CitiManager® Quick Start Guide CardholdersApril 2017

Treasury and Trade Solutions

Contents

Apply for a Card Using an Invitation Passcode and Set PIN 3

Log In/Out of CitiManager 7

Activate New or Re-issued Card 8

Reset Forgotten Password 10

Retrieve Forgotten Username 12

View Statements 14

Print Statements 15

View Unbilled Transactions 17

View Transaction Authorizations and Declines 18

View PIN 19

Set Alerts 21

3Citimanager Quick Start Guide for Cardholders | Apply for a Card Using an Invitation Passcode and Set PIN

Apply for a Card Using an Invitation Passcode and Set PIN

Key Concepts

You can apply for a new card on CitiManager and you can choose your card PIN during the application process.

Before you can apply for a new card, an Invitation Passcode and the inviter’s e-mail address are required. Both are obtained from your Program Administrator. You will receive a confi rmation message after completing your application, when the necessary approvals have been received, either from a Supervisor and/or Program Administrator. You can view the status of your application in CitiManager by using the username and passcode created using the steps described below.

Once your card application is approved, the account will be linked to your CitiManager username and password that was created during the application process. This will allow you to perform functions in CitiManager such as view and print statements.

Step-by-Step Instructions

Screen Step/Action

CitiManager Login Screen 1. Navigate to www.citimanager.com/login.

2. From the CitiManager Login screen, click on the Apply for Card link.

The User Registration screen displays.

3. Click the Invitation Pass code radio button. Click the Continue button.

The Passcode Verifi cation screen displays.

Self-registration for Cardholders Screen 4. In the Invitation Passcode fi eld, type the Invitation Passcode that was sent to you by your Program Administrator.

5. In the Inviter’s e-mail address passcode fi eld, type the inviter’s e-mail address that was sent to you by your Program Administrator.

6. Click the Continue button.

The User Registration screen displays.

4

Screen Step/Action

Self-registration for Cardholders Screen — Registration Details 7. In the Username fi eld, type a username.

Note: A username is not case sensitive and must meet the following requirements:

• Must be more than six characters• May contain letters, numbers and

special characters• Cannot contain spaces(s)• Must not contain only numbers

8. In the Password fi eld, type a password that meets the password requirements.

Note: Passwords are case sensitive and must meet the following requirements:

• Should have six to nine characters• At least one letter is required• Must contain at least one number• Cannot be the same as your last

six password(s)

9. In the Confi rm password fi eld, retype the password.

10. From the Helpdesk verifi cation question drop-down list, select the verifi cation question.

11. In the Helpdesk verifi cation answer fi eld, type the answer to the verifi cation question you selected.

12. In the Personal Information section, complete the required fi elds.

Note: An asterisk (*) indicates a required fi eld and an entry must be made in that fi eld.

The required fi elds are First name, Last name, Country, Contact number, User Profi le e-mail Address, and Confi rm User Profi le e-mail Address.

13. Click the Continue button.

A pop-up message displays stating, “Your user ID has been created successfully. Please proceed further to apply for a card.”

Note: CitiManager will send an e-mail confi rming the registration and username created.

14. Click the OK button.

The Country screen displays.

Citimanager Quick Start Guide for Cardholders | Apply for a Card Using an Invitation Passcode and Set PIN

5

Screen Step/Action

Self-registration for Cardholders Screen — Card Details 15. Select the country of the currency where the card will be billed from the drop-down list and then select your language preference.

Note: Only the countries selected by your company will display in the drop-down list.

16. Click the Continue button.

The card application form displays.

Card Application Screen 17. Complete the required fi elds on the application.

Note: An asterisk (*) indicates a required fi eld and an entry must be made in that fi eld. If you are unable to complete the required fi elds, you can also save the application as draft and return to it later.

Card Application Screen – PIN Fields Set PIN

18. Complete the Fields PIN and Confi rm PIN to set up your PIN in step 4.

Note: The Help text present on the right gives the requirement of the PIN you set.

Citimanager Quick Start Guide for Cardholders | Apply for a Card Using an Invitation Passcode and Set PIN

6Citimanager Quick Start Guide for Cardholders | Apply for a Card Using an Invitation Passcode and Set PIN

Screen Step/Action

Card Application Screen with an application confi rmation message displays

19. Tick the declaration box and click the Submit button.

An application submission confi rmation message displays.

20. Click the OK button.

The CitiManager Login screen displays.

Note: The approving Supervisor or Program Administrator will receive an e-mail advising them that your application is awaiting their approval.

