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Your Citi/State of Texas Commercial Card Program Resource Link

Program Administrator Training

Attention Program Administrators:
Citi Training Webinar Schedule and Connection Details

January 2015

CitiManager® Card Management Portal

CitiManager® Card Management Portal for Program Administrators – Wednesday, January 14th @ 1 p.m. CT

The CitiManager® Card Management Portal is the foundational management tool for both PAs and cardholders. It provides basic self-service tools for managing the Purchase and Travel Card Programs. It enables you to retrieve statements, as well as perform real-time account management and maintenance. It also serves as the Single Sign-On portal. During this session, you'll learn how to use the CitiManager portal, as well as how to access Citi's other online tools, including: Citi® Custom Reporting System (CRS), CitiDirect® Global Card Management System (GCMS) and Citi® Commercial Card Learning and System Support (CLASS).

Highlights of this session include:

  1. Learn how to create CitiManager user profiles
  2. Learn how to register a new cardholder
  3. Learn how to enable the Single Sign-on functionality for both new and existing CitiManager users
  4. Learn how to quickly and efficiently retrieve account statements and cardholder transaction activity
  5. Learn how to enable e-mail notifications for yourself and your cardholders

Kevin Wallace invites you to attend this online meeting.

NOTE: Citi recommends using the "Run as Temporary Application" solution when prompted in Internet Explorer after clicking the meeting link. Detailed steps can be found https://globalconsumer.collaborationtools.consumer.citigroup.net/sites/CO/WebEx%20Documents/End%20User%20Documentation/Webex%20IE%20Behaviors.docx depending on your environment.

Please click the Meeting URL and then use the "Call Me" feature instead if dialing into the audio portion of the meeting.

Topic: SOTx CM 1/14, GCMS 1/21 and CCRS 1/28
Date: Every Wednesday, from Wednesday, January 14, 2015 to Wednesday, January 28, 2015
Time: 1:00 pm Central Time

Meeting Number: 647 527 651
Meeting Password: Training14

To join the online meeting (Now from mobile devices!)

  1. Go to https://citigroup.webex.com/citigroup/j.php?MTID=m550ff9a9e558eeaa91edf247ef111fb6
  2. If requested, enter your name and email address.
  3. If a password is required, enter the meeting password: Training14
  4. Click "Join".

To join the teleconference only

Toll-Free Call-in number: 1-972-793-8844  (US)
Attendee access code: 716 806 0665

For Assistance

Option 1 – For general account or technical related questions, please visit the Web Conferencing site (http://www.citigroup.net/ti/computerhelp/ITPath/conferencing/web.html) or contact your local helpdesk via the OneTouch Customer Service Portal (http://www.citigroup.net/ti/onetouch).

Option 2 – For urgent, technical assistance during a meeting, please call WebEx Technical Support Team at 866-229-3239 or +1-408-435-7088, 24 hours a day 7 days a week.
Note: Please only contact WebEx Technical Support directly, if you are in a meeting.

Option 3 – Go to https://citigroup.webex.com/citigroup/mc, On the left navigation bar, click "Support".
Note: Please only contact WebEx Technical Support directly, if you are in a meeting.

Security

Per Citi Compliance requirements, WebEx is not permitted to be used for recording Citi Confidential data or higher. Only Citi Internal or Public data is permitted to be recorded. BISO/GISO approval is necessary to ensure that Citi Confidential or higher data is not discussed/shared in any conference being recorded by WebEx. Citi WebEx account holders and approvers are responsible for ensuring that this policy is understood and acknowledged. Violation of this policy will result in disciplinary action.

You can contact me at:
kevin.wallace@citi.com
1-6364561232

To add this meeting to your calendar program (for example Microsoft Outlook), click this link: https://citigroup.webex.com/citigroup/j.php?MTID=m540e9d354d9cec39c82715ba188c1747

The playback of UCF (Universal Communications Format) rich media files requires appropriate players. To view this type of rich media files in the meeting, please check whether you have the players installed on your computer by going to https://citigroup.webex.com/citigroup/systemdiagnosis.php.

http://www.webex.com

CCP:+19727938844x7168060665#

IMPORTANT NOTICE:This WebEx service includes a feature that allows audio and any documents and other materials exchanged or viewed during the session to be recorded. By joining this session, you automatically consent to such recordings. If you do not consent to the recording, discuss your concerns with the meeting host prior to the start of the recording or do not join the session. Please note that any such recordings may be subject to discovery in the event of litigation.

