The Account Management area is where you add, correct, change, or remove account links.

Managing Accounts

  • Click Administration > Overview >Account Management.

 

  • In the Account Search window, enter the criteria to locate accounts, and then click Search.

Note:

For example, if you want to map new accounts to employees, select Unmapped accounts only in the Account Details section.

 

  • The results screen displays the number of accounts per status for each Account Issuer. To display a list of accounts associated with the status, click the corresponding number.

  • From the list of accounts, click the appropriate icon or link to perform the functions described in the following table.

Icon

Function

Description

View account details

Opens the View and Maintain Account Details window, which displays details such as card address and credit limit. From this window, you can also set the transaction monitoring limit and account delegation.

Map account

Opens the Employee Search window, where you can perform a search and then map a specific employee to the account using the corresponding icon . 

Clear mapping

Clears the account mapping from an employee. A warning message will be displayed. Click OK to complete the process. 

    

Delegate account

Opens the Employee Search window, where you can perform a search and then delegate a card account to a specific employee, using the corresponding icon.