Create a New User

Create a New User—Field Description

Field

Description

User Credentials

Title

Type the salutation of the new user.

First Name

Type the first name of the new user.

Last Name

Type the last name of the new user.

Phone Number

Type the telephone number of the new user.

Type the email address of the new user.

Email Opt Out

Select the Email Opt Out check box to indicate that the new user can receive email notifications or alerts associated with the Card Management Online account.

Account Locked

Select the Account Locked check box to indicate that the Card Management Online account is locked due to security reasons.

A user account is locked if:

A user tries to log on and enters the password incorrectly x number of times (the number of times a password can be entered incorrectly varies by client)
A user is temporarily locked
A user is automatically locked after the account is unused for a set number of days

Active

Select the Active check box to indicate that the Card Management Online user account is active.

View Full PAN

Select the View Full PAN check box to indicate that the new user can view the 16-digit PAN.

User Account

User Name

Type the name with which the user logs on to Card Management Online.

Password

Type the password associated with the Card Management Online user account.

The password needs to be a minimum of eight characters and contain at least three of the following:

An upper case letter
A lower case letter
A number
A special character
If the password does not meet the requirements, an error message appears and the changes are not saved.

Security Question

Type the security question associated with the Card Management Online user account.

In case the Card Management Online user account gets locked, the contact person must answer the security question to regain access to the account.

Security Answer

Type the answer to the security question.

The security answer is not case‐sensitive.

System Feature

Visible

Select the Visible check box to indicate that the user can view a specific feature associated with the Card Management Online application.

Editable

Select the Editable check box to indicate that the user can modify a specific feature associated with the Card Management Online application.

Feature

Displays the different features available in the Card Management Online user account.

Customer groups

Select the <Name of Group> check box to indicate that this parent customer will appear in the Company Name list at the top of every screen.

Create a New User

To create a new user:

Create a New User—Field Description