AgentWorks Administrator and Manager User Guide - Release 12.5

Size: px
Start display at page:

Download "AgentWorks Administrator and Manager User Guide - Release 12.5"

Transcription

1 AgentWorks Administrator and Manager User Guide - Release 12.5 March 21, MoneyGram InternationalAll rights reserved.

2 Table of Contents Registration Overview Initial Log In AgentWorks Register a PC (User) Registering a Computer (Administrator) Create Users Edit User Profile App Configuration Editing Partner Setup Updating or Unregistering a Computer Edit and Unregistering Multiple Computers (Mass) Address Validation Schedule Alerts Using Dashboards Security/Password Resets PIN Setting Partner Setup Threshold Approvals MoneyGram International, Inc. i

3 Registration Overview The Registration process refers to the steps that must complete in order for an agent to start using the MoneyGram system. The process is broken out in steps performed by both the user and the Administrator. Step 1. You will receive a request from your Administrator to log in to the personal computer (PC) where you will perform your daily tasks. This is called Fingerprinting or registering your computer. (See Initial Log In topic in this user guide.) Step 2. The Administrator completes the registration. Step 3. Once the final steps by the Administrator are completed the agent is notified to start using the MoneyGram system. Important: In some cases a Managers approval of new users to the system and updates to existing user profiles is required MoneyGram International, Inc. 2

4 1. Initial Log In AgentWorks Register a PC (User) The initial log in to AgentWorks requires each user to perform a Registration for their computer. This registration records the user s profile with the AgentWorks software. Before you begin: The Administrator has created your user profile. Once you receive notification to begin, follow the steps below to register your PC. 1. Open a Web browser to access the AgentWorks web address provided by your system administrator. Select your country and language on the Welcome page. Click Sign In. Tip: You can update the language at any time by selecting Language from the gear icon. Figure 1: Select Language 2. Sign in to AgentWorks with the user login and password details provided by your system administrator. Click Sign In. Figure 2: AgentWorks Log in 2012 MoneyGram International, Inc. 3

5 Upon initial log in verify your name in the upper right corner. Click the here link to register your computer. 3. Enter a computer name to associate with your computer and select the location ID from the list. Figure 3: Registration link Click Register. Note: When naming your computer think of something useful to associate with it with, for example POS #4 or Backoffice PC. Figure 4: Computer registration 4. Click OK. To complete the registration contact your system administrator with the computer name you assigned and your location ID. Figure 5: Registration Success 2012 MoneyGram International, Inc. 4

6 Once the Administrator completes the registration process you will be notified you are able to log in and perform MoneyGram transactions. You will be prompted to change your password. Type your new password in the fields provided. Click Submit. Figure 6: Password reset 2012 MoneyGram International, Inc. 5

7 2. Registering a Computer (Administrator) The Registration process includes several steps performed by both the Administrator and the Operator. In this topic, (Step 2 above), we will cover the steps for the local Administrator to complete the PC Registration following the Initial Log in by the user. Ensure the following two steps have been performed before you begin. 1. New user was created NOTE: Manager approval may be required when creating a new user 2. Fingerprinting (registration) of the PC performed by the user Computers are registered for security reasons. A computer must be registered in order for the user to perform transactions. All computers are given a name and the computer name is part of the registration process. This ensures that only authorized computers may perform transactions at the location. 1. From the POS registration app click Launch. Figure 7: POS Registration app 2. Click Register a computer from the Computer registration options. Figure 8: Computer Registration Options 2012 MoneyGram International, Inc. 6

8 3. Place a checkmark next to the users store ID (location) and select the computer name from the drop down list. Figure 9: Office information 4. Place a check in the computer activity type box for the intended use for this computer and highlight the MoneyGram POS number. Click Register. Note: Transactional activity includes MoneyGram Send and Receive transactions and similar activities and is typically in or near the front of the servicing location. Figure 10: Computer information 5. A onetime password is sent to your registered address (administrator). Note: Be sure to check your spam or junk folder if you do not see the in your inbox. Type the password in the password field and click Continue. Figure 11: Password entry 2012 MoneyGram International, Inc. 7

9 6. Following the registration confirmation notify the user that their computer has been authorized and they are now able to perform AgentWorks transactions. Figure 12: Confirmation 2012 MoneyGram International, Inc. 8

10 3. Create Users Creating a user profile is the first step for getting users set up and performing MoneyGram transactions. Use the User setup app to create the user profile and assign the user permissions. A user is often created at the time of the PC registration. 1. From the User setup app click Launch. Figure 13: User setup app 2. Click Create New on the user search screen. Figure 14: User Search 2012 MoneyGram International, Inc. 9

11 3. Enter the user s basic information and password information. Note: The system auto fills the user ID but this can be overwritten. 4. Select and assign the user role by highlighting the role and using the arrows to move the role to the Chosen role(s) box. 5. Place a check in the Manager Approval needed for User Changes if this applies. Roles can be removed by clicking the role and using the arrows to move it back to the Available roles box. Users assigned an Administrator role can access the administrator dashboard apps to perform Admin functions. Users assigned a Manager role can access the manager dashboard and apps used for approvals and reports. Users with an Operator role can access the operator dashboard and apps used to perform transactions. 6. Select the location(s) where the user is able to perform transactions. Figure 15: User Information 7. Click Show [+] to show optional fields. 8. Enter optional information, including individual threshold information if it applies for the user. Note: Individual threshold amounts override the transaction thresholds set at the location level; individual limits cannot exceed the limits set by MoneyGram. 9. Click Save when finished. Figure 16: Optional fields 2012 MoneyGram International, Inc. 10

12 When creating a manager or administrator you will be prompted to enter a onetime password. The onetime password will be e- mailed to your registered address. If you do not receive the password, be sure to check your spam or junk folder. Tip: You must have a valid address in order to receive notifications. 10. Enter the onetime password from the notification and click Continue. Figure 17: Password entry 11. Click OK on the confirmation page to confirm the new user information was saved. 12. Relay the username and password to the new user. Important: In some cases a Manager s approval is required to add new users, make changes to the user profile, status, or password. To change the need for the Managers approval would require the Manager s approval Figure 18: Success 2012 MoneyGram International, Inc. 11

13 4. Edit User Profile 1. Select the User setup app, click Launch. Figure 19: User setup 2. Enter the user s name, user ID, or employee ID in the field provided. Select the radio button to search for an active user (users who currently have access to AgentWorks), inactive users (users who do not have access to AgentWorks), or both. Figure 20: User Search Click Search. Note: Use the drop down option to select the user role to narrow the search results. Your results may return more than one user based on the information you entered in the User name field. 3. Find the user from the list and click the Reset link to reset the user s password, Not Active to deactivate the user, or Active to activate the user. Figure 21: Search results 2012 MoneyGram International, Inc. 12

14 To reset the users password. 4. Click the Reset link. The Reset Password box appears. Enter and confirm the user s temporary password. Click OK. You can also open the user s profile page to change the password. Note: Relay the temporary password to the user. They will be prompted to change their password upon log in. Figure 22:Reset password The user s status is changed from Active to Pending until the password is updated MoneyGram International, Inc. 13

