Business Admin User Guide_Company Use

Admin User Guide

2. The Add New Cardholder page is displayed. Complete all the necessary fields on the page.

Note: ➢

Some toggles open additional fields once they are selected.

➢ The Home Phone field should contain the phone number to best contact the cardholder.

➢ The Add Driver and Add Vehicle Online Requests must be completed before the Fleet Account Details section can be completed . Enter the Fleet ID field value from the Driver or Vehicle record. 3. Type in the Memo field to post questions or comments about the request and click Submit .

Note: The information entered in the Memo box, if configured for real time processing, will not be reviewed by the financial institution. 4. The review page is displayed. Review the information and click Confirm . Note: You can click Edit to return to the Add New Cardholder page and enter the new information. 5. A Successfully Submitted notification will appear. The table below describes the elements of the Add New Cardholder page:

Element

Description

Displays the unique number and name assigned to sublevels set up for the company. Select a company sublevel ID/name from the drop-down list where the cardholder is located.

Sublevel ID

Select the product/sub-product from the drop-down list.

Product

Product Details Section PIN Access

Click to issue a PIN for the account. Note: This field does not display if the company is not set up for cash access.

Type the total amount of approved credit for the cardholder account.

Credit Limit

Select a code from the drop-down list that defines the type of account added. If the institution has a default Type Processing set up on the card processing system, the field defaults to that value and cannot be changed.

Type Processing

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