7Citimanager Quick Start Guide for Cardholders | Log In/Out of CitiManager

Log In/Out of CitiManager

Key Concepts

A username and password are required to access CitiManager which you would have set up at the time of your Application request. When you are fi nished using CitiManager, always use the Logout button. Do not close the application by using the browser Close (X) button.

Step-by-Step Instructions

Screen Step/Action

CitiManager Login Screen 1. Navigate to www.citimanager.com/login.

2. From the CitiManager Login screen, type your Username and Password in the required fi elds.

3. Click the Login button.

The Challenge Question screen displays.

Challenge Question Screen 4. In the challenge question fi eld, type the answer to the challenge question.

5. Click the Continue button.

The CitiManager Home screen displays. You have successfully logged into CitiManager.

Sign Out 6. To log out of CitiManager, click Sign Out at the top of the screen.

8Citimanager Quick Start Guide for Cardholders | Activate New or Re-issued Card

Activate New or Re-issued Card

Key Concepts

When you receive a new or re-issued card, you can now activate your newly received card by logging into CitiManager.

Upon successful login, CitiManager will show a window to remind you to activate your newly received card.

Step-by-Step Instructions

Screen Step/Action

Home Screen with card activation prompt window 1. After you have logged into CitiManager, the card activation prompt window appears on screen.

2. Click Activate Card button in the window.

The Home screen with card activation prompt window displays.

Home Screen 3. Alternatively, if you have not received your card then press the Cancel button

9

Screen Step/Action

Home Screen 4. You can activate your card at any time by clicking on the Card icon in the left hand toolbar from the Home Page

5. Then find the option Activate Card from the options that appear on the right hand side of the screen

Citimanager Quick Start Guide for Cardholders | Activate New or Re-issued Card

10Citimanager Quick Start Guide for Cardholders | Reset Forgotten Password

Reset Forgotten Password

Key Concepts

If you forget your password, it is necessary to reset your password in order to log in to the CitiManager. To reset your password, the following information is required:

• A valid username

• The last six digits of the Card number

Step-by-Step Instructions

Screen Step/Action

CitiManager Login Screen 1. Navigate to citimanager.com/login.

2. From the CitiManager Login screen, click the Forgot password? link.

The Forgot password screen displays.

Forgot Password Screen 3. Select the Cardholder radio button.

4. In the Username fi eld, type your username.

5. In the Account number (Last 6 digits) fi eld, type the last six digits of your account number.

6. Click the Continue button.

The Challenge Question screen displays.

11

Screen Step/Action

Challenge Question Screen 7. In the challenge question fi eld, type the answer to the challenge question and click the Continue button.

Note: You have three attempts to answer the challenge question correctly.

The Create New Password screen displays.

Create New Password Screen 8. Enter and confi rm your New password.

Note: Passwords are case-sensitive and must have six to nine characters. At least one letter is required, it must contain at least one number and cannot be the same as your last six passwords.

9. Click the Save button.

Your new password is saved and the CitiManager Home screen displays.

Citimanager Quick Start Guide for Cardholders | Reset Forgotten Password

12Citimanager Quick Start Guide for Cardholders | Retrieve Forgotten Username

Retrieve Forgotten Username

Key Concepts

If you have forgotten your username, you will need to retrieve it in order to log into CitiManager. Your username will be sent to the e-mail address on fi le. To retrieve your username, the following information is required:

• Account name as it appears on your card

• Account number (Full number)

Step-by-Step Instructions

Screen Step/Action

CitiManager Login Screen 1. Navigate to citimanager.com/login.

2. From the CitiManager Login screen, click the Forgot username? link.

The Forgot sign on — username screen displays.

Forgot Sign On — Username Screen 3. Select the Cardholder radio button.

4. In the Embossed Name fi eld, type your name as it appears on your card.

5. In the Account number (Full number) fi eld, type your full account number.

6. Click the Continue button.

The Challenge Question screen displays.

13

Screen Step/Action

Challenge Question Screen 7. In the challenge question fi eld, type the answer to the challenge question and click the Continue button.

Note: You have three attempts to answer the challenge question correctly.

The system sends an e-mail with the correct username to the e-mail address on fi le.

Citimanager Quick Start Guide for Cardholders | Retrieve Forgotten Username

14

View Statements

Key Concepts

Your statement displays the following information:

• Card details

• Account balances

• Transaction details

The most recent statement displays but it is possible to view statements from the previous 36 months.

Step-by-Step Instructions

Screen Step/Action

Home Screen 1. From the CitiManager Home screen, hover over statements.

Calendar shows to allow you to select the statement you wish to view.

Statement Screen 2. Statement Screen shows

To view other statements select from the available dates visible at the top of the statement screen, or repeat the process from Step 1.

