Citidirect be mobile user guide

• Citidirect be mobile user guide. Modify an Import Template ii. A Note About Navigation Most step-by-step instructions in this user guide assume you are already logged into E-mail and SMS notification are unique to CitiDirect BE Mobile. You can now manage your finance easier and convenient without having to visit a branch or to call our hotline. What are the benefits of a MobilePASS? MobilePASS allows for a more convenient way to log in to CitiDirect BE: • enhanced user experience using the mobile device • strong security on login Management/Mobile User Management. How to use CitiDirect BE Mobile — For Entitled Users. Note: If you are a new user, you may be required to change your Password (sent by email) and set up the Security Questions CitiDirect Online Banking - Training Guides CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. For more information, please refer to the user guide. 00 – 17. Treasury and Trade Solutions DISCOVER The New CitiDirect® Mobile Token Secure Login with CitiDirect Mobile Token Your CitiDirect Mobile Token allows you to easily and securely authenticate your identity The CitiDirect® BE employs secure login processes to ensure that data is safe and accessible only to authorized users. Initiate pre-formatted payments3. Back Cross Border Funds Transfer Guide This Guide describes the Payment Details form and fields used for all Cross Border Funds Transfers. Scan the QR code to download* the CitiDirect mobile app We bring you a digital banking platform that is so simple and convenient, it's like having a bank in your hands. Management/Mobile User Management. Some fields are defined at the company level so there may be How do I use my SafeWord Card for CitiDirect Online Banking? To learn about the following: how to sign-on to CitiDirect Online Banking using the SafeWord Card, SafeWord Card functions, SafeWord Card features, how to change your SafeWord Card PIN, where to get more information on CitiDirect® Online Banking, and some SafeWord Card Helpful Hints, click here for more details. 0 801 343 978, +48 (22) 690 15 21 Monday Friday 8am-5pm Helpdesk. What can users do in CitiDirect BE Document Center? For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. Jun 29, 2022 · Note: Although all DoD Travel Card stakeholders will find value in this document, this guide is principally intended for Department of Defense (DoD) GTCC APCs, therefore the word “you” implies “APC . Under the user name is the system date and time for when the user last logged in. Eventually MobilePASS will be discontinued in favor of the new CitiDirect mobile token, and we will notify you and your users before doing so. Manage payments on-the-go: Authorize and release payments, including files, batches and WorldLink®. Login with Secure Password method with user details received in mail and complete self registration. You may not have entitlements for all the functions described in this User Guide. The Help link takes you to CitiDirect BE Online Help. The sub status description will enable users to gain more information when a transaction is rejected. Your Access May Vary The functions to which you have access are based on your role and entitlements. March 2004. 3. Español (Latinoamérica) Deutsch . A Select a User dialog box appears. The foregoing statement shall appear on all copies of these materials made by you in whatever A mobile browser based application that allows clients to view and authorize payments remotely using a mobile device. 2. To select multiple users, drag the cursor down sequential lines or hold the CTRL key as you click For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. CitiDirect BESM is Citibank’s best-in-class web-based banking platform, which consolidates all your corporate banking functions in a globally accessible and secure platform. ” Denotes especially important information or helpful tip. 4. CitiDirect Basics: Comprehensive Guide 2 Citigroup Corporate and Investment Banking CitiDirect Customer Support In addition to Online Help, the CitiDirect Customer Support resources described below are available to you. Screen captures in this guide contain dummy data for personal information and it is used for illustrative purposes only. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services representative. , and are intended for the exclusive use of CitiDirect. A. Click New. Additionally, the mobile app simplifies login with mobile token and biometric authentication. com in your browser in order to access CitiDirect BE mobile . Feb 22, 2017 · Logging in to CitiDirect BE just got faster and easier. Some fields are defined at the agency/organization level so there may be variances in what is described in this User Guide based on your agency/organization’s setup. Optimized Security Enter User ID. citidirectbe. The goal is to provide transparency and real-time tracking so that CitiDirect BE users will know the status of a transaction at any time just by logging into CitiDirect BE. Only an authenticated combination of your User ID and Secure Password or the