15 To make updates to the user s profile and settings. 5. Click the user s name in the User ID column to open the user s profile. Click Save to save the changes to the user s profile. Click OK on the confirmation page. Important: In some cases a Manager s approval is required to make changes to the user profile, status, or password. To change the need for the Managers approval would require the Manager s approval. Figure 23: User profile (See Dual Control to learn more about Manager s approval to user profiles.) 2012 MoneyGram International, Inc. 14

16 5. App Configuration The application configuration allows you to select MoneyGram applications and place them on your dashboard as Administrator and also load them on to the dashboard of the Manager and Operator. Important: When app configuration permissions are given to a Manager or Operator at a given location, the permissions affect all users with the role of Manager or Operator at that location. Each role with the permission granted is then able to use the functions of the app configuration to make changes. Likewise, if applications are added or deleted using the app configuration feature they will affect all users at all locations associated with the main office. 1. On the app configuration dashboard app click Launch. Figure 24: App Configuration The app selection view is split into two sections. The Featured section shows the applications that can be applied to your dashboard. The Applications section provides a list of all available applications and can be sorted using the drop down list. 2. Determine the applications you would like to make available for dashboard selection. (Include all roles.) Click Add (or Remove) located in the lower right in the box. Applications that have Add selected will display in the Layout view. Tip: Remove appearing by the app indicates the app is presently available to load to your dashboard and Add indicates it is not. Figure 25: App Selection To add a new app, click Add + link or click the Remove link to erase it from your dashboard options MoneyGram International, Inc. 15

17 3. Select Layout to create the dashboard view with the applications that you selected. Note: Buttons appearing in the Application section are available for placement based on the user role and have not yet been added. Tip: All layout changes affect all users within the role. If you add or delete an application, each user across the main office (for the role) is affected by the change to the dashboard. Figure 26: Layout 4. From the Administrator Apps tab drag the Apps buttons and drop them in the panel to display on the Administrator dashboard. From the Operator Apps tab drag and drop the App buttons to the panel where you want them to display on the Operator dashboard. Figure 27: User Role apps From the Manager Apps tab drag and drop the Apps buttons to the panel where you want them to display on the Manager dashboard. Note: The App Configuration app may be available to the Manager and Operator if assigned by the Administrator. 5. Select the layout for your dashboard. Choose a top panel and two columns, or two columns. Click Save. 6. Click OK to confirm the layout was saved. Figure 28: Layout option 2012 MoneyGram International, Inc. 16

18 6. Editing Partner Setup 1. From the Partner setup app, click Launch. The Partner Information screen appears. Figure 29: Partner Setup app 2. You have the option to have the system open to a frequently used app rather than the main dashboard upon login. Click the drop arrow and select an app from the drop-down list or choose Select One to open the dashboard at login. 3. Check the Require authentication for each transaction check box to require users to enter a PIN to before performing each transaction. Uncheck the box to not require a PIN be entered before each transaction. Figure 30: Partner information 4. Check the Use address for user IDs check box to automatically create user IDs from user s addresses when setting up new users. An automatically created user ID can be overwritten. Uncheck the box to require manual entry of user IDs. 5. Click Save to save changes MoneyGram International, Inc. 17

19 7. Updating or Unregistering a Computer On occasion you may be required to update a computer, the activity level for the user may change or the computer name no longer applies, the user no longer works at this location, or a computer is replaced. When you unregister a computer the POS assigned to the computer becomes available to reuse for a new computer or new user. You will be prompted to enter the POS # you want to unregister in the steps below. 1. From the POS Registration app click Launch. Figure 31: POS Registration app 2. Click Update or unregister a registered computer from the Computer registration options. Figure 32: Registration options 3. Place a checkmark next to the location for the POS you want to unregister. Figure 33: Update registered computer 2012 MoneyGram International, Inc. 18

20 4. Select the computer name from the drop down list. Type a new computer name, change activity types, or Unregister the user. Click Update to add the changes or Unregister to unregister the computer. Note: Ensure that you select the right POS number associated with the user. Figure 34: Office information 5. A onetime password is sent to your registered address for all POS changes (administrator). Note: Be sure to check your spam or junk folder if you do not see the in your inbox. Type the password in the password field and click Continue. Figure 35: Onetime password entry 2012 MoneyGram International, Inc. 19

21 8. Edit and Unregistering Multiple Computers (Mass) As the administrator you may be required to update or unregister multiple users during a single event. This is referred to as a mass change. The following steps will help you complete multiple updates or unregistrations. Important: Only locations with active POS are able to be updated. Active indicates there is a registered POS or a POS waiting to be registered at that location. If a location does not have any active POS then they will not be listed in the search results. 1. From the POS Registration app click Launch. Figure 36: Mass POS Registration 2. Click Edit multiple for a single location from the Mass Registration Menu. Figure 37: Registration menu 3. Locations with Active POS are shown. A checkmark appears in the Store location when only one location has active POS. When multiple locations display, place a checkmark next to the store locations that require updates. Note: Only locations with active POS are shown. Figure 38: Selection location 2012 MoneyGram International, Inc. 20

22 4. Make edits for the computer name, activity type, POS number, or registration status. Click Continue when finished. Important: Unregister can be performed for all computers at one location, (mass) when you select Unregister all POS for one location from the menu options and enter main office location. Warning! Unregistering all computers at a location will prevent the location from performing any operations until computers are registered again. Figure 39: Edit multiple POS 5. The Review changes page provides a list of each POS edit. Click Save once you have reviewed the changes. Figure 40: Review changes 6. A onetime password is sent to your registered address. Enter the onetime password and click Continue. A confirmation that the updates were successful appears. Figure 41: Password entry 2012 MoneyGram International, Inc. 21

23 9. Address Validation Your address was entered when your user profile was created. In order to schedule alerts and send reports to come to your your address needs to be validated. Only the user is able to validate the address. Note: If there was no address added during user setup you will not receive a notification to validate the address. Before you begin: Your user profile has been created and your is available. Note: this process is the same for updates to your address. Important: In some cases a Managers approval of new users to the system and updates to existing user profiles is required. The notification including the pass code for the validation is sent to the user after the Manager has approved the new user or the profile update. 1. You will receive an notification from AgentWorks@MoneyGram.com that tells you to validate your address within 5 days of the notification. Note: If no address was added during user setup you will not receive an . Figure 42:Validate address 2. Log in to AgentWorks and locate the gear icon in the upper right corner. From the drop down list select My Profile. Figure 43: My Profile 2012 MoneyGram International, Inc. 22

24 3. You will see the validate icon next to your address. Verify the address is correct. Note: this icon appears for s that have not yet been validated. Click Validate . Figure 44: Validate 4. Enter the password that you received in the notification in the Validation Sent field. Click Continue. Figure 45: Validation Entry 5. You will see the validation complete message and the validated icon status next to the address in My Profile page. Figure 46: Validation complete message Figure 47: Validated 2012 MoneyGram International, Inc. 23

25 10. Schedule Alerts AgentWorks can send you an alert for activities such as updates to your user password or system lockouts due to 5 unsuccessful log in attempts. The is sent to the address in your user profile. To set an alert follow the steps below. Before you begin: You must have a valid address in your user profile to schedule alerts. 1. Log in to AgentWorks and locate the gear icon in the upper right corner. From the drop down list select My Profile. 2. Locate and select the Schedule Alert link in the upper right. Figure 48: Schedule Alerts 3. The Alert options appear in the Schedule Alerts screen. Place a checkmark in the option to receive an when your password is reset or when you have been locked out of the system. Checking or unchecking the options does not require a Save. Note: No notifications can be delivered without a valid address in your user profile. See your local Administrator or Manager to add an address to your profile. Figure 49: Alert Options 2012 MoneyGram International, Inc. 24

