Business Admin User Guide_Company Use

Admin User Guide

To download the list, perform the following steps: 1. From the View Credit Lines page, click the Download icon.

2. Click on the format option that you want and save the file to a specified location on your computer.

Online Service Requests Service Requests are requests made by Company Admin Users to FI Admin Users to take specific action on a cardholder’s account. Service requests may be queued or real-time. Real-time requests are processed by the system immediately, and queued requests are directed to the FI’s Incoming Messages queue for further action. Updates or change requests can be sent by an administrator using the Online Request feature. There are several types of service requests, as described in the table below. IMPORTANT! ➔ Some online requests only display to a user if the permissions have been set to include the request types set up by the financial institution. ➔ Depending on your security settings, you may or may not see all the options shown in this Guide.

Multiple Accounts Allowed

Request Processing

Bulk Processing

Service Request Type

Description

Allows a cardholder cash access up to a specified percent of their credit limit.

Queued

Yes

No

Add Cash Access

Add New Cardholder Request

Creates a new cardholder account.

Real-time / Queued

No

Yes

Add or remove PIN access on an account. A PIN mailer is sent to the cardholder’s address.

Queued

Yes

No

Add PIN Access

Address and Phone Change Card Activation Request Card Replacement Request

Submit an address and/or phone number change.

Real-time / Queued

Yes

Yes

Activate a card.

Real-time / Queued

Yes

Yes

Orders a replacement credit card for a commercial/business cardholder.

Real-time / Queued

Yes

Yes

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© 2018 Fidelity National Information Services, Inc and its subsidiaries. All rights reserved worldwide. This document is protected as a trade secret and under the copyright laws as the property of Fidelity National Information Services, Inc. Copying, reproduction, or distribution to third parties is strictly prohibited. Admin User Guide v1