Template – Meeting Invitation

Global Card Management System (GCMS)

CitiDirect® Global Card Management System (GCMS) – Wednesday, January 21st @ 1 p.m. CT

The Global Card Management System (GCMS) allows management of your Citi Purchase and Travel Card Program. GCMS is a tool for managing cardholder authorization controls and accessing transaction information. In GCMS, you can perform cost allocation on transactions and print out a group of standardized program management reports.
In this session, we’ll review:

  1. Overall system navigation to include setting up Administrator and Cardholder Profiles
  2. How to search for accounts within GCMS
  3. How to retrieve transaction activity and how to set-up real-time alerts
  4. How to search for declined transactions
  5. How to establish account groups

Kevin Wallace invites you to attend this online meeting.

NOTE: Citi recommends using the "Run as Temporary Application" solution when prompted in Internet Explorer after clicking the meeting link. Detailed steps can be found https://globalconsumer.collaborationtools.consumer.citigroup.net/sites/CO/WebEx%20Documents/End%20User%20Documentation/Webex%20IE%20Behaviors.docx depending on your environment.

Please click the Meeting URL and then use the "Call Me" feature instead if dialing into the audio portion of the meeting.

Topic: SOTx CM 1/14, GCMS 1/21 and CCRS 1/28
Date: Every Wednesday, from Wednesday, January 14, 2015 to Wednesday, January 28, 2015
Time: 1:00 pm Central Time

Meeting Number: 647 527 651
Meeting Password: Training14

To join the online meeting (Now from mobile devices!)

  1. Go to https://citigroup.webex.com/citigroup/j.php?MTID=m550ff9a9e558eeaa91edf247ef111fb6
  2. If requested, enter your name and email address.
  3. If a password is required, enter the meeting password: Training14
  4. Click "Join".

To join the teleconference only

Toll-Free Call-in number: 1-972-793-8844  (US)
Attendee access code: 716 806 0665

For Assistance

Option 1 – For general account or technical related questions, please visit the Web Conferencing site (http://www.citigroup.net/ti/computerhelp/ITPath/conferencing/web.html) or contact your local helpdesk via the OneTouch Customer Service Portal (http://www.citigroup.net/ti/onetouch).

Option 2 – For urgent, technical assistance during a meeting, please call WebEx Technical Support Team at 866-229-3239 or +1-408-435-7088, 24 hours a day 7 days a week.
Note: Please only contact WebEx Technical Support directly, if you are in a meeting.

Option 3 – Go to https://citigroup.webex.com/citigroup/mc, On the left navigation bar, click "Support".
Note: Please only contact WebEx Technical Support directly, if you are in a meeting.

Security

Per Citi Compliance requirements, WebEx is not permitted to be used for recording Citi Confidential data or higher. Only Citi Internal or Public data is permitted to be recorded. BISO/GISO approval is necessary to ensure that Citi Confidential or higher data is not discussed/shared in any conference being recorded by WebEx. Citi WebEx account holders and approvers are responsible for ensuring that this policy is understood and acknowledged. Violation of this policy will result in disciplinary action.

You can contact me at:
kevin.wallace@citi.com
1-6364561232

To add this meeting to your calendar program (for example Microsoft Outlook), click this link: https://citigroup.webex.com/citigroup/j.php?MTID=m540e9d354d9cec39c82715ba188c1747

The playback of UCF (Universal Communications Format) rich media files requires appropriate players. To view this type of rich media files in the meeting, please check whether you have the players installed on your computer by going to https://citigroup.webex.com/citigroup/systemdiagnosis.php.

http://www.webex.com

CCP:+19727938844x7168060665#

IMPORTANT NOTICE:This WebEx service includes a feature that allows audio and any documents and other materials exchanged or viewed during the session to be recorded. By joining this session, you automatically consent to such recordings. If you do not consent to the recording, discuss your concerns with the meeting host prior to the start of the recording or do not join the session. Please note that any such recordings may be subject to discovery in the event of litigation.

