Business Admin User Guide_Company Use

Admin User Guide

Cardholder Search To search for an account from Company Management , perform the following steps: 1. Click on the Company Management icon and then the Search Cardholder icon.

2. The Search Cardholder page is displayed. Enter one or any combination of search options and click Search .

Note: All accounts that you have access to will be displayed in the Cardholder Search Results before you enter the search criteria. Search criteria only needs to be entered if you want to filter down the list. The table below describes the search elements on the Search Cardholder page.

Element

Description

Company hierarchy level Cardholder’s first name. Cardholder’s last name.

Hierarchy

First Name

Last Name

Employee’s ID

Employee ID

Cardholder account user-defined name

Username

When searching by account number, you must enter the full 16-digit credit card number.

Account #

Cardholder’s phone number

Phone Number

Cardholder’s Email address on file in eZCardInfo (MyCardStatement).

Email Address

Cardholder’s social security number.

SSN

Select the status from the drop-down list: All, Open, Closed, Blocked

Status

Select an option from the drop-down list: Equal To, Between, More Than or Less Than. Once you select an option, additional field(s) will display to enter the dollar amount. Select an option from the drop-down list: Equal To, Between, More Than or Less Than. Once you select an option, additional field(s) will display to enter the dollar amount.

Account Balance

Credit Limit

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