Citidirect be user guide.
CitiDirect – Client Security Manager.
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Citidirect be user guide Select “My Settings” on the upper right-hand corner of the screen 3. Select a Payment Initiation menu item (Input New Outgoing is illustrated here as just one way to initiate a new outgoing payment). you, we have created standard access profile templates. A In this context, an additional control validation has been set in place in CitiDirect BE where a regulatory warning is sent to the Security Managers upon their submission of an on-line entitlement request (i. Note: If you are a new user, you may be required to change your Password the Security Manager guide. • 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. Going forward to create a user in CitiDirect BE: 1. CitiDirect BE Mobileow to use CitiDirect BE Mobile — For Entitled Users| H. If you do not receive this mail, check your spam or junk mail folders and add “@citi. Below is a checklist of what CitiDirect BE profile. The User Entitlements Summary screen appears. Cash Management User Guide – Ecuador – V3. If you select mobile token and are directed to MobilePass, you will receive an email and text Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. Select Domestic Funds Transfer - Payroll under Payment Method, and select either Employee Reimbursements or Quick Reference Guide Logging In 1. You can track the parcel HERE. CitiDirect Basics : Using the basic features and functionality of CitiDirect Online Banking. Insights. Online Banking User Guide. To modify the access profiles of an existing user, see the topic To modify user entitlements. Step 4 changes introduced in CitiDirect must be authorized by another Security Manager. In order to login, along with your User ID, you also need a Secure Password or a Safeword® Card that generates 1. Supporting Klaviyo’s treasury transformation quickly and on the Bank’s website: www. CitiDirect Online Banking Basics Guides. 1. Security you’re an existing CitiDirect BE user. Securely manage your corporate banking functions with CitiDirect. Authorizers required Note: A user with Input and Authorization entitlements cannot perform input and authorization of the same payment. refer to the CitiDirect BE User Guide. to guide you in using it and records your entries as you type them while accessing CitiDirect Online Banking. pl and that it approves its content and undertakes to get Users acquainted with the provisions of the User Manual. Basics Guides CitiDirect Online Banking - Training Guides: CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. Enter your Login ID and email address. Once set up, the client will be able to see this service in CitiDirect BE Pulling Invoices from CitiDirect BE® | User Instructions 4. Using the binocular icon lookup, select a WorldLink ID. Select “Authentication” on the left-hand side of the screen to display Select your Login Method based on your credential type. The User of CitiDirect for whom the new SafeWord card / PIN was ordered will receive an automatic system e-mail. Online Help . 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. At this point in time, when an individual is entitled to mobile access, they will be Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. The contents required in the ruleset. This data is a sample and system administrators are encouraged to create a similar Treasury and Trade Solutions - CitiDirect® Online www. CitiDirect Online Banking - Training Guides: CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. Can the User/s with Security Manager entitlements assign entitlements to all functions available in CitiDirect? Not to all of them. Support News Information compiled by the support team to help you use CitiDirect solutions and services. Each has been designed in a format that is easily printed, so you can access them in the way that is CitiDirect BESM, however, this user guide only covers the Trade functionality. Log in to CitiDirect® Services for secure access to global transaction capabilities and account management. Submitted delivery options may need to be authorized by another user who has access to Library Maintenance (depending Cash Management User Guide – Ecuador – V3. For a consolidated user guide, refer to the Multi-factor Authentication Guide. The Access Profile service class is used to grant users access to specific services, processes, and accounts within CitiDirect. 2. defines a period during which the user will be . xml file for trusting all URLs of CitiDirect BE is shown below. Investors. Access to individual items and sub-items of the Main Menu CitiDirect BE® Payments Quick Reference Guide Initiate a Payment: 1. Click Go to Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software. and are intended for the exclusive use of CitiDirect® Online Banking customers. All user entitlements with a "Processed" or "Repair Required" status appear. After the user is entitled to have mobile access via the CitiDirect security manager function, then a user can be authenticated via CitiDirect BE Mobile using the same safeword card credentials. Once activation is complete, you can log in to the desktop, mobile or tablet version of CitiDirect BE with passcodes generated on your Biometric login to CitiDirect; CitiDirect login methods; How to reset PIN code to the token for a CitiDirect user; A short manual how to use a SafeWord card; CitiDirect Homepage - menu order and widgets; CitiDirect - Security, technical requirements When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. All user profiles with a "Processed" or "Repair Req'd" status are listed. Click on the banner at the bottom of the page: Log in with Biometrics on your For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. ® PART 3 – BIOMETRIC LOGIN TO CITIDIRECT BE ON A DESKTOP 1. In the Applet, under User Administration -> Access Management -> Access profile click on “New” located at the bottom of the Access Profile summary screen. You can make domestic and cross-border funds transfers, internal Revenue transfers, social security transfers, postal funds transfers, SEPA transfers, and CitiDirect BE Account Certification | What is Account Certificate What is Account Certificate? Account Certification is a letter written by the bank to prove your ownership of the account, or a confirmation of the account balance at a specific date. 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. The CitiDirect Basics Guides provide an overview of CitiDirect, including installation, sign-on procedures, basic navigation, and procedures for CitiDirect and receive a digital copy of the same directly to your registered e-mail address in real-time around the clock. Citi, like in case all other products, puts security at the heart of the CitiDirect BE ®. To use Access Profile, click Access Management on the CitiDirect navigation bar, and then click Access Profile. 0 801 343 978, +48 (22) 690 15 21 Monday through Friday, 8 am - 5 pm User ID (alias) received from the bank in the e-mail, while your entitlements were configured, then