Template – Meeting Invitation

Citi Custom Reporting System (CCRS)

Citi Custom Reporting System (CCRS) Upgrade Review & Let's get Started...Running Reports – Wednesday, January 28th @ 1 p.m. CT

The CCRS reporting system allows Program Administrators to identify transactions that are not within program parameters, thereby automating the audit view process. This session covers how to start leveraging the reporting application. Through CCRS, you’ll gain access to standardized and customized reports and a choice of over 600 data elements.

In this session, Program Administrators will learn how to:

  1. Navigate the reporting system
  2. Schedule reports
  3. Run, view and edit reports
  4. Save report templates
  5. Sort and export reports
  6. Set-up user preferences within the platforms
Some of the recent enhancements users can expect to learn about are:
  • An increased number of easy-to-use navigation buttons
  • New toolbars and menu options
  • Improved ‘Report Builder’ options

Kevin Wallace invites you to attend this online meeting.

NOTE: Citi recommends using the "Run as Temporary Application" solution when prompted in Internet Explorer after clicking the meeting link. Detailed steps can be found https://globalconsumer.collaborationtools.consumer.citigroup.net/sites/CO/WebEx%20Documents/End%20User%20Documentation/Webex%20IE%20Behaviors.docx depending on your environment.

Please click the Meeting URL and then use the "Call Me" feature instead if dialing into the audio portion of the meeting.

Topic: SOTx CM 1/14, GCMS 1/21 and CCRS 1/28
Date: Every Wednesday, from Wednesday, January 14, 2015 to Wednesday, January 28, 2015
Time: 1:00 pm Central Time

Meeting Number: 647 527 651
Meeting Password: Training14

To join the online meeting (Now from mobile devices!)

  1. Go to https://citigroup.webex.com/citigroup/j.php?MTID=m550ff9a9e558eeaa91edf247ef111fb6
  2. If requested, enter your name and email address.
  3. If a password is required, enter the meeting password: Training14
  4. Click "Join".

To join the teleconference only

Toll-Free Call-in number: 1-972-793-8844  (US)
Attendee access code: 716 806 0665

For Assistance

Option 1 – For general account or technical related questions, please visit the Web Conferencing site (http://www.citigroup.net/ti/computerhelp/ITPath/conferencing/web.html) or contact your local helpdesk via the OneTouch Customer Service Portal (http://www.citigroup.net/ti/onetouch).

Option 2 – For urgent, technical assistance during a meeting, please call WebEx Technical Support Team at 866-229-3239 or +1-408-435-7088, 24 hours a day 7 days a week.
Note: Please only contact WebEx Technical Support directly, if you are in a meeting.

Option 3 – Go to https://citigroup.webex.com/citigroup/mc, On the left navigation bar, click "Support".
Note: Please only contact WebEx Technical Support directly, if you are in a meeting.

Security

Per Citi Compliance requirements, WebEx is not permitted to be used for recording Citi Confidential data or higher. Only Citi Internal or Public data is permitted to be recorded. BISO/GISO approval is necessary to ensure that Citi Confidential or higher data is not discussed/shared in any conference being recorded by WebEx. Citi WebEx account holders and approvers are responsible for ensuring that this policy is understood and acknowledged. Violation of this policy will result in disciplinary action.

You can contact me at:
kevin.wallace@citi.com
1-6364561232

To add this meeting to your calendar program (for example Microsoft Outlook), click this link: https://citigroup.webex.com/citigroup/j.php?MTID=m540e9d354d9cec39c82715ba188c1747

The playback of UCF (Universal Communications Format) rich media files requires appropriate players. To view this type of rich media files in the meeting, please check whether you have the players installed on your computer by going to https://citigroup.webex.com/citigroup/systemdiagnosis.php.

http://www.webex.com

CCP:+19727938844x7168060665#

IMPORTANT NOTICE:This WebEx service includes a feature that allows audio and any documents and other materials exchanged or viewed during the session to be recorded. By joining this session, you automatically consent to such recordings. If you do not consent to the recording, discuss your concerns with the meeting host prior to the start of the recording or do not join the session. Please note that any such recordings may be subject to discovery in the event of litigation.

Template – Meeting Invitation