Business Admin User Guide_Company Use

Admin User Guide

Table of Contents Overview.....................................................................................................................................................................4 Commercial Card Overview....................................................................................................................................4 Account Types Overview........................................................................................................................................4 Setting Up Commercial Card Programs .................................................................................................................4 Getting Started ...........................................................................................................................................................5 Setting up your password and security account .....................................................................................................6 Login Authentication ...............................................................................................................................................7 Out of Band Authentication.....................................................................................................................................7 Email and Text Option ......................................................................................................................................... 7 Phone Option .......................................................................................................................................................7 Logging In ..............................................................................................................................................................8 Forgot Password....................................................................................................................................................8 Forgot password and not enrolled in a security account .......................................................................................9 Managing Your Password .....................................................................................................................................9 Navigating eZBusiness.............................................................................................................................................10 Home Page Overview...........................................................................................................................................11 Important Information .........................................................................................................................................11 New Messages...................................................................................................................................................11 To-Do List...........................................................................................................................................................12 Accessing Pages Within eZBusiness ...................................................................................................................12 Site Help ...............................................................................................................................................................12 Changing the Language .......................................................................................................................................1 4 Quick Links ...........................................................................................................................................................1 4 Section Headers ...................................................................................................................................................1 4 Search Filters........................................................................................................................................................1 4 Downloading Lists.................................................................................................................................................1 4 Configure Columns ............................................................................................................................................... 15 Updating Columns Within a List ........................................................................................................................... 15 Company Home Page .............................................................................................................................................. 16 Company Snapshot .............................................................................................................................................. 16 Home Page Quick Links ....................................................................................................................................... 16 Urgent Items ......................................................................................................................................................... 17 Declined Transactions .......................................................................................................................................... 17 Company Activity .................................................................................................................................................. 17 Company Management ............................................................................................................................................ 18 Cardholder Search................................................................................................................................................ 19 Downloading Cardholder Search Results .......................................................................................................... 20 View Account Details ............................................................................................................................................ 20 Important Information ......................................................................................................................................... 21 Account Balance Information ............................................................................................................................. 21 Cardholder Profile .............................................................................................................................................. 22 View Account Credit Limits ................................................................................................................................... . 18

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