Business Admin User Guide_Company Use

Admin User Guide

3. The Add/Modify Group r eview page is displayed. Review the information and click Confirm . 4. A confirmation message is displayed.

Note: The request is transmitted immediately to the institution’s Incoming Messages for the institution to complete the request in BASE2000. This is real time or queued, based on Admin Group and Manage Online Requests for the company.

The table below describes the elements for Add New Group :

Element

Description

Select a company sublevel ID/name from the drop-down list.

Sublevel ID/Name

Type the group’s name. You can click the search icon to search for a group number.

Group ID

Type the group’s description.

Group Description

Select the group type from the drop-down list. Based on your selection, an additional field will appear to select the driver or vehicle. The information entered here by the user is posted to the card processing system as a memo. You can view it in Service View under the Company Inquiry menu, Memo List.

Group Type

Memo

Click this button to remove a Fleet Driver or Vehicle records from the Fleet Group.

Delete Icon

Add / Modify Vehicle (Fleet Only) The Add/Modify Vehicle service request allows the Administrator to enter a new vehicle record for their Fleet program. The driver vehicle can then be used when setting up a cardholder account for that vehicle. To complete the Add/Modify Vehicle online request, perform the following steps: 1. From the Online Requests screen, click on Add/Modify Vehicle .

2. The Add/Modify Vehicle screen is displayed. Complete the required fields and click Submit .

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