Did you know your cardholders can download the CitiManager App to manage their Citi Commercial Card on the go? Cardholders can view their pin, check their credit limit, make a payment and more with the app! The app is available on the App Store and Google Play.
From the CitiManager Site side navigation bar, position your mouse over the Manage Card Program icon and click the Bulk Hierarchy Transfer link.
The Bulk Hierarchy screen displays.
Select the radio button for the receiving hierarchy where the accounts will be transferred. Click the (+) plus sign icon to expand the hierarchy.
Click the Transfer Hierarchy button.
The Hierarchy Transfer — Search screen displays.
To perform a search, type the desired search criteria in the Card First Name, Card Last Name or Card Number fields and click the Search button.
Note: To perform an advanced search using the Bill Type, Country, Username, Hierarchy Name, Hierarchy Unit or Name Line 1 fields, click the More Options button.
To search for users at a specific hierarchy level, click the Lookup Hierarchy link. If necessary, click the (+) plus sign icon to expand the hierarchy. Select the checkbox for the desired hierarchy and click the Select button.
The search results display at the bottom of the screen.
Note: To sort the results by the Card Number, Username, Card Name, Status or Bill Type columns, click the column header name.
From the Card Number column, select the radio button for the card account you wish to transfer and click the Add Account for Transfer link.
A confirmation message displays at the top of the screen indicating the account has been added to the list of accounts to be transferred.
To add additional accounts to be transferred (in bulk), repeat Step 5 for each account to be transferred. When you are finished, continue to Step 7.
When all accounts have been added, click the Continue button.
The Transfer Hierarchy Recap screen displays.
Verify the accounts selected for transfer, and click the Continue button.
Click the OK button.
The Transfer Hierarchy History screen displays.
From the CitiManager Site side navigation bar, position your mouse over the Manage Users icon and click the Card Accounts link.
The Search screen displays.
To narrow your search, type the desired search criteria in the Card First Name, Card Last Name or Card Number fields and click the Search button.
Note: To perform an advanced search, click the More Options button.
To search for users at a specific hierarchy level, click the Lookup Hierarchy link. If necessary, click the (+) plus sign icon to expand the hierarchy. Select the checkbox for the desired hierarchy and click the Select button.
The search results display at the bottom of the screen.
Note: To sort the results by the Card Number, Username, Card Name, Status or Employee ID columns, click the column header name.
From the Card Number column, click the link for the card account you wish to view.
The Card Details screen displays the card overview including the current balance, credit limit, payment history, links to recent and previous statements, aging of balance information and the card contact information.
From the Card Information section header, click the Edit link.
The Form Details screen displays.
Scroll down on the Form Details screen to find TEMPORARY CREDIT LIMIT, TEMPORARY CREDIT LIMIT START DATE, and TEMPORARY CREDIT LIMIT END DATE and update information as needed.
Once you have entered the temporary credit limit amount as well as a start and end date, click Submit.
From the CitiManager Site side navigation bar, position your mouse over the Manage Users icon and click the Card Accounts link.
The Search screen displays.
To narrow your search, type the desired search criteria in the Card First Name, Card Last Name or Card Number fields and click the Search button.
Note: To perform an advanced search, click the More Options button.
To search for users at a specific hierarchy level, click the Lookup Hierarchy link. If necessary, click the (+) plus sign icon to expand the hierarchy. Select the checkbox for the desired hierarchy and click the Select button.
The search results display at the bottom of the screen.
Note: To sort the results by the Card Number, Username, Card Name, Status or Employee ID columns, click the column header name.
From the Card Number column, click the link for the card account you wish to view.
The Card Details screen displays the card overview including the current balance, credit limit, payment history, links to recent and previous statements, aging of balance information and the card contact information.
From the Card Information section header, click the Edit link.
The Form Details screen displays.
Scroll down on the Form Details screen to find CARD ACTIVE START DATE and CARD ACTIVE END DATE. Enter dates of your choice.