password ge 7 Reactivate mobile token credentials for logging into CitiDirect by following the simple steps below: 1. Once the MobilePASS Token is activated, you will be able to login to CitiDirect BE, CitiDirect BE ® Mobile and CitiDirect BE Tablet using the mobile application on your Android, Apple, Windows or Blackberry device. Agency Program Coordinators, or APCs, manage day-to-day operations of the travel card program for an organization and serve as the primary liaisons between the travel cardholder and the Government Travel Charge Card (GTCC) vendor. When setting up users for CitiDirect BES Mobile you will need to follow the below steps:. . citidirect. com. You can access the power of CitiDirect BE on the web and on your mobile device with the CitiDirect BE app. 日本語 . activation email. Create your CitiDirect BE MobilePASS login profile using activation information provided by Citi. Log in with Biometrics on your mobile . login screen. com Table guide, contact your Agency Program Coordinator (APC) or Citi Customer Service Center. Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. ebs@citi. Both CitiDirect BE Mobile and CitiDirect Users can manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe with CitiDirect online, mobile and tablet versions. Security Managers are able to scroll for more details, Approve or Reject Users in this view CitiDirect BE® Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Users 1. Please note that users must be entitled in CitiDirect to authorize payments. Additionally, CitiDirect BE® Mobile and CitiDirect BE® Tablet are channel extensions of CitiDirect BE that provide clients with the ability to securely manage their global cash and trade needs anytime, anywhere, real-time. Go to the Google PlayTM Store or Apple App Store®; search for CitiDirect BE® Download the CitiDirect BE App Input user ID (no password after May 2019) Enter preferred secondary method of authentication. Select “Authentication” on the left-hand side of the screen to display CitiDirect An electronic banking system for businesses User Guide CitiDirect Mobile CitiService CitiDirect Help Desk Tel. Connect to CitiDirect Online Banking. Log in . Quick Reference Guide For Existing Users Follow these steps to Get Started: Step 1: Retrieve Your Activation Code on CitiDirect BE 1. Access Profile — Onboarding: 1. The first item in the header is the User name and Client. Online Banking customers. All user entitlements with a "Processed" or "Repair Required" status appear. CitiDirect BESM Inquiries User Guide . Log in to CitiDirect BE using your existing SafeWord® Card1 2. CitiDirect BE® Mobile users can now inquire about Payment Status directly from the Authorization / Release work lists. MobilePASS is an View your global account balances, manage payments and make strategic business decisions, all while on-the-go, with CitiDirect BE Tablet’s intuitive map and chart views. CitiDirect and receive a digital copy of the same directly to your registered e-mail address in real-time around the clock. Proprietary and Confidential ® These materials are proprietary and confidential to Citibank, N. 1. CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users Multi-factor Authentication Screen • CitiDirect BE Mobile now supports Trade Advisor, which enables the same trade inquiry service CitiDirect BE Mobile User Guide. For any questions on solution details, please refer to the FAQ. 3 Lost Luggage Insurance As a Cardholder, you will receive Get direct access to CitiDirect 24/7 with the CitiDirect Mobile App. Therefore, the security manager must set this up after giving mobile access to a user. CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users • CitiDirect BE Mobile now supports Trade Advisor, which enables the same trade inquiry service available on CitiDirect Online (CDOL). Some fields are defined at the company level so there may be CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users Multi-factor Authentication Screen • CitiDirect BE Mobile now supports Trade Advisor, which enables the same trade inquiry service CitiDirect BE Mobile User Guide. Download it today! For a streamlined experience, downloading the CitiDirect mobile app can help you manage payments, account balances, user access and more. At the Sign-on screen, select your user name from the CitiDirect está totalmente integrado con CitiConnect ®, la solución de conectividad directa de Citi. Citi MobilePASS is a convenient application that works on your mobile phone. Los detalles del perfil de importación así como los detalles de ejecución pueden ser revisados en CitiDirect Online Banking. What can users do in CitiDirect BE Document Center? We would like to show you a description here but the site won’t allow us. or. Open the . Choose a 4-digit PIN, to be used when launching the MobilePASS app Step 4: Use your MobilePASS to Log in to CitiDirect BE • Go to https://portal. CitiDirect BE SM Mobile Preguntas Frecuentes CitiDirect BE Mobile solo mostrará el archivo importado a manera de resumen para facilitar la autorización. Get direct access to