Citimanager Quick Start Guide for Cardholders | View Statements

15

Print Statements

Key Concepts

From the Statement screen, it is possible to print a copy of your statement. The statement is printed as an Adobe PDF (Portable Document Format) document.

Step-by-Step Instructions

Screen Step/Action

Home Screen 1. From the CitiManager home screen hover your cursor over “Statements”.

Calendar shows to allow you to select the statement you wish to view.

Statement Screen 2. Statement Screen shows, to see a different month’s statement repeat process from Step 1.

3. To Print your statement select Download.

Citimanager Quick Start Guide for Cardholders | Reset Password

16

Screen Step/Action

Print Confirmation Message 4. A pop-up will appear, select the format you wish to view your statement in.

5. Print your statement from the document you have downloaded.

Citimanager Quick Start Guide for Cardholders | Reset Password

17

View Unbilled Transactions

Key Concepts

CitiManager allows you to view transactions as they post.

Unbilled transactions are all transactions that have posted to your account since your last statement which will be included in your forthcoming billing statement. You can view unbilled transactions before your next billing statement is generated. The unbilled transactions displayed will appear on your next statement and are not part of your current statement.

Step-by-Step Instructions

Screen Step/Action

Recent Activities 1. You can review your recent transaction history from the CitiManager home screen under Recent Activities.

Citimanager Quick Start Guide for Cardholders | View Unbilled Transactions

18

View Transaction Authorizations and Declines

Key Concepts

CitiManager allows you to view Authorizations and Declined Transactions on your cardholders’ accounts.

Authorization is the first stage of the transaction process. Every authorization request receives a response that either approves or declines the transaction. You can view authorizations that are outstanding on your available balance but not viewable in unbilled transactions.

Decline means the transaction that has received a decline decision from the card issuer during authorization process. This view provides the ability for you to review the declines on your account and the reasons for those declines.

Step-by-Step Instructions

Screen Step/Action

Unbilled Transactions Screen 1. From the CitiManger Home screen click on the statements icon and view recent transactions

2. Click on View Auth link to view details of auth.

Citimanager Quick Start Guide for Cardholders | View Transaction Authorizations and Declines

19

View PIN

Key Concepts

CitiManager allows you to view your PIN. This PIN is the PIN required for authorizing transactions at ATMs and merchant point of sale.

Additional security step is required to view your PIN. You can either follow the One Time Password prompts, or enter the card CVV code. After successful completion of the additional security step, PIN screen will show for 30 seconds.

Step-by-Step Instructions

Screen Step/Action

Home Screen 1. Select the Card icon in the left hand toolbar from the Home Page

Citimanager Quick Start Guide for Cardholders | View PIN

20Citimanager Quick Start Guide for Cardholders | View PIN

Screen Step/Action

View PIN Screen 2. From the right hand toolbar select View PIN

3. Choose one of the radio buttons to select the way you want to receive a One Time Passcode for additional security.

4. Enter your One Time Passcode

View PIN Screen 5. You will now be able to view your PIN.

Note: Please pay attention to the important information regarding to your PIN safety given on screen.

The View PIN screen displays.

21Citimanager Quick Start Guide for Cardholders | Set Alerts

Set Alerts

Key Concepts

As a cardholder, you can set alerts so notifications are automatically sent via e-mail or to your mobile device when certain selected activity occurs on your account. For example, you will be notified when your statement is available or when you are within a certain percentage of your credit limit.

You can receive these alerts either by e-mail or a text message to your mobile device. It is also possible to pick certain days and times to receive the mobile alerts.

Step-by-Step Instructions

Screen Step/Action

Home Screen 1. From the CitiManager Home screen hover over the Alerts symbol on the left hand navigation pane.

2. Click Alert Subscription.

22Citimanager Quick Start Guide for Cardholders | Set Alerts

Screen Step/Action

Alert Subscription Screen 3. Select the desired e-mail and/or mobile alerts.

Note: Some alerts may be greyed out and unavailable. Available alerts are set by your Program Administrator.

4. If selecting any mobile alerts, type your specific Country Code and Mobile number (no spaces).

5. For e-mail alerts, click the Manage e-mail Address link.

The User Profile e-mail Address screen displays.

6. Enter and confirm up to five e-mail addresses, then click the Save button.

The Set Alerts screen re-displays.

7. If you wish to receive your mobile alerts on specific days/times, expand the Mobile Alerts Time Preferences section.

8. Select your Time zone, a From time and To time, along with specific Day(s) you would like to receive your mobile alerts.

9. Confirm the Terms & Conditions by clicking the check-box, then click the Save button.

A confirmation message displays at the top of the screen.

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