CitiManager Site User Guide - United States Department of Commerce

CitiManager? Site User Guide

GSA SmartPay? Non-cardholder End-to-End User Guide

December 2021

Treasury and Trade Solutions

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 Self-Register as a Non-cardholder............................................ 6 Log In to the CitiManager Site.....................................................7 Log Out of the CitiManager Site................................................ 8 Retrieve Forgotten Username.................................................... 9 Reset Forgotten Password.........................................................10 View a Different Company (Agency/Organization)............... 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............................................................ 15 Change Your Password............................................................... 15 Reset Challenge Questions........................................................ 16 Merge Usernames......................................................................... 17 Change Primary Company (Agency/Organization)............. 18 Link a Card Account..................................................................... 19 Unlink a Card Account................................................................20 Apply for a New Card................................................................... 21 Set/Remove Out of Office Backup.......................................... 22 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 Update Alerts for a Cardholder............................................... 28 Emulate Cardholder....................................................................30 View and Attach Account Documents.................................... 32 View and Download Recent Transactions.............................34 View and Download Statements.............................................. 36 View Authorizations.................................................................... 37 Dispute a Transaction.................................................................38 View/Upload/Delete Attachments........................................... 41 Replace Lost/Stolen/Never Received/Damaged Card....... 43 Perform Account Maintenance................................................48

Update Multiple Accounts..........................................................50 Manage Application and Maintenance Requests (View Requests)............................................................................ 51 Search for User and View Details............................................54 Reset Registration Details.........................................................56 Reset a User's Password............................................................ 57 Activate/Deactivate User..........................................................58 Update User -- Personal and Contact Details, User Roles, Hierarchy and Entitlements................................59 Assign/Unassign Companies (Agency/Organizations)....... 61 Assign/Unassign CitiManager -- Reporting........................... 63 Print Multiple Statements..........................................................65 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 ....................................................................................... 77 Download/Upload the Supervisor List...................................82 View Your Hierarchy...................................................................83 Set Alerts for a Specific Hierarchy..........................................84 Manage MCCG Templates..........................................................85 Create New Hierarchy Unit........................................................ 87 View Additional Requests..........................................................88 Create New Corporate Account ..............................................88 Maintain Corporate Account.....................................................89

5. Resources..........................................................................................90 View and Post Messages............................................................90 Upload and Download Documents Using Library................. 91 Search for Non-cardholders..................................................... 93 View Frequently Asked Questions........................................... 93 Access Links and Help................................................................94

6. Web Tools...........................................................................................95 Access Web Tools (Transaction Management, Reporting)..................................95 Access the Learning Center......................................................95

7. Alerts................................................................................................... 97 Set Your Personal Alert Subscriptions.................................. 97 View Alert Audit Log...................................................................98 View On-Demand Mobile Alert Commands...........................98

CitiManager Site User Guide | User Guide Overview

User Guide Overview

Document Scope The CitiManager? Site End-to-End User Guide for Non-cardholders provides detailed step-bystep instructions for all CitiManager Site functions available to Non-cardholders. Screen captures in this guide contain dummy data for personal information and it is used for illustrative purposes only. For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. Your Access May Vary The functions to which you have access are based on your role and entitlements. You may not have entitlements for all the functions described in this User Guide. Some fields are defined at the agency/organization level so there may be variances in what is described in this User Guide based on your agency/organization's setup. A Note About Navigation Most step-by-step instructions in this user guide assume you are already logged into the CitiManager Site. Refer to the Log In to the CitiManager Site topic for the steps required to log in. Unless otherwise noted, the step-by-step instructions begin from the CitiManager Site Home screen.

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CitiManager Site User Guide | 1. Getting Started in the CitiManager Site

1. Getting Started in the CitiManager Site

What is CitiManager? Description The CitiManager Site is a powerful online tool that allows Non-cardholders to efficiently manage their card programs. Depending on your agency/organization's setup, you will be able to: ? View accounts, statements, balances and transactions ? Dispute transactions ? View authorizations/declines ? View, approve or reject application and maintenance requests ? Perform account maintenance ? Activate and deactivate users ? Assign applications and agency/organization ? Set passcodes ? Manage alerts ? Manage your profile ? Access on-demand training resources in the Learning Center Basic Navigation Description After you log in to the CitiManager Site, the Home screen displays. The Home screen acts as a dashboard and displays a high level metric summary of your program -- including outstanding requests, accounts overdue, total credit remaining, number of unactivated cards and recent activity at your hierarchy level. You can also view a list of application and maintenance requests. Use the navigation options from the header and the side navigation bar as well as quick links to navigate to additional program information and preferences.

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CitiManager Site User Guide | 1. Getting Started in the CitiManager Site

Home Screen -- Basic Navigation

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Home Screen

Descriptions

Header Section

1. Click the Chat With Us icon to open a chat window with a Helpdesk representative.

2. Click the Contact Helpdesk link to contact the Helpdesk for assistance.

3. If you have both Cardholder and Noncardholder access to the CitiManager Site, you can toggle between both accounts using the drop-down list that displays in the top-right corner of the screen.

4. Your agency/organization name displays at the top of the screen. If you have access to more than one agency/organization, you may select another one using the drop-down list.

5. Click the My Profile link to access or modify your profile details.

6. Click the Sign Out link to log out of the CitiManager Site.

7. The Envelope icon allows you to view the Message Board.

Screen Components Section

8. From the search field, you may perform a search by typing a name or card account number, and then select an action from the drop-down list such as Card Accounts, View Requests or User Search.

9. The Outstanding Requests dashboard tile displays the number of requests that are pending approval when an approval workflow is used by your agency/organization. This includes any application or maintenance requests.

10. The Accounts Overdue dashboard tile displays the number of accounts that are currently past due. The number of accounts displayed is recent from the previous cycle. This applies to individually billed programs only.

11. The Total Credit Remaining dashboard tile displays the total remaining credit for the hierarchy assigned to you.

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