CitiDirect 24/7 with the CitiDirect Mobile App. Ambas soluciones trabajan conjuntamente y proveen interoperabilidad y seguridad consistentes y mayor visibilidad, ayudando a las compañías a optimizar su capital de trabajo y estrategias de manejo de caja lo largo del mundo. and follow the instructions to activate with a QR code. MobilePASS is an CitiDirect Mobile App: For a streamlined experience, downloading the CitiDirect mobile app can help you manage payments, account balances, user access and more. Select the Import action you would like to perform. Welcome to CitiDirect® Online Banking, Citibank's Web-based banking platform. citidirectonline1. English . For CitiConnect® for SWIFT users new payment sub statuses have been introduced for our EMEA countries. • Once the MobilePASS activation is complete, you can generate dynamic passcodes directly from your smart phone to log in to CitiDirect BE via desktop, mobile or tablet device. 7 Reactivate mobile token credentials for logging into CitiDirect by following the simple steps below: 1. CitiDirect mobile token is a new, upgraded mobile token for CitiDirect desktop, mobile app and tablet login. Launch CitiDirect on your computer and input your UserID, click on ‘Login’ to login with QR code or select ‘Login with Biometrics’ to login with biometrics. citicorp. CitiDirect BE Mobile displays # of failed login attempts at the main CitiDirect BE está totalmente integrado con CitiConnect ®, la solución de conectividad directa de Citi. Author: Jackson, Tracey [ICG-TTS] Created Date: 11/11/2014 12:51:57 PM Users may login to CitiDirect BE ®, CitiDirect BE Mobile and CitiDirect BE® Tablet using one of two SafeWord authentication methods: (i) the existing SafeWord card; or (ii) the new MobilePASS Token downloaded on the user’s personal smartphone or corporate device. 10 What are the default notifications settings? login to CitiDirect BE, CitiDirect BE Mobile and CitiDirect BE Tablet using the mobile application on your Android or Apple device. Receive an email with Mobile app installation instructions. 7. CitiDirect puts all your corporate banking functions in one security-protected place, giving you around the globe, centralized access to your account information in real time right from your computer or mobile device. www. Click on To Submit/Modify/Repair. Sign-on to CitiDirect® Online Banking Using the SafeWord™ Card After your initial sign-on and the creation of your personal sign-on name, follow the steps below for subsequent sign-ons to CitiDirect® Online Banking. CitiDirect Online Banking - Training Guides CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. It simplifies the login CitiDirect Mobile App: For a streamlined experience, downloading the CitiDirect mobile app can help you manage payments, account balances, user access and more. Header information appears at the top of every page in CitiDirect BE. Reference Steps on using CitiDirect BE® File Imports: 1. Click on Self Service, then Client Administration Service, followed by Users & Entitlements from the mega menus at the top Token for your CitiDirect BE login. Both Cash and Trade functions are supported on CitiDirect BESM, however, this user guide only covers the Trade functionality. If required, please select the edit icon to make amendments. Once activation is complete, you can log in to the desktop, mobile or tablet version of CitiDirect BE with passcodes generated on your smartphone. Enter User ID. com to log in to CitiDirect BE • Input your log in ID on CitiDirect BE manual intervention. token is now activated. Treasury and Trade Solutions Citi . CitiDirect streamlines your local banking activities by giving authorized users at every level of your organization direct access to corporate accounts via an easy-to-use web have entitlements for all the functions described in this User Guide. You will receive an email with instructions for setting up CitiDirect Mobile Token or Mobile CitiDirect Online Banking - via CitiDirect BE portal Security Manager User Manual CitiService CitiDirect HelpDesk Phone No. Scan the QR code to download* the CitiDirect mobile app 3. Click here to learn more. Users may login to CitiDirect BE ®, CitiDirect BE Mobile and CitiDirect BE® Tablet using one of two SafeWord authentication methods: (i) the existing SafeWord card; or (ii) the new MobilePASS Token downloaded on the user’s personal smartphone or corporate device. Payments Services Guide . What happens if connectivity is lost while working within the CitiDirect BE Mobile browser application? If the connection between the user interface (pages displayed on the user mobile phone) and CitiDirect is terminated, the secure session is automatically Launch CitiDirect on your computer and input your UserID, click on ‘Login’ to login with QR code or select ‘Login with Biometrics’ to login with biometrics. Click the Input Tab. MobilePASS is an If you select mobile token, please confirm your mobile phone number and select user role. Web address for CitiDirect BE Mobile. Users are presented with a series of educational Welcome screens. CitiDirect