Getting Started
Getting Started with VGS CMP
Welcome to the VGS Card Management Platform! This guide will help you quickly set up your sandbox environment and begin managing your accounts.
1. Create a Sandbox Account
Start by creating a sandbox (test) account. This allows you to create your organization and experiment with the APIs without affecting your production environment.
Currently, VGS offers two Dashboard experiences that support Sandbox account creation:
CMP Dashboard: A distinct experience for users of the Card Management Platform, with support for Sandbox account creation, payment credential search, visibility on individual credential details, and configuration of CMP accounts.
Create a Sandbox account through the CMP Dashboard (preferred):
Log in and authenticate to the CMP Dashboard, and confirm that your preferred Organization is selected as the active Organization first - this is the Organization the account will be associated to. You can set your active Org by using the dropdown menu next to the title of the Organization reflected in the upper-left of the dashboard. To manage your Organizations, use the VGS Legacy Dashboard > Vault > Organization settings
Navigate to the 'Accounts' dropdown menu, and select "+ Add account"
Follow the guided experience to create a Sandbox account. Sandbox accounts created through the CMP Dashboard are preconfigured with all available services set to default settings, as applicable.
Once the Sandbox account is created, locate the Tenant ID by navigating to Settings.
VGS Legacy Dashboard: A distinct experience for users of VGS Secure Data products and services, with support for vault/tenant creation, service account creation, access credential creation, notifications, route set up, VGS Collect, vaulting, and more.
Create a Sandbox account through the VGS Legacy Dashboard
Log in and authenticate to the VGS Legacy Dashboard and locate the Vault dropdown in the header. Beneath the name of each Vault (also known as a Tenant), an alphanumeric ID is visible. Note: To change the name of a Vault/Tenant, navigate to VGS Legacy Dashboard > Vault > Vault settings.
Click the "+New" element within the dropdown to initiate the process of opening a new Sandbox account.
Define a name, region, and confirm the Vault/Tenant environment as Sandbox, then click 'Create Vault.'
Once the Vault/Tenant is created, locate alphanumeric Tenant ID and follow the next steps.
2. Set Up Services
Sandbox accounts created within the CMP Dashboard are preconfigured with all available services enabled and set to manual, as applicable.
To create a Sandbox account without pre-configured services, please use the VGS Legacy Dashboard.
Follow these steps to begin managing your accounts:
Locate Your Tenant ID: Identify and record your Tenant ID (also referred to as a Vault Id), which is the unique identifier for your CMP Account.
Select Services: Choose the desired card services from the Account Configuration Options section to tailor your account to your specific needs.
Contact Customer Support: Once you have identified which services you want applied to the Sancbox account, contact [email protected] with your Tenant ID to assist with CMP account creation.
What happens when I'm done testing and ready to take my changes Live?
When you're ready to begin leveraging VGS in your real business environment, use the Go Live option in the VGS Legacy Dashboard to submit the necessary data, agree to our Standard Master Services Agreement, and begin collaborating directly with our customer success team. If you have specific questions about activating an account from Sandbox to Live, reach out to [email protected]
The next section will cover key actions needed to properly authenticate your new account, and ensure credential data flows securely.
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