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CitiManager Site User Guide | Table of Contents
Table of Contents
User Guide Overview .............................................................................2
Document Scope ............................................................................2
Your Access May Vary ..................................................................2
A Note About Navigation .............................................................2
1. Getting Started in the CitiManager Site .......................................3
What is CitiManager? ....................................................................3
Basic Navigation .............................................................................3
Choose Your Language ............................................................... 6
Register as a Non-cardholder .................................................... 6
Log In to the CitiManager Site .................................................... 7
Log Out of the CitiManager Site ............................................... 8
Retrieve Forgotten Username ................................................... 8
Reset Forgotten Password ........................................................10
View a Different Company .......................................................... 11
2. My Profile ........................................................................................... 12
My Profile Overview .................................................................... 12
Update Contact Information ..................................................... 13
View User Roles and Hierarchy ................................................ 13
View Entitlements ........................................................................ 14
Update User Preferences ........................................................... 14
Change Your Password .............................................................. 15
Reset Challenge Questions .......................................................16
Merge Usernames ........................................................................ 16
Change Primary Company.........................................................18
Link a Card Account ....................................................................18
Unlink a Card Account ...............................................................20
Apply for a New Card .................................................................20
Set/Remove Out of Office Backup .......................................... 21
View CitiManager Log In History ............................................ 23
3. Manage Users .................................................................................. 24
View Card Accounts ...................................................................24
View Account Information ........................................................ 25
View Disputes ............................................................................... 26
View/Transfer Cardholder Hierarchy (Single) ..................... 27
View and Attach Account Documents ...................................28
Update Alerts for a Cardholder...............................................30
Emulate Cardholder ................................................................... 32
View and Download Recent Transactions ............................ 33
View and Download Statements ............................................. 35
View Authorizations ................................................................... 36
Dispute a Transaction ................................................................ 37
View/Upload/Delete Transaction Attachments ..................40
Replace Lost/Stolen/Never Received/Damaged Card ....... 41
Perform Account Maintenance ...............................................45
Manage Application and Maintenance Requests
(View Requests) ..........................................................................48
Search for User and View Details ............................................ 51
Reset Registration Details ........................................................ 52
Reset a User’s Password ........................................................... 53
Activate/Deactivate User .........................................................54
Update User — Personal and Contact Details,
User Roles, Hierarchy and Entitlements ...............................55
Assign/Unassign CitiManager – Reporting ..........................56
Assign/Unassign Companies ...................................................58
Print Multiple Statements .........................................................60
Create User .................................................................................... 61
Add CitiManager — Expense Management SSO
(Single Sign On) Access .............................................................64
Notify Citi of Lost or Stolen Card ...........................................65
4. Manage Card Program ..................................................................66
Create New Account Application ............................................66
Run Reports .................................................................................66
Set Passcode and Pre-fill Application Form Data ............... 67
Transfer Hierarchy (Single and Bulk) .....................................69
Download/Upload Bulk Online Applications (BOLA) ......... 70
Download/Upload Bulk Online Maintenance
(BOLM) Requests ....................................................................... 76
Download/Upload the Supervisor List ................................... 81
View Your Hierarchy ..................................................................82
Set Alerts for a Specific Hierarchy .........................................83
5. Resources .........................................................................................84
View and Post Messages ...........................................................84
Upload and Download Documents Using Library ...............85
Search for Non-cardholders ....................................................87
View Frequently Asked Questions .......................................... 87
Access Links & Help .................................................................... 88
6. Web Tools ..........................................................................................89
Access Web Tools (Reporting, Expense Management) .....89
Access the Learning Center .....................................................89
7. Alerts ..................................................................................................90
Set Your Personal Alert Subscriptions .................................90
View Alert Audit Log ...................................................................91
View On-Demand Mobile Alert Commands ........................... 91