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Trico Card Manager - Administration

Administration

The Administration menu allows the Program Administrator to manage users & cards, track card requests, and control billing accounts.

USERS & CARDS

To manage users and cards, on the menu bar, click Administration. The Users & Cards menu allows the Program Administrator to view information and perform actions for Trico Card Manager users.


Administration dashboard Display: Users & Cards

 

  • Click the Filter button to display only users and cards meeting the selected criteria. For example, you can view all active users or view all inactive cards.

UPDATE CARD – CONTACT DETAILS

  • From the Administration menu click Users & Cards
     
    • Using the filters, if needed, locate the user and card.

Administration dashboard display: Update card - contact details
 

  • Select the check box of a user.
     
    • The User & Card Details dialog box appears on the right side of the screen.

Administration dashboard display: Update card - contact details 2
 

  • Click the paper icon to display full details.
     
  • Enter updates as needed.
     

Administration dashboard display: Update card - contact details 3
 

ADD USER

  • From the Administration menu click Users & Cards
     

 

Administration dashboard display: Add User
 

  • Click the +Add button and Add Non-Cardholder User from the drop-down menu.
     

Note: a new card cannot be requested from this menu. To add a new card, contact

 

Administration dashboard display: Add User 2
 

  • Enter appropriate user information and click submit.
     

FULL DETAILS - CARD SUMMARY

Program Administrators can edit details for the user and card on the User & Cards Full Details screen. You can also update card limits, change user contact details, and move the user/card on the corporate hierarchy.

 

CHANGE LIMIT OR STRATEGY

A “Strategy” is a way to limit transaction types (example, cash advance)
 

  • From the Administration menu click Users & Cards
     
    • Using the filters, if needed, locate the user and card.
       
  • Select the checkbox of a card.
     
    • The User & Card Details dialog box appears on the right side of the screen.
       
  • Click the paper icon to display full details

 

Administration dashboard display: Change Limit or Strategy
 

  • From the Card Summary Screen scroll down and click Limit and Strategy.
     
  • Click Edit to make changes
     

Administration dashboard display: Change Limit or Strategy 2

  • Enter the new credit limit in whole amounts.
     
    • Use the dropdown to select/modify the authorization strategy.
       
  • Adjust Reset After options as necessary.
     
  • Click Submit.

     

SUSPEND ACCOUNT

  • From the Administration menu: click Users & Cards.
     
    • Using the filters if needed, locate the user and card.
       
  • Select the checkbox of a card.
     
    • The User & Card Details dialog box appears on the right side of the screen.
       
  • Click the paper icon to display full details.
     

NOTE: To close an account contact Card Member Services at 1-800-922-8742.

 

Administration dashboard display: Suspend Account
 

  • From the Card Summary click Account Status.
     
  • Click Edit to open the fields.
     
  • Choose Suspended from the “Change to” drop down menu.
     
  • Click Submit.

     

Administration dashboard display: Suspend Account 2
 

  • You will receive a confirmation message when finished.
     

BILLING CONTROL ACCOUNTS

Through the Billing Control Accounts Menu, the system separates the specialized billing control accounts from the employee cards for your convenience.

Administration dashboard display: Billing COntrol Accounts
 

 

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