26 4. When your password has been updated you will receive a message alert from AgentWorks@Moneygram.com. Note: Password resets are performed once in 24 hours. Figure 50: Password Reset 5. After 5 unsuccessful attempts to log in to the system you will receive this message alert from AgentWorks@MoneyGram.com. Figure 51: Locked Out MoneyGram International, Inc. 25

27 11. Using Dashboards The dashboard is a common location to display MoneyGram applications used to perform work tasks. Once you log in the dashboard appears. The dashboard displayed will be determined by your user role, location and format selected. Some users have multiple roles and can switch between views. Select the down arrow in the Applications (red) ribbon to navigate to the apps available for the Operator. Click Home to return to the dashboard view. Figure 52: Application Ribbon 2012 MoneyGram International, Inc. 26

28 If you have multiple user roles you can easily switch between dashboard views. To change between dashboard views click the gear icon next your user name in the upper right corner of the screen. Select the role from the options. The dashboard associated with the role selected displays. Note: If no options are present you are not able to switch views. Additional menu options are available from the gear icon drop down. Figure 53: Menu options Note: If your role is a Main Office agent you will see the Agent Assist application on your dashboard at login. The app would not appear unless you are a main office agent with Agent Assist access. If you are looking for assistance with the application use the Call me to reach a live help agent, or use the Help as a reference guide for using the applications. The number you enter is your number-the system is set up to call you back immediately. Figure 54: Call me back Note: if you are an international user add the + in front of your phone number MoneyGram International, Inc. 27

29 Select the language you prefer using the Language link from the gear icon menu options. Note: Seven languages options are available. Chinese, English, French, German, Polish, Spanish, and Thai. Changing the language used in daily activities does not change how the receipt is handled. Figure 55: Change Language My Profile allows you to make updates to your address, set alerts, change your password, and more. Figure 56: My Profile Note: AgentWorks has a default language associated with each country. However, AgentWorks allows you to select a language other than the defaulted language from the Welcome screen. For example, if you select United States as your country, the language default is English; however, you can select any language available. Figure 57: Select Country and language 2012 MoneyGram International, Inc. 28

30 12. Security/Password Resets Your AgentWorks password may require updates in more than one instance. Your password should be reset every 60 days. If your password is not updated before to the expiration date you will get locked out of the system You are locked out of the system after 5 unsuccessful log in attempts (see instructions in the topic below) The first time you log in following the registration activities you will be prompted to change your password (see Initial Log In topic in this user guide) You want to change your password You Forgot your password Note: When resetting your password the last six passwords you used are stored in the password history and you are not able to reuse these. You can change your password from the Sign In screen Forgot your password link. 1. If you forget your password, click the Forgot your password link on the Sign In screen. 2. Enter your user ID in the field provided. Click Submit. Figure 58: Forgot Password link 3. Once you enter your user ID you will receive an notification from agentworks@moneygram.com that includes a temporary password. The Create New Password screen appears. Figure 59: Temporary Password MoneyGram International, Inc. 29

31 4. Enter the temporary password and the New Password (add the new password in the twice) in the fields provided. Click Submit. Figure 60: Create New Password 5. Your password has been changed successfully displays. Click OK. Figure 61: Password confirmation To change your password from your profile page follow these steps. 1. Log in to AgentWorks and locate the gear icon in the upper right corner. From the drop down list select My Profile. Figure 62: My Profile 2012 MoneyGram International, Inc. 30

32 2. Locate and select the Change Password link in the upper right corner. Figure 63: Schedule Alerts The Change password screen appears. 3. Enter your Old password and your New password details in the fields provided. Click Submit. A green checkmark appears to the right of the New password entered if it meets the guidelines. A red x appears if the entry is not complete or does not meet the guidelines. Click Submit once you have finished. Figure 64: Change password A confirmation appears. Click OK. Note: Passwords can only be changed once in 24 hours. Figure 65: Confirmation 2012 MoneyGram International, Inc. 31

33 Prior to your password expiring (every 60 days) you will receive an alert to notify you that your password is about to expire. Click OK to update your password. Complete the Change password form and Submit to save your new password. Figure 66: Password to expire alert Figure 67: New Password If you are locked out of the system due to unsuccessful log in attempts, or your password expires, you will require a password reset. Contact your system administrator. The following steps are performed by your local Administrator or Manager. Important: In some cases a Manager s approval is required to make changes to the user profile, status, or password. Note: If the user has an alert set for password lockout they will receive this message alert from AgentWorks@MoneyGram.com to indicate they are locked out. notifications cannot be delivered without a valid address in the user s profile. Figure 68: Password alert notification 2012 MoneyGram International, Inc. 32

34 1. Select the User setup app. Figure 69: User setup app 2. Enter the users name in the User name field. Click Search. Figure 70: Search for a user 3. Click Reset in the Password column to reset the user s password. Figure 71: Reset Password 4. Enter a temporary password for the user. Click OK. Note: this temporary password must be relayed to the user. They will be prompted to change their password upon log in. Figure 72: Temporary Password 2012 MoneyGram International, Inc. 33

35 5. The Confirmation appears to indicate the password has been reset. Click OK. Figure 73: Confirmation 6. The user will receive a message alert from AgentWorks@Moneygram.com when their password is updated. See Edit User Profile section in this user guide. Figure 74: Password Changed 7. Notify the user of their temporary password and advise them that the system will prompt them to update the password when they log in again MoneyGram International, Inc. 34

36 13. PIN Setting If you require all users associated with a Main Office to enter a PIN (Personal Identification Number) for each transaction, you can select the Require authentication for each transaction option on the Partner setup screen or for a single user you can select a setting in the User setup app. If your user account requires a PIN for each transaction enter your PIN and click Submit when the PIN entry screen appears. Figure 75: PIN entry You can manage your PIN from My Profile. You can view your PIN or Change the PIN number here. Figure 76: My Profile PIN details When you select the View/Change PIN link you will be prompted to add your user ID and Password in order to view your PIN. Figure 77: User details 2012 MoneyGram International, Inc. 35

37 Your PIN displays. Note: You also have the option to change your PIN. Figure 78: View or Change PIN If you click Yes to change your PIN the system will display a new PIN. PIN s are auto assigned. You are not able to select your own PIN. Figure 79: New PIN assigned 2012 MoneyGram International, Inc. 36

38 Use the following steps to when adding or removing PIN requirements to a user. 1. Locate the user with the User setup app. Figure 80: User setup app 2. Click the user s name in the User ID column to open the user s profile. 3. Place a checkmark in the Require authentication for each Transaction box. Remove the checkmark when no PIN is required. Click Save to save the changes to the user s profile. Click OK on the confirmation page. Important: In some cases a Manager s approval is required to make changes to the user profile, status, or password. To change the need for the Managers approval would require the Manager s approval. Figure 81: User profile 2012 MoneyGram International, Inc. 37

39 14. Partner Setup The Partner Setup app offers options for controlling user settings from a more global basis based on the Main Office. Note: Enabling the transaction authentication option (PIN #) affects all users associated with the Main Office. 1. From the Partner setup app, click Launch. The Partner Information screen appears. Figure 82: Partner Setup app 2. Check the Require authentication for each transaction check box to require users to enter a PIN to before performing each transaction. Uncheck the box to not require a PIN be entered before each transaction. 3. Click Save to save changes. Figure 83: Partner information 2012 MoneyGram International, Inc. 38

