Business Admin User Guide_Company Use

Admin User Guide

View Virtual Account Security Data Security data for virtual accounts is needed to make online or mail order transactions. To complete the View Virtual Account Security Data online request, perform the following steps: 1. From the Online Request page, enter the virtual account name and click the View Virtual Account Security Data online request.

2. The View Account Security Data screen is displayed. Click Submit .

3. A Successfully Submitted message will display and the full 16-digit account number, expiration and CVV2 is displayed.

Note: This Online Service Request only appears for institutions with Virtual Accounts, admins with access, and only for Virtual accounts.

Fleet Records

IMPORTANT! ➔ The following sections support fleet accounts only.

When a new account is added to a Fleet program, it must be associated to a Driver, Vehicle, an/dor Group record. The Company Admin must set up Driver, Vehicle, and Group records prior to completing the Add New Cardholder Account request to add an account to a Fleet program.

Add / Modify Driver (Fleet Only) The Add/Modify Driver service request allows the Company Administrator to enter a new driver record for their Fleet program. The driver record can then be used when setting up a cardholder account for that driver.

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