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Online Card Management Administration Guide

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Online Card Management Administration Guide CentreSuite Online Card Management Administration Guide Purpose and Audience This guide is intended for Bank Administrators. This guide describes card management features and provides procedures for setting up and managing accounts, users, sites, and system settings. NOTE: Not all sections of this guide are applicable to Regions clients using the CentreSuite online card management platform. Online Card Management Administration Guide ii Copyright ©2018, Total System Services, Inc. All rights reserved worldwide. The information in this document is confidential and proprietary and is distributed to TSYS clients for their exclusive use in operating TSYS applications. It may not be reproduced in any form without prior written permission from TSYS, One TSYS Way, Columbus, GA 31901-4222. Total System Services, Inc.® and TSYS® are federally registered service marks of Total System Services, Inc. in the United States. Total System Services, Inc. owns a number of service marks which are registered in the United States and in other countries. All other products and company names are trademarks or registered trademarks of their respective companies. DRAFT Table of Contents iii About this guide . 1- 1 What is Online Card Management? . 1- 1 Using this guide with your Online Card Management application . 1- 1 Who should read this guide? . 1- 1 What is an administrator? . 1- 2 Using online help to find information . 1- 3 Log On and Self-Register . 2- 1 Log on to Online Card Management . 2- 1 Register to use Online Card Management . 2- 3 Change your password . 2-10 Edit your personal information . 2-12 Unlock your account or reset your password . 2-13 View or change your PIN . 2-18 Set Up and Maintain Sites . 3- 1 Real-time functionality . 3- 1 Search for a site . 3- 2 Maintain a site . 3- 3 Access the Site Setup page . 3- 4 Logon Info . 3-14 Modules . 3-18 Site templates . 3-33 Manage cycles for a site . 3-45 User security profiles . 3-49 Approval profiles . 3-55 Home page messages for a site . 3-61 Customize and brand the site interface . 3-65 Email templates . 3-69 Manage broadcast email notifications . 3-73 Setting Up Allocation . 4- 1 Define fields and setting properties . 4- 4 Create and assign valid codes . 4-15 Set default allocations . 4-32 Create and Modify Users . 5- 1 Create a user . 5- 1 User access permissions . 5- 8 Search for existing users . 5-16 Modify a user . 5-20 Import multiple users . 5-24 Online Statements . 6- 1 Manage your account . 6- 1 View an account summary . 6- 1 Online Card Management Administration Guide All rights reserved worldwide TSYS Proprietary Notice DRAFT Table of Contents iv View a transaction list . 6- 3 View account statements . 6- 7 View authorizations and declines . 6-13 Manage Accounts . 7- 1 Search for accounts . 7- 1 Create a new account or modify account information . 7- 7 Temporary Credit Limit controls . 7-22 Manage program change requests . 7-38 Maintain Card Models . 7-46 Account alerts . 7-50 Use Reports . 8- 1 Processor reports . 8- 1 Standard reports . 8- 7 Save and download reports . 8-10 Reports Dashboard . 8-11 Work with Mappers . 9- 1 Create Mappers . 9- 1 Use Mappers in Online Card Management . 9-16 Manage mappers as a bank administrator . 9-23 Schedule Tasks . 10- 1 Schedule a report . 10- 1 Schedule a mapper . 10-11 View scheduled task information . 10-19 Make payments online . ..
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