40 15. Threshold Approvals A supervisor or manager approval is required for transactions that exceed the agents approval limit. These limits are set in the user profile. Individual thresholds override max amounts can be set for Send Money, Receive Money, Amend Transaction, Cancel Transaction, and Bill Payment. Before you begin: A Send/Receive transaction that exceeds the user s approval limit has been created prior to these steps. The following process includes the steps to reach the approvals screen for a Receive transaction. (See user setup topic to learn more about threshold limits.) 1. Log in to AgentWorks to the Receive money app. Click GO. Figure 84: Receive Money 2. Add the Reference or Phone number to retrieve the transaction. Click GO. Figure 85: Reference number 3. Review the transaction summary with the customer and confirm the details are correct. Click Payout Transaction. Notify your manager that their approval is required for a transaction. Figure 86: Transaction Summary 2012 MoneyGram International, Inc. 39

41 4. Have your manager enter their username and password in order to complete the transaction. Note: Both the Administrator and Manager are able to approve overrides on transaction limits. Figure 87: Supervisor Credentials 5. The Payout Funds screen appears to indicate you are ready to complete the transaction. Click Complete Transaction. Figure 88: Complete Transaction 6. The Receive Money Success screen appears and allows you to perform additional MoneyGram transactions. Thresholds are added to the user profile and can be updated by the Administrator or a user with User setup permissions MoneyGram International, Inc. 40

42 Table of Figures Figure 1: Select Language... 3 Figure 2: AgentWorks Log in... 3 Figure 3: Registration link... 4 Figure 4: Computer registration... 4 Figure 5: Registration Success... 4 Figure 6: Password reset... 5 Figure 7: POS Registration app... 6 Figure 8: Computer Registration Options... 6 Figure 9: Office information... 7 Figure 10: Computer information... 7 Figure 11: Password entry... 7 Figure 12: Confirmation... 8 Figure 13: User setup app... 9 Figure 14: User Search... 9 Figure 15: User Information Figure 16: Optional fields Figure 17: Password entry Figure 18: Success Figure 19: User setup Figure 20: User Search Figure 21: Search results Figure 22:Reset password Figure 23: User profile Figure 24: App Configuration Figure 25: App Selection Figure 26: Layout Figure 27: User Role apps Figure 28: Layout option Figure 29: Partner Setup app Figure 30: Partner information Figure 31: POS Registration app Figure 32: Registration options Figure 33: Update registered computer Figure 34: Office information Figure 35: Onetime password entry Figure 36: Mass POS Registration Figure 37: Registration menu Figure 38: Selection location Figure 39: Edit multiple POS Figure 40: Review changes Figure 41: Password entry Figure 42:Validate address Figure 43: My Profile Figure 44: Validate Figure 45: Validation Entry Figure 46: Validation complete message Figure 47: Validated Figure 48: Schedule Alerts Figure 49: Alert Options MoneyGram International, Inc. 41

43 Figure 50: Password Reset Figure 51: Locked Out Figure 52: Application Ribbon Figure 53: Menu options Figure 54: Call me back Figure 55: Change Language Figure 56: My Profile Figure 57: Select Country and language Figure 58: Forgot Password link Figure 59: Temporary Password Figure 60: Create New Password Figure 61: Password confirmation Figure 62: My Profile Figure 63: Schedule Alerts Figure 64: Change password Figure 65: Confirmation Figure 66: Password to expire alert Figure 67: New Password Figure 68: Password alert notification Figure 69: User setup app Figure 70: Search for a user Figure 71: Reset Password Figure 72: Temporary Password Figure 73: Confirmation Figure 74: Password Changed Figure 75: PIN entry Figure 76: My Profile PIN details Figure 77: User details Figure 78: View or Change PIN Figure 79: New PIN assigned Figure 80: User setup app Figure 81: User profile Figure 82: Partner Setup app Figure 83: Partner information Figure 84: Receive Money Figure 85: Reference number Figure 86: Transaction Summary Figure 87: Supervisor Credentials Figure 88: Complete Transaction MoneyGram International, Inc. 42

AgentWorks Administrator/Manager Functions Guide R10

AgentWorks Administrator/Manager Functions Guide R10 AgentWorks Administrator/Manager Functions Guide R10 11/21/2012 2012 MoneyGram InternationalAll rights reserved. Table of Contents 1. App Configuration... 2 2. Create Users... 4 3. Edit User Profile...

More information

DSS User Guide. End User Guide. - i -

DSS User Guide. End User Guide. - i - DSS User Guide End User Guide - i - DSS User Guide Table of Contents End User Guide... 1 Table of Contents... 2 Part 1: Getting Started... 1 How to Log in to the Web Portal... 1 How to Manage Account Settings...

More information

BBVA Compass Spend Net Payables

BBVA Compass Spend Net Payables User Guide BBVA Compass Spend Net Payables User Guide Vault Services Table of Contents Introduction 2 Technical Requirements 2 Getting started 3 Sign In 3 General Navigation 4 Upload/Create Payment 5

More information

Business ebanking User Guide

Business ebanking User Guide Business ebanking User Guide If you have any questions, please contact Business ebanking Support at 1-800-593-4345 Contents About Business Online Banking... 3 System Requirements/Considerations... 4 Password

More information

CCH Client Axcess Portal User Guide

CCH Client Axcess Portal User Guide CCH Client Axcess Portal User Guide Last Updated: October 2017 Client Portal Access or paste the below link into your web browser https://www.clientaxcess.com/#/login Please call our office at 212.245.5900

More information

Business Online User Guide July 2017

Business Online User Guide July 2017 Business Online User Guide July 2017 Business Online Account Holder 1 Introduction.. 1 Types of Activity 1 Log In 2 Multifactor Authentication. 2 MFA Device Print Security 2 MFA Enrollment 3 Registered

More information

CCH Client Axcess User Guide

CCH Client Axcess User Guide CCH Client Axcess User Guide Green Hasson Janks Tips Best practice tips and shortcuts Icon Legend Notes Warning Informational notes about functions Important warnings about a function CCH Client Axcess

More information

Contact: Wealth Passport Help Center

Contact: Wealth Passport Help Center Wealth Passport Mobile Version 1.0 Getting Started Guide Contact: Wealth Passport Help Center 888-635-5350 1 DOWNLOADING THE WEALTH PASSPORT APP iphone Download 1. Open the Apple App Store app on your

More information

End User Manual. December 2014 V1.0

End User Manual. December 2014 V1.0 End User Manual December 2014 V1.0 Contents Getting Started... 4 How to Log into the Web Portal... 5 How to Manage Account Settings... 6 The Web Portal... 8 How to Upload Files in the Web Portal... 9 How

More information

Business Online Banking User Guide

Business Online Banking User Guide Business Online Banking User Guide Table of Contents Contents Overview... 2 Logging In... 2 Additional Login Information... 5 Home/Dashboard... 6 Top Line Tool Bar... 6 Bulletins... 7 Dashboard... 8 Accounts...

