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Your Citi/State of Texas Commercial Card Program Resource Link

Program Administrator Training

Welcome to the Citi Training website! Please find the updated schedule of upcoming, webinar sessions below. Click on the session titles for a course description and WebEx details.

December 2016
Date Time Course Title
December 1, 2016 10:00 a.m. - 11:00 p.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

December 6, 2016 1:00 a.m. - 2:00 p.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

December 7, 2016 10:00 a.m. - 11:00 p.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

December 7, 2016 1:00 p.m. - 2:00 p.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

December 8, 2016 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

December 13, 2016 10:00 a.m. - 11:00 p.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

December 14, 2016 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

December 15, 2016 10:00 a.m. - 11:00 p.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

December 15, 2016 1:00 p.m. - 2:00 p.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

January 2017
Date Time Course Title
January 10, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

January 11, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

January 12, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

January 18, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

January 18, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

January 19, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

January 24, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

January 25, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

January 26, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

Feburary 2017
Date Time Course Title
February 7, 2017 1:00 p.m. - 2:00 p.m. CT
CitIManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

February 9, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

February 14, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

February 14, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

February 15, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

February 16, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

February 22, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

February 23, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site

February 28, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

March 2017
Date Time Course Title
March 7, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic

This high level overview of CitiManager includes: basic navigation, reviewing statements and transactions, managing user access, and resources. Not all functionality may apply to your company's individual set up.

WebEx Site

March 9, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Basic GCMS

This class provides a basic overview of the Global Card Management System (GCMS) to include: basic navigation, searching for transactions, transaction details, basic reallocation and reporting, and account maintenance. Not all functionality may apply to your company's individual set up.

WebEx Site

March 14, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: What Can My Cardholders Do?

As a Program Administrator, learn what capabilities your cardholders have access to, within Citi's technology toolset. You'll be pointed towards resources within CitiManager you can share with your Cardholders to continue to encourage their use of CitiManager for managing their Citi card accounts.

WebEx Site

March 14, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Bulk Online Applications & Bulk Online Maintenance

**Only applies to Program Administrators who utilize CitiManager Auto Enroll (AE) and/or File Maintenance (FM) functionality today.**

Please join us for a training webinar on Citi's Commercial Cards Bulk Online Application (BOLA) & Bulk Online Maintenance (BOLM) that will replace the existing Auto Enroll (AE) & File Maintenance (FM) functionality in the CitiManager web tool.

WebEx Site

March 15, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Basic Reports

This class provides a basic overview of the Citibank Custom Reporting System (CCRS) to include: basic navigation, running a standard report, completing basic edits to the report and subscribing to a report so it will run automatically in the future.

WebEx Site

March 16, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Solutions to Frequently Asked Questions

This session provides insight into the top 5 help desk inquiries that Citi receives and how Program Administrators can best resolve them.

WebEx Site

March 21, 2017 10:00 a.m. - 11:00 a.m. CT
CitiManager: Advanced CCRS

This class provides an advanced demonstration of the Citibank Custom Reporting System (CCRS) to include: the data dictionary, creating a report, editing in design mode, and advanced save options.

WebEx Site

March 22, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Online Applications & Maintenance

This class reviews the CitiManager online application process in detail to include: setting up a new passcode, uploading a supervisor list and the approval process. This class will also demonstrate how to perform routine online maintenance such as closing an account and increasing the credit limit. Not all functionality may apply to your company's individual set up.

WebEx Site

March 23, 2017 1:00 p.m. - 2:00 p.m. CT
CitiManager: Advanced GCMS

This class provides an advanced demonstration of the Global Card Management System (GCMS) to include: company site configurations, reporting cycles, account groups, cost allocation management, transaction management, creating a report, user templates and email notifications. Not all functionality may apply to your company's individual set up.

WebEx Site