Getting Started and Support
How do I get access to Cardata Intelligence
Access to Cardata Intelligence is available as part of an additional SKU. To enable it, your organization must have purchased a plan that includes this feature. Please contact your Customer Success Manager (CSM) to confirm your eligibility and activate access.
Why do I see “There’s nothing to see here” when I log into Cardata Intelligence for the first time?
It likely means you haven’t been automatically assigned to the correct user group yet. This can happen occasionally with new users or first-time logins. To fix it: Try refreshing the page.
If that doesn’t work, reach out to your admin or Customer Success Manager (CSM) to confirm your user group assignment.
Once your access group is properly assigned, dashboards and reports will appear as expected.
Do I need training to get started?
Cardata Intelligence is designed to be intuitive and easy to use, so formal training isn’t required. That said, we offer plenty of support to help you get the most out of it. You can meet with your CSM for personalized guidance or explore our growing library of on-demand Loom video tutorials at your own pace.
Where can I find help or tutorials?
Visit the Cardata Help Centre for guides, tutorials, and answers to common questions. It’s your go-to resource for getting the most out of Cardata Intelligence and other platform features.
Is there a trial environment I can explore?
Not at this time. A trial environment is planned for release after the official launch in July 2025. Stay tuned for updates, we’ll share availability details as soon as it's ready.
Who do I contact if I need help building a report?
If you need assistance creating or refining a report, your Cardata Customer Success Manager (CSM) is your go-to resource. They’re here to help you get the most out of Cardata Intelligence, whether that’s walking you through the report builder, refining your data views, or recommending best practices for your goals.
What support is included in my subscription?
Your subscription to Cardata Intelligence includes multiple layers of support to help you get the most out of the platform:
- Dedicated Customer Success Manager (CSM): Your CSM is your primary point of contact for personalized guidance, reporting support, and best practices.
- Help Center & FAQs: Access step-by-step articles and video tutorials to walk you through key features.
- Community Slack Channel (if applicable): Engage with peers and Cardata team members for quick questions and shared tips.
This support ecosystem ensures you’re covered, whether you prefer self-serve resources or one-on-one help.