More information

ACT Test Accessibility and Accommodations System (TAA) User Guide

ACT Test Accessibility and Accommodations System (TAA) User Guide ACT Test Accessibility and Accommodations System (TAA) User Guide www.act.org ACT Test Accessibility and Accommodations System (TAA) User Guide Table of Contents Overview... 2 Introduction to the Test

More information

core user guide business gateway TABLE OF CONTENTS BANKING > WEALTH > INSURANCE

core user guide business gateway TABLE OF CONTENTS BANKING > WEALTH > INSURANCE business gateway core user guide TABLE OF CONTENTS Getting Started... 2 Administration Approval... 8 Logging In... 2 Administration Report... 8 Electronic Report Delivery (ERD)... 17 Security Key... 2

More information

Install Application Start Download the Application

Install Application Start Download the Application Install Application Start Download the Application Apple Android Enter A cardholder will download the app from either the itunes app store or the Android Google Play Store. 6 Install Application Completion

More information

NonProfit User Guide

NonProfit User Guide . NonProfit User Guide APRIL 5, 2018 BERMUDA COMMUNITY FOUNDATION 16 Wesley Street, Fourth Floor, Hamilton HM 11, Bermuda Contents Welcome to GiveBermuda.org...2 Registration/Creating an Account...2 Logging

More information

REACH Remote Deposit Capture

REACH Remote Deposit Capture REACH Remote Deposit Capture Company Administration CONTENTS Introduction to REACH... 1 Overview of Roles... 1 Session Timeouts and Maintenance... 1 User Login... 2 Login via Online Cash Management...

More information

Frequently Asked Questions About Columbia Connect

Frequently Asked Questions About Columbia Connect First Time Login How do I login? You will access Columbia Connect from the online banking login box at www.columbiabank.com. Ensure personal is selected in the online banking login box. Enter your current

More information

Online Banking Overview

Online Banking Overview Online Banking Overview Online Banking Services Check you account balances, make a transfer, and view recent activity View, download, or print your monthly statements Set-up and manage custom alerts for

More information

CCH Client Axcess Portal User Guide

CCH Client Axcess Portal User Guide CCH Client Axcess Portal User Guide Tips Best practice tips and shortcuts Icon Legend Notes Warning Informational notes about functions Important warnings about a function CCH Client Axcess https://www.clientaxcess.com

More information

Treasury Management User Guide. Online Banking

Treasury Management User Guide. Online Banking Treasury Management User Guide Online Banking Released August 2018 Treasury Management... 4 Logging in to Treasury Management...5 Helpful Hints...10 User Menu... 12 Profile and Preferences... 12 Notification

More information

Chapter 2. Passwords, Access, and Logon

Chapter 2. Passwords, Access, and Logon Chapter 2. Passwords, Access, and Logon Accessing California Assessment of Student Performance and Progress (CAASPP) Systems Accessing California Assessment of Student Performance and Progress (CAASPP)

More information

Supervisor s Guide. supervisor s guide (continued) Welcome to NBT Online Banker for Business! Supervisor Functions NBT ONLINE BANKER FOR BUSINESS

Supervisor s Guide. supervisor s guide (continued) Welcome to NBT Online Banker for Business! Supervisor Functions NBT ONLINE BANKER FOR BUSINESS supervisor s guide () NBT ONLINE BANKER FOR BUSINESS Supervisor s Guide Welcome to NBT Online Banker for Business! This Supervisor s Guide was created to provide your organization s designated Online Supervisor

More information

ActivePay CARDHOLDER GUIDE

ActivePay CARDHOLDER GUIDE ActivePay CARDHOLDER GUIDE PNC - ACTIVEPAY CARDHOLDER TRAINING MANUAL TABLE OF CONTENTS Accessing the PNC ActivePay Web Application 2 Self Registration for Cardholders.. 3 Forgotten Username or Password

More information

Getting Started. Accessing MyTeachingStrategies Navigating MyTeachingStrategies Guided Tour Setting Language Preference to Spanish

Getting Started. Accessing MyTeachingStrategies Navigating MyTeachingStrategies Guided Tour Setting Language Preference to Spanish Getting Started Accessing MyTeachingStrategies Navigating MyTeachingStrategies Guided Tour Setting Language Preference to Spanish How-To Guide for Teachers Accessing MyTeachingStrategies Signing In Before

More information

CardNav by CO-OP 3.0. Quick Reference Guide. CO-OP Financial Services

CardNav by CO-OP 3.0. Quick Reference Guide. CO-OP Financial Services CardNav by CO-OP 3.0 Quick Reference Guide CO-OP Financial Services TABLE OF CONTENTS Getting Started Installing and Upgrading Contents Logging in to the App Navigating the App Viewing Card Information

More information

Online Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE

Online Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE Online Banking for Business WHOLESALE LOCKBOX IMAGING USER GUIDE Contents Getting Started...1 Technical Requirements...1 Contact Us...1 Overview...2 Wholesale Lockbox Web Application... 2 Features... 2

More information

web po user guide Supplier

web po user guide Supplier web po user guide Supplier web po user guide table of contents supplier section 1 before you begin section 2 getting started and the basics section 3 Web PO Supplier Administration section 4 Viewing Purchase

More information

E X O S T A R, LLC D A T E : M AY V E R S I O N : 4.0

E X O S T A R, LLC D A T E : M AY V E R S I O N : 4.0 SECURE ACCESS MAN AG E R USER GUI DE E X O S T A R, LLC D A T E : M AY 2 0 1 7 V E R S I O N : 4.0 1 S E C U R E AC C E S S M A N A G E R 1 INTRODUCTION... 3 1.1 SUMMARY... 3 2 BASIC FUNCTIONS... 3 2.1

More information

Odyssey File & Serve. Firm Administrator User Guide Release 3.14

Odyssey File & Serve. Firm Administrator User Guide Release 3.14 Odyssey File & Serve Firm Administrator User Guide Release 3.14 OFS-FS-220-3680 v.1 April 2016 COPYRIGHT AND CONFIDENTIALITY Copyright 2016 Tyler Technologies, Inc. All rights reserved. Use of these materials

More information

User Administration. User Administration Help

User Administration. User Administration Help User Administration User Administration Help 1.1 OVERVIEW... 2 1.2 ROLES... 2 1.3 USER NAMES AND PASSWORDS... 2 1.4 ADD USER.... 4 1.5 UPDATE USER PROFILE... 7 1.6 DELETE USER...9 1.7 RESET USER PASSWORDS....

More information

CardNav. Member Experience Training Guide. CO-OP Financial Services

CardNav. Member Experience Training Guide. CO-OP Financial Services CardNav Member Experience Training Guide CO-OP Financial Services TABLE OF CONTENTS Getting Started...4-5 Installing and Upgrading...8-10 Logging in to the App...12-15 Navigating the App...17-31 Viewing

More information

Agent Console. The Agent Console. The topics in this section provide information about the Agent Console.

Agent Console. The Agent Console. The topics in this section provide information about the Agent Console. Agent Console The topics in this section provide information about the Agent Console. The Agent Console The agent logs into the workstation The agent is automatically logged in to Intradiem; the Agent

More information

Your upgrade to smartdata.gen2

Your upgrade to smartdata.gen2 Your upgrade to smartdata.gen2 smartdata.gen2 (SDG2) is a robust card and expense reporting tool and is hosted by MasterCard. It has a reporting package built for clients with sophisticated card and expense

More information

Odyssey File & Serve. Firm Administrator User Guide Release 3.10

Odyssey File & Serve. Firm Administrator User Guide Release 3.10 Odyssey File & Serve Firm Administrator User Guide Release 3.10 OFS-FS-220-3324 v.1 April 2015 Copyright and Confidentiality Copyright 2015 Tyler Technologies, Inc. All rights reserved. All documentation,

More information

This job aid will show Portal Administrators and users how to perform self-serve tasks for their account.