Once you have entered an active start and end date, scroll down and click Submit.
From the CitiManager Site side navigation bar, position your mouse over the Manage Card Program icon and click the Manage MCCG Template link.
The Manage MCCG Template screen displays.
In the available search fields, enter your search criteria and click the Search button.
Note: For additional search options, click the More Options button. To view all MCCG templates, you can click the Search button without entering any search criteria.
The search results display at the bottom of the screen.
Select the radio button next to the applicable MCCG template.
Click the View MCCG Template button.
The View MCCG Template screen displays.
When you are finished viewing the MCCG template, click the Back button.
The Manage MCCG Template screen displays.
From the CitiManager Site side navigation bar, position your mouse over the Manage Card Program icon and click the Manage MCCG Template link.
The Manage MCCG Template screen displays.
From the Search: Manage MCCG Template header, click the Create MCCG Template link.
The Create MCCG Template screen displays.
In the MCCG Template Name text field, type the MCCG template name.
Click the checkbox next to the applicable MCCs.
Note: You can also search for MCCs using the Look UP MCC Group search field.
Once the MCC template is complete, click the Save button.
A confirmation message displays.
Click the OK button.
The Manage MCCG Template screen displays.
From the CitiManager Site side navigation bar, position your mouse over the Manage Card Program icon and click the Manage MCCG Template link.
The Manage MCCG Template screen displays.
In the available search fields, enter your search criteria and click the Search button.
Note: For additional search options, click the More Options button. To view all MCCG templates, you can click the Search button without entering any search criteria.
The search results display at the bottom of the screen.
Select the radio button next to the applicable MCCG template.
Click the Modify or Copy of Selected Template link.
The Modify or Copy of Selected Template screen displays.
In the MCCG Template Name text field, type the applicable MCCG template name.
Select the checkbox for the applicable MCCs.
Once the MCCG template is complete, click the Save button.
A confirmation message displays.
Click the OK button.
The Manage MCCG Template screen displays.
From the CitiManager Site side navigation bar, position your mouse over the Manage Users icon and click the Card Accounts link.
The Search screen displays.
To narrow your search, type the desired search criteria in the Card First Name, Card Last Name or Card Number fields and click the Search button.
Note: To perform an advanced search, click the More Options button.
To search for users at a specific hierarchy level, click the Lookup Hierarchy link. If necessary, click the (+) plus sign icon to expand the hierarchy. Select the checkbox for the desired hierarchy and click the Select button.
The search results display at the bottom of the screen.
Note: To sort the results by the Card Number, Username, Card Name, Status or Employee ID columns, click the column header name.
From the Card Number column, click the link for the card account you wish to view.
The Card Details screen displays the card overview including the current balance, credit limit, payment history, links to recent and previous statements, aging of balance information and the card contact information.
From the Card Information section header, click the Edit link.
The Form Details screen displays.
Scroll down on the Form Details screen to find MAILING ADDRESS LINE (1,2, and 3), MAILING CITY, MAILING COUNTRY, MAILING STATE, and MAILING POSTAL CODE and update information as needed.
Once you have entered updated information, click Submit.
From the CitiManager Site side navigation bar, position your mouse over the Manage Users icon and click the Account Maintenance link.
Note: You can also click the Account
Maintenance link from the Card Details
screen.
The Account Maintenance — Search screen
To close or open an account, from either the Spending Controls or Cardholder- Demographics section (based on your company setup), select the Closed or Open status from the Account Status drop-down list.
NOTE: If you need to add comments to explain the reasons for account changes, enter them in the Account Comments field on the maintenance form. You can enter a maximum of 500 characters in the field. You can view previous comments by clicking the View History button.
From the CitiManager Site side navigation bar, position your mouse over the Manage Users icon and click the Account Maintenance link.
Note: You can also click the Account
Maintenance link from the Card Details
screen.
The Account Maintenance — Search screen
To order a replacement card, select the checkmark in the Order a Replacement Card section.
Select the address to which you want the replacement card to be.
