 |
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
With Authorized Access, you can designate trusted individuals to access your Business
Card accounts. Let a business partner or employee pay balances, monitor account
activity, view Expense Management Reports online, and perform tasks on your Card
account so you can focus on your business. Whether you grant an Account Manager the
ability to perform transactions on your account or give an Account Agent the right to view
your account details, Authorized Access is the only way to allow you to get assistance with
managing your Card account, while ensuring your account remains secure.1,2,3
|
|
|
|
|
|
|
|
|
An Account Manager has broad access to your Business Card account, including
telephone and online access and the ability to make transactions on your behalf.
|
|
|
|
|
|
|
Who is a good candidate for Account Manager access?
|
|
|
|
|
|
|
|
|
|
|
|
Your Financial Manager:
Giving a financial manager access to your account allows them to take over the day-to-day management of your Business Card account.
|
|
|
|
|
|
High-level Managers:
Providing Account Manager access to partners and stakeholders allows them to pay bills and dispute transactions, as necessary.
|
|
|
|
|
|
Office Staff:
A trusted employee, like your administrative assistant, can add services and view Expense Management Reports, saving you time and effort.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
An Account Agent has limited access to your Business Card account, and can check your
balance and view your statement, but cannot perform transactions. This level of access
makes sharing your business’s budgeting, purchasing, and order fulfillment tasks with an
accountant, business investor, or office manager safe and easy, while ensuring that you
remain the only one who can make changes to your account.
|
|
|
|
|
|
|
|
|
|
|
|
|
What level of access do you want to give?
|
|
| |
|
|
|
| Cardmember Privileges |
|
Account Manager |
|
Account Agent |
|
Additional Cardmember w/o Authorized Access |
|
|
|
|
|
|
|
|
|
|
| Monitor account details |
|
 |
|
|
|
|
|
|
| View statement activity |
|
|
|
|
|
|
|
|
| Pay the bill |
|
|
|
— |
|
Their balance only |
|
|
| Add services |
|
|
|
— |
|
— |
|
|
| Manage the account |
|
|
|
— |
|
— |
|
|
| Manage Account Agents |
|
|
|
— |
|
— |
|
|
| View Expense Management Reports |
|
|
|
|
|
— |
|
|
| Apply for a new Card |
|
|
|
— |
|
— |
|
|
| Activate a Card |
|
— |
|
— |
|
Own Card only |
|
|
| Change ATM PIN |
|
— |
|
— |
|
Their own PIN |
|
|
|
|
|
What level of access do you want to give?
|
|
| |
|
|
|
| Cardmember Privileges |
|
Account Manager |
|
Account Agent |
|
Additional Cardmember w/o Authorized Access |
|
|
|
|
|
|
|
|
|
|
Monitor account details
- View Card activity
- Verify available credit
- Request an interest rate change
- Inquire about Card benefits
|
|
|
|
|
|
|
|
|
View statement activity
- Ask about the minimum due
- Review payments
- Dispute a charge
|
|
|
|
|
|
|
|
|
| Pay the bill |
|
|
|
— |
|
Their balance only |
|
|
Add services
- Order Additional Cards
- Replace a Card
|
|
|
|
— |
|
— |
|
|
Manage the account
- Change a mailing address
- Add an alternate mailing address
- Change statement delivery options
|
|
|
|
— |
|
— |
|
|
| Manage Account Agents |
|
|
|
— |
|
— |
|
|
| View Expense Management Reports |
|
|
|
|
|
— |
|
|
| Apply for a new Card |
|
|
|
— |
|
— |
|
|
| Activate a Card |
|
— |
|
— |
|
Own Card only |
|
|
| Change ATM PIN |
|
— |
|
— |
|
Their own PIN |
|
|
| Bold indicates that the function can be performed online. |
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
Log in to set up an Account Manager or Agent.
|
|
|
|
|
|
 |
|
|
|
|
|
|
Log in to manage existing Account Managers and Agents.
|
|
|
|
|
|
|
|