This job aid will show Portal Administrators and users how to perform self-serve tasks for their account. Self-Serve for Users Background As a user of the Loblaw Vendor Portal, you can self-administer your account, which includes updating your security questions, changing your password, updating your phone

More information

Welcome to Learn. 1. Your first task is to log into Learn. a. (click this link or copy and paste it into your browser)

Welcome to Learn. 1. Your first task is to log into Learn. a.  (click this link or copy and paste it into your browser) Welcome to Learn 1. Your first task is to log into Learn. a. http://learn.gov.sk.ca (click this link or copy and paste it into your browser) b. You will see this at the bottom of your screen: Login. c.

More information

ARUP Connect Login User Manual November 2017

ARUP Connect Login User Manual November 2017 User Manual November 2017 Table of Contents ARUP Connect Login... 1 First-Time Login... 3 Enter Password... 3 Set Up Security Questions... 3 Incorrect User Name or Password... 4 Forgotten Password... 5

More information

SOMETHING BRILLIANT IS ON THE HORIZON. Preview & User Set-Up Guide. Important Dates: Preview & User Set-up: October 9-19 Launch Date: October 22

SOMETHING BRILLIANT IS ON THE HORIZON. Preview & User Set-Up Guide. Important Dates: Preview & User Set-up: October 9-19 Launch Date: October 22 SOMETHING BRILLIANT IS ON THE HORIZON Important Dates: Preview & User Set-up: October 9-19 Launch Date: October 22 Preview & User Set-Up Guide On October 9 the Preview & User Set-up period of our new and

More information

SharePoint General Instructions

SharePoint General Instructions SharePoint General Instructions Table of Content What is GC Drive?... 2 Access GC Drive... 2 Navigate GC Drive... 2 View and Edit My Profile... 3 OneDrive for Business... 3 What is OneDrive for Business...

More information

Portal User Guide. Best practice tips and shortcuts Icon Legend Informational notes about functions. Important warnings about a function

Portal User Guide. Best practice tips and shortcuts Icon Legend Informational notes about functions. Important warnings about a function Portal User Guide Tips Best practice tips and shortcuts Icon Legend Notes Warning Informational notes about functions Important warnings about a function Your Portal https://www.clientaxcess.com Your Portal

More information

Guide to Getting Started. Personal Online Banking & Bill Pay

Guide to Getting Started. Personal Online Banking & Bill Pay Guide to Getting Started Personal Online Banking & Bill Pay What s Inside Welcome to National Bank of Arizona s Online Banking. Whether you re at home, at work, or on the road, our online services are

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800)

/ 1. Online Banking User Guide SouthStateBank.com / (800) / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 06132017 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will

More information

Customer User Guide Commercial Online Access

Customer User Guide Commercial Online Access Customer User Guide Commercial Online Access Getting Started To access the customer portal, enter the following URL: nationwide.com/agclient Once you access this site, save it as a Favorite on your computer

More information

PROST USER GUIDE FOR VENDORS

PROST USER GUIDE FOR VENDORS PROST USER GUIDE FOR VENDORS Revised 06/18/2018 Introduction Setup Welcome Email Account Verification Vendor Login Preferences Services Provided Voucher Voucher Inbox Invoice Inbox Security My Profile

More information

Secure Access Manager User Guide September 2017

Secure Access Manager User Guide September 2017 Secure Access Manager User Guide September 2017 1 1 INTRODUCTION... 3 1.1 SUMMARY... 3 2 BASIC FUNCTIONS... 3 2.1 LOGIN TO YOUR SAM ACCOUNT... 3 2.1.1 How to Activate your Account... 3 2.1.2 How to Login

More information

Supplier FAQ s for the isupplier Portal Version Date: May 12, 2016

Supplier FAQ s for the isupplier Portal Version Date: May 12, 2016 Supplier FAQ s for the isupplier Portal Version Date: May 12, 2016 Topics: Hardware and Software Training and Support Access and Password Notifications Purchase Orders Invoice and Payments Hardware and

More information

Company System Administrator (CSA) User Guide

Company System Administrator (CSA) User Guide BMO HARRIS ONLINE BANKING SM FOR SMALL BUSINESS Company System Administrator (CSA) User Guide Copyright 2011 BMO Harris Bank N.A. TABLE OF CONTENTS WELCOME... 1 Who should use this guide... 1 What it covers...

More information

CCH Axcess Portal Client User Guide

CCH Axcess Portal Client User Guide CCH Axcess Portal Client User Guide Keys Quick reference to the key aspects of a particular function Icon Legend Tip Notes Best practice tips and shortcuts Informational notes about functions Warning Important

More information

NCID Service Desk Guide Version Department of Information Technology As of July 14, 2016

NCID Service Desk Guide Version Department of Information Technology As of July 14, 2016 NCID Service Desk Guide Version 1.10 Department of Information Technology As of July 14, 2016 Document History Version Change Reference Date Author 1.0 Initial draft release 8/25/10 Heather Ferrie 1.1

More information

Table of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 71

Table of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 71 Table of Contents Launch into the Card Link Online Web Application... 4 Roles for User Management... 5 UFA Credit Account Application... 9 Credit Application Options... 10 Accessing Card Link Online Launch

More information

Anchor User Guide. Presented by: Last Revised: August 07, 2017

Anchor User Guide. Presented by: Last Revised: August 07, 2017 Anchor User Guide Presented by: Last Revised: August 07, 2017 TABLE OF CONTENTS GETTING STARTED... 1 How to Log In to the Web Portal... 1 How to Manage Account Settings... 2 How to Configure Two-Step Authentication...

More information

CitiManager: Migration Quick Reference Guide for Cardholders

CitiManager: Migration Quick Reference Guide for Cardholders This Quick Reference Guide will help you: 1. How to register for CitiManager? a) Existing online statement cardholders only b) Paper statement cardholders only 2. Important Tips 3. View your Monthly Card

More information

Comodo Antispam Gateway Software Version 2.11

Comodo Antispam Gateway Software Version 2.11 Comodo Antispam Gateway Software Version 2.11 User Guide Guide Version 2.11.041917 Comodo Security Solutions 1255 Broad Street Clifton, NJ, 07013 Table of Contents 1 Introduction to Comodo Antispam Gateway...3

More information

Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide

Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide Production Assistance for Cellular Therapies (PACT) PACT Application System User s Guide Version 1.0 February 9, 2017 Version 1.0 TABLE OF CONTENTS 1.0 Getting Started... 1 1.1 Access to the Internet...

