Plastic Package Detail
Chip Detail
Card Detail
Card Carrier Detail
Plastic Type Reissue Forecasting
New Inventory Enrollment
Reporting
Report Search
Standard Reports
Dynamic Reports
Channel Configuration
Create a New Channel Report
Edit a Report Channel
Remove a Report Channel
Appendices
Reports Technical Requirements and Technical Help
Exporting Text Reports to Excel

Downloadable Version

Click below to access the printer-friendly version.

PDF (Entire Guide)
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CO-OP Financial Services
9692 Haven Ave
Rancho Cucamonga, CA
(800) 782-9042
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