Debit Card Management

Manage alerts screens will show the cards tied to the user at the bottom of the screen, under the Card Alerts section. Click each card for greater detail and alert setup.

When clicking the > to the right of the card, the below screen will appear. To enable card alerts, click the circle to the right of 'Enable alerts for this card' 

By enabling alerts for this card the following screen will populate allowing a customer to select which alert type they’d like to enable

• Approvals
• Denials
• Both

Once Card alert type is set an email address and phone number will need to be entered.Click SAVE

Manage Cards will show the cards tied to the user and if they are in a card on/off status. By clicking the > to the right of the card, you can access greater information, including the ability to manage alerts for that particular card

To set up an alert for the card, click Manage Alerts

When clicking the > to the right of the card, the below screen will appear. To enable card alerts, click the circle to the right of ‘Enable alerts for this card’

By enabling alerts for this card the following screen will populate allowing a customer to select which alert type they’d like to enable

• Approvals
• Denials
• Both

Once Card alert type is set an email address and phone number will need to be entered.Click SAVE

On the Manage Cards Tab, select the card to edit then select Travel Notification.

The Travel Notification window will be displayed.

In the Locations field, enter your final travel destination and anticipated major stops. Each location name will be displayed in a separate box. A maximum of 50 characters is available for the Locations field. If you go beyond 50 characters, the counter will turn red. Select the X displayed by the location or use the Backspace button to remove a location.

Select the Begin Travel Date field, then choose the first date you will be traveling. You will only be able to select a date that is on or after the current date.

Select the End Travel Date field and choose the last date you will be traveling.

Once you have completed these fields, select the Submit Travel Notification button. The Travel Notification Success window will be displayed.

Select Close Window to return to the Card Management Tab. The message “Travel Notification is Active” will be displayed under the Travel Notification section during the travel period (Begin Travel Date - End Travel Date).

From the Manage Cards tab, select the card to edit and select Change PIN.

The Change Card PIN window will display. Enter a new 4-digit numeric PIN, then re-enter the PIN in the designated boxes. 3. When a valid PIN is entered, the Change PIN button will turn green. Select this button to apply the new PIN.

Select Security from the New Alert window.

Select Card PIN Change from Alert Types.

 Select the method and device/email address.

Select Create, and a notification will be sent via the method selected any time the PIN is changed on the card.

From Managed Cards tab and select the card to edit

Under the scheduling section you will find a Enable Automatic On/Off Button.

Click Add New Schedule Action to set the time range. Hit Save Schedule at the bottom of the screen.