More information

Smart Connection User Guide

Smart Connection User Guide User Guide Issue 1.4 May 2010 0/59 CONTENTS 1. Introduction and Overview...3 1.1 Profiles and Privileges in... 3 1.2 Interactions with Oberthur s Personalisation Systems... 3 Transmission / Input File

More information

Table of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 77

Table of Contents UFA Credit Account Application... 9 Card Link Online Account Management User Management... 77 Table of Contents Launch into the Card Link Online Web Application... 4 Roles for User Management... 5 UFA Credit Account Application... 9 Credit Application Options... 10 Accessing Card Link Online Launch

More information

Receivables Edge SM User Guide

Receivables Edge SM User Guide TREASURY SERVICES Receivables Edge SM User Guide Receivables Edge SM is an internet-based management application and account reconciliation solution. Receivables Edge combines advanced image and data capture

More information

Application User Configuration

Application User Configuration CHAPTER 87 The following topics contain information on managing application user information: Settings, page 87-1 Adding an Administrator User to Cisco Unity or Cisco Unity Connection, page 87-6 Changing

More information

SharePoint. Team Site End User Guide. Table of Contents

SharePoint. Team Site End User Guide. Table of Contents Table of Contents Introduction... 1 Logging in for the First Time:... 1 Areas of the team site:... 2 Navigating the team site:... 3 Adding Content to the team site:... 3 The Ribbon:... 3 Adding a Link:...

More information

Regions OnePassSM USER GUIDE. It s time to expect more. Regions Bank Member FDIC Revised

Regions OnePassSM USER GUIDE. It s time to expect more. Regions Bank Member FDIC Revised Regions OnePassSM USER GUIDE Regions Bank Member FDIC Revised 110614 It s time to expect more. Regions OnePass User Guide Table of Contents Section I. OnePass Basics 3 What Is OnePass? 3 Minimum Browser

More information

AT&T Business Messaging Account Management

AT&T Business Messaging Account Management Account Management Administrator User Guide July 2016 1 Copyright 2016 AT&T Intellectual Property. All rights reserved. AT&T, the AT&T logo and all other AT&T marks contained herein are trademarks of AT&T

More information

Remote Workspace. Nubo End User Guide. Version: 1.3 Date: June, Copyright 2017 by Nubo Inc. All rights reserved. Page 1

Remote Workspace. Nubo End User Guide. Version: 1.3 Date: June, Copyright 2017 by Nubo Inc. All rights reserved. Page 1 Nubo End User Guide Version: 1.3 Date: June, 2017 Copyright 2017 by Nubo Inc. All rights reserved. Page 1 Table of Contents ABOUT THIS GUIDE... 3 1. REGISTRATION & ACTIVATION... 4 A. Install the Nubo App

More information

Overview. Business Online Banking BASIC OVERVIEW PAGE 1

Overview. Business Online Banking BASIC OVERVIEW PAGE 1 Overview Business Online Banking BASIC OVERVIEW PAGE 1 Basic Overview Business Online Banking Main navigation: My Accounts, Move Money, and Additional Services. Admins have full access to all accounts

More information

User Guide Mobile Point-of-Sale (mpos), Version 2.0

User Guide Mobile Point-of-Sale (mpos), Version 2.0 User Guide Mobile Point-of-Sale (mpos), Version 2.0 Contents Overview... 1 Features... 1 Getting Started... 2 Login... 3 First Time Login/Password Reset... 3 Setting Security Questions... 4 Password Expiring...

More information

Business Online Banking with Payments. User Guide

Business Online Banking with Payments. User Guide Bu Business Online Banking with Payments Log in to business online banking Creating New Users Select Admin Manager from the Menu Bar To establish a new user without copying another user s access: Enter

More information

Minimum System Requirements The following are the minimum system requirements needed to run and install Premium Pro Enterprise:

Minimum System Requirements The following are the minimum system requirements needed to run and install Premium Pro Enterprise: Overview Premium Pro Enterprise is the next generation of the Premium Pro family of applications. It is a Javabased application that houses multiple products and tax years in a single interface. It requires

More information

CitiManager Quick Start Guide for Administrators

CitiManager Quick Start Guide for Administrators 1 CitiManager Quick Start Guide for Administrators March 2017 Treasury and Trade Solutions Contents Self-Register as a Non-Cardholder 3 Log Into CitiManager 6 Perform an Account Search 7 View Statements

More information

EN Engineering s File Transfer System Client User Manual

EN Engineering s File Transfer System Client User Manual EN Engineering s File Transfer System Client User Manual 05/30/2017 1 Contents 1. Introduction & Purpose... 3 2. User Access... 3 2.1. User Accounts... 3 2.2. Logging In to ENsured... 3 2.3. Changing a

More information

Comodo Comodo Dome Antispam MSP Software Version 2.12

Comodo Comodo Dome Antispam MSP Software Version 2.12 Comodo Comodo Dome Antispam MSP Software Version 2.12 User Guide Guide Version 2.12.111517 Comodo Security Solutions 1255 Broad Street Clifton, NJ, 07013 Table of Contents 1 Introduction to Comodo Dome

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800)

/ 1. Online Banking User Guide SouthStateBank.com / (800) / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 01242018 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will

More information

Comodo Antispam Gateway Software Version 2.12

Comodo Antispam Gateway Software Version 2.12 Comodo Antispam Gateway Software Version 2.12 User Guide Guide Version 2.12.112017 Comodo Security Solutions 1255 Broad Street Clifton, NJ, 07013 Table of Contents 1 Introduction to Comodo Antispam Gateway...3

More information

Registering a Card and Creating an Account on

Registering a Card and Creating an Account on Installing MyCardRules The MyCardRules App is available for both iphones and Android phones. To install MyCardRules: 1. Search for the app in the App Store or on Google Play. 2. Follow the instructions

More information

Odyssey File & Serve Firm Administrator User Guide Release 3.16

Odyssey File & Serve Firm Administrator User Guide Release 3.16 Odyssey File & Serve Firm Administrator User Guide Release 3.16 OFS-FS-220-3911 v.1 May 2017 COPYRIGHT AND CONFIDENTIALITY Copyright 2017 Tyler Technologies, Inc. All rights reserved Use of these materials

More information

Case Management System

Case Management System Case Management System Administrator Instructions Your Lighthouse Services Case Management System (CMS) has been set up and is ready for your use. It is a powerful tool to oversee and manage all your Lighthouse

More information

Secure Access Manager User Guide December 2017

Secure Access Manager User Guide December 2017 Secure Access Manager User Guide December 2017 Copyright 2017 Exostar, LLC All rights reserved. 1 INTRODUCTION... 3 SUMMARY... 3 BASIC FUNCTIONS... 3 LOGIN TO YOUR SAM ACCOUNT... 3 How to Activate your

More information

Case Management System

Case Management System Case Management System Investigator/non-Administrator Instructions Your Lighthouse Services Case Management System (CMS) has been set up and is ready for your use. It is a powerful tool to oversee and

More information

Xifin Client Portal User s Guide Version 1.0. January 2018

Xifin Client Portal User s Guide Version 1.0. January 2018 Xifin Client Portal User s Guide Version 1.0 January 2018 Table of Contents Getting Started... 3 Contacting Allina Health Laboratory Billing... 3 Xifin Client Portal Information... 3 Logging in to Xifin

More information

CoreFirst Bank & Trust

CoreFirst Bank & Trust CoreFirst Bank & Trust New Commercial Internet Banking Frequently Asked Questions ACCOUNT OVERVIEW 1. Q: Why are some of my account numbers highlighted and marked with an asterisk A: Highlighted account

More information

Bechtel Partner Access User Guide

Bechtel Partner Access User Guide Bechtel Partner Access User Guide IMPORTANT: For help with this process, please contact the IS&T Service Center or your local IS&T support group: IS&T Service Center Phone: +1-571-392-6767 US Only +1 (800)