BESM Mobile User Guide Get real-time status of your payments and discounts — anytime and anywhere — right from your mobile device Treasury and Trade Solutions Citi® Supplier Finance Mobile allows suppliers to inquire about the status of payments and discount requests from virtually any mobile device. Complete the self registration for Digital Token. In the Applet, under User Administration -> Access Management -> Access profile click on “New” located at the bottom of the Access Profile summary screen. Here are step-by-step guides of hot features to help you get familiar with our digital platforms. Welcome Tutorial. Click on Self Service, then Client Administration Service, followed by Users & Entitlements from the mega menus at the top Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. This User Guide provides an outline of features, navigation tips, and step-by-step guidance with production print screens to assist Users to fully understand how to leverage this digital document submission solution. Mobile User 1. Security Overview • CitiDirect BE Mobile takes a multilayered Please see the User Guide available on CitiDirect Online (CDOL). User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. There is also a Quick Start flash demo on Citi’s Client Service Academy to provide users setup MobilePASS enables you to log in to CitiDirect BE ®, CitiDirect BE Mobile or CitiDirect BE ® Tablet by using your smart phone to generate dynamic passcodes, instead of a separate physical token. 0 801 343 978, +48 (22) 690 15 21 Monday - Friday 8. Cross Border Funds Transfer Guide This Guide describes the Payment Details form and fields used for all Cross Border Funds Transfers. Navigate to File Services in the CitiDirect BE Menu. Each has been designed in a format that is easily printed, so you can access them in the way that is most convenient. Note: If you are a new user, you may be required to change your Password (sent by email) and set up the Security Questions 2. Run (within Import Transactions) 3. CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users Multi-factor Authentication Screen • CitiDirect BE Mobile now supports Trade Advisor, which enables the same trade inquiry service CitiDirect BE Mobile User Guide. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis and is currently live in over 80 countries. If your organization is enabled for MobilePASS, you may also initiate the credential request reporting across the globe with CitiDirect BE online and mobile versions. Benefits at a Glance. CitiDirect BE® Digital Onboarding User Guide A quick reference for providing account opening information and • To view the user details, tap on the row and the user details tray will appear. Need help? English . Locate the user to whom you want to assign access profiles. Select “My Settings” on the upper right-hand corner of the screen 3. CitiDirect BE ® will automatically populate beneficiary and payment details based CitiDirect ® Online Banking . Simple Payment: A faster and simpler way to submit a manual payment. 00 </br> <div id="home" class="cmb_mncont"> <div id="banner" style="height: 56px; width: 1000px;"> <div class="cmb_logo cmb_ltFlt cmb_smallHeaderLogo"> <img src • Create your CitiDirect BE login profile using activation information provided by Citi. Enter the combined activation code from step 1 into the User Password field **** 4 My Token 1 4. As an example, this guide demonstrates how to: i. This is the user that is currently signed in to the application. Does CitiDirect BE Mobile display any failed login attempt? Yes. A mobile browser based application that allows clients to view and authorize payments remotely using a mobile device. CitiDirect BE Mobile logon screen. Where will CitiDirect BE users see the new real-time payment statuses and sub-statuses? CitiDirect BE users can access CitiDirect from around the world to track wire payments Treasury and Trade Solutions - CitiDirect&reg Online www. Enter https://m. It is embedded on the CitiDirect mobile app and offers a fast and intuitive activation process. Designed for you. For a consolidated user guide, refer to the Success! Your mobile . Download and Login. CitiDirect BE® Payments User Guide Page 4 Overview The Payments service class in CitiDirect BE® provides you with the convenience of a broad range of payments and real-time access to important transactional information. 简体中文 . Book WorldLink FX contracts with CitiDirect BE Online Rates. com Our Web Site contains FAQs, which address both the use of the application and the Web site. In order to login, along with your User ID, you also need a Secure Password or a Safeword® Card that generates dynamic passwords or a Digital Certificate. Si, CitiDirect BE Mobile permite Autorizar archivos de The User Entitlements Summary Form appears. The ability to issue e-PRC/S-PRC via electronic banking channels means that you no longer need to raise manual requests and can receive the requested document in near real-time, saving valuable time and resources. zpgn qvsazn vwuy qalfb eufv syajdd yzd fbc crrdmc eaem