Administrator Tasks User guide

Create profiles

As the Card Company Administrator you are the one who interacts with the bank as needed and set up the settings for your organization based on the information gathered during implementation.

As an administrator, you can

• Set up profiles for provisioners, and approvers,
• Set approval thresholds for organization
• Maintain billing address for program
• Provision cards 
• Deactivate cards
• Report on all active cards.

To accomplish these tasks, you will use more than one system

• Web portal- Administrators and provisioners use the web portal to manage the program, set up provisioner and approver profiles, provision new cards and view or edit existing cards     
• Mobile app- Cardholders do all their activity for virtual card in Mobile app. Provisioners can also use the mobile app to deactivate and provision cards.
• Access Online – Admins and provisioners use to view and download reports

When you are designated as a Card Company Administrator, the bank sets up your profile for you with the appropriate permissions.

Once that is completed, you will receive an email with directions on how to load the web portal software and get started in the systems.

If you need more information, see the Set up web portal user guide.

Creating Profiles

Once in the web portal you can create profiles for other users.  You cannot create additional administrative roles, Card Company administrators can only be set up by the bank.

You can set up:

• Provisioners- The role that will create the cards
• Approvers- An optional role if you plan to use approvals for the card requests that meet certain thresholds.

To create a Profile:

• Open the web portal. 
• Click on the User profile menu

You will arrive on the dashboard view. 

Use the roles dropdown to switch from Dashboard to Card Company Administrator view.   

In the Card Company Admistrator view you will find the menu options of:

• User Profile
• Company settings 
• Active cards.

You will land on the User profile menu view by default. You can also click User profile menu if needed.

In the user profile area, you can use search to find other profiles if needed.

Use the Job role field or the Search field to look for already existing profiles.  It is always a good idea to do this first, so you do not accidentally create multiple profiles.

• Click Create new user profile button to start a new profile.

The Create a single-user profile view is visible.

• Enter the person’s information such as name and email.

• Enter the Card ID.  This will be their profile number.  Each number must be unique and is created by your organization. 

A common method of creating the number is to use an abbreviation of your organizational name, and then add a number.

For example, we have used MyOrg999. You can then count down (or up) so the next number could be MyOrg998.  This is the profile number, not a card number.

Tip! Take note that you cannot have any spaces in the Card ID number.

• Enter their Mobile number.

When you input a mobile number, the code +1 will appear. This is the international code that represents North America.

Then enter the 10 digit mobile phone number.

Then you will need to decide if you will want this person to see only the cards they themselves provision, or if they will have access to see all active cards provisioned by anyone.

• Click Yes or No to View all active cards option.

• Select the job role. Options are  Provisioner or Approver (If you are using approvals)

They can have both roles!  Remember, you cannot set up another Card company administrator, that can only be done by the bank.  If you need another administrator set up, contact us.

The provisioner is ready to provision cards, and approvers are able to approve cards to end users immediately.

Once you have selected a job role, the create profile will become active.

Make sure you set the active cards? option first!

• Click Create Profile.

You will receive a confirmation your user profile has been successfully created.

Open existing profiles

If you wish to open any exisiting profiles, return to the User Profile view.

We are already on the User profile tab automatically.

As before, you will use the filters of Job role, or a general Search field to look up the profile.

You will see all the profiles visible for the administrator.

• Select the Job role you wish to view.

Options are:

• Click apply

Here we have selected provisioner.

You can sort a list of active cards by name, or if you know the name of the person, search using that information.

• Enter the name in the search field
• Click Search

The name under the Name column is a link.

• Click the link

The profile opens.

Review the profile information. if you need to make changes,

• Click Edit Profile.

At this time you can only edit job role and view.

What about profiles for cardholders?

You don’t have to create a profile for a card recipient; a profile for the cardholder is created in the background from the cardholder details section when provisioning a card – these profiles are visible in User Profile maintenance.