More information

Getting started with the ISIS Community Portal-

Getting started with the ISIS Community Portal- Getting started with the ISIS Community Portal- Creating an ISIS account- 1. In your web browser navigate to the ISIS portal site- http://www.isis.org and click Register in the upper right corner. If you

More information

Case Management System

Case Management System Case Management System Investigator/non-Administrator Instructions Your Lighthouse Services Case Management System (CMS) has been set up and is ready for your use. It is a powerful tool to oversee and

More information

Business Online Banking & Bill Pay Guide to Getting Started

Business Online Banking & Bill Pay Guide to Getting Started Business Online Banking & Bill Pay Guide to Getting Started What s Inside Contents Security at Vectra Bank... 4 Getting Started Online... 5 Welcome to Vectra Bank Business Online Banking. Whether you re

More information

Payment Solutions MyCardRules. MyCardRules Mobile App. User Guide. Release 3.1

Payment Solutions MyCardRules. MyCardRules Mobile App. User Guide. Release 3.1 Payment Solutions November 27, 2017 Installing MyCardRules... 2 Registering a Card and Creating an Account on MyCardRules... 2 Logging In to MyCardRules... 2 Registering a Card... 3 Creating an Account...

More information

A Distributor Services Site Features and FAQ s

A Distributor Services Site Features and FAQ s A Distributor Services Site Features and FAQ s October 2015 Rev 2.12 Table of Contents Registering/Logging in Page 3 Services Available after Logging In Page 4-5 Frequently Asked Questions Page 6 Log In

More information

Mobile Banking Frequently Asked Questions

Mobile Banking Frequently Asked Questions Mobile Banking Frequently Asked Questions What types of Mobile Banking does Midwest BankCentre offer? We offer three types of Mobile Banking: Mobile Apps allows you to easily connect to Midwest BankCentre

More information

Children s Fund Referral Request Submission Guide. Revised 9/28/15

Children s Fund Referral Request Submission Guide. Revised 9/28/15 Children s Fund Referral Request Submission Guide Revised 9/28/15 Table of Contents Section Page Logging in 3 Resetting Your Password 5 Dashboard 10 Account and Password 11 Submitting a New Request 12

More information

smartdata.gen2 Corporate Cardholder Guide February 2014

smartdata.gen2 Corporate Cardholder Guide February 2014 smartdata.gen2 Corporate Cardholder Guide February 2014 Table of Contents Chapter 1 Getting Started... 1-i Introduction... 1-1 Browser Requirements... 1-1 Security... 1-2 Selecting a Language Preference...

More information

Electronic Appraisal Delivery (EAD) Portal. FHA EAD Lender Admin Guide

Electronic Appraisal Delivery (EAD) Portal. FHA EAD Lender Admin Guide Electronic Appraisal Delivery (EAD) Portal FHA EAD Lender Admin Guide Last Updated: October 2015 FHA EAD Lender Admin Guide Page 2 of 95 Version 1.3.1 TABLE OF CONTENTS INTRODUCTION... 5 WHAT IS THE ELECTRONIC

More information

Support Connect Overview and FAQ

Support Connect Overview and FAQ Support Connect Overview and FAQ Table of Contents Overview... 1 Getting Started... 1 Account Management... 2 Left-hand Navigation Pane... 3 FAQ: Web Browsers... 6 FAQ: Registration and Passwords... 6

More information

Regions OnePass USER GUIDE. It s time to expect more. Regions Bank Member FDIC Revised

Regions OnePass USER GUIDE. It s time to expect more. Regions Bank Member FDIC Revised Regions OnePass USER GUIDE It s time to expect more. Regions Bank Member FDIC Revised 051616 User Guide Table of Contents Section I. Regions OnePass Basics 3 What Is Regions OnePass? 3 Minimum Browser

More information

efiletexas.gov Review Queue User Guide Release

efiletexas.gov Review Queue User Guide Release efiletexas.gov Review Queue User Guide Release 2017.1 EFS-TF-200-4075 v.1 October 2017 Copyright and Confidentiality Copyright 2017 Tyler Technologies, Inc. All rights reserved Use of these materials is

More information

Consumer Banking User Guide. Getting Started

Consumer Banking User Guide. Getting Started Consumer Banking User Guide Getting Started Contents About the platform... 3 Installing the mobile banking app... 4 Opening mobile banking... 4 Accessing the online banking site... 4 Browser requirements...

More information

User Guide. Prepared by activpayroll s activ8 Team - Updated October Page 1 of 6

User Guide. Prepared by activpayroll s activ8 Team - Updated October Page 1 of 6 User Guide Prepared by activpayroll s activ8 Team - Updated October 2016. activ8@activpayroll.com Page 1 of 6 Contents Contents... 2 How do I view my bank details?... 3 How do I edit my bank details?...

More information

GRS Enterprise Synchronization Tool

GRS Enterprise Synchronization Tool GRS Enterprise Synchronization Tool Last Revised: Thursday, April 05, 2018 Page i TABLE OF CONTENTS Anchor End User Guide... Error! Bookmark not defined. Last Revised: Monday, March 12, 2018... 1 Table

More information

Getting Started Quick Start Guide

Getting Started Quick Start Guide Getting Started Quick Start Guide This guide provides tips for users new to using the Learning Environment. It discusses how to navigate the main areas and how to change your personal preferences and settings.

More information

Isi Net User Manual for Bank customers

Isi Net User Manual for Bank customers 1 Table of Contents 1 Introduction and overview... 4 1.1 Isi Net User Types... 4 1.2 Accessing the Isi Net service... 5 1.2.1 User Login... 5 1.2.2 User Logout... 7 1.3 User Interface... 7 1.3.1 Menus...

More information

Odyssey File & Serve. Review Queue User Guide Release 3.11

Odyssey File & Serve. Review Queue User Guide Release 3.11 Odyssey File & Serve Review Queue User Guide Release 3.11 OFS-FS 200 3375 v.1 June 2015 COPYRIGHT AND CONFIDENTIALITY Copyright 2015 Tyler Technologies, Inc. All rights reserved. All documentation, source

More information

SmartPay Business. An Introduction to SmartPay Business for Merchants

SmartPay Business. An Introduction to SmartPay Business for Merchants SmartPay Business An Introduction to SmartPay Business for Merchants Contents Introduction to SmartPay Business... 1 Navigational Features... 2 Top Menu Bar... 2 Left Main Menu... 3 Collapsing/Expanding

More information

Client Portal Client User Manual

Client Portal Client User Manual Client Portal Client User Manual Version 2.0 Contents Client Portal User Manual... 3 Groups and User Levels... 3 Inviting Users... 5 Terms of Use... 9 Removing Users... 12 Password Reset... 14 List Items

More information

Online CDC service. HowTo guide for certifying organisations

Online CDC service. HowTo guide for certifying organisations Online CDC service HowTo guide for certifying organisations Disclaimer While every reasonable effort has been made to ensure that this document is correct at the time of printing, the State of NSW, its

More information

Development Application Online. HowTo guide for applicants

Development Application Online. HowTo guide for applicants Development Application Online HowTo guide for applicants Disclaimer While every reasonable effort has been made to ensure that this document is correct at the time of printing, the State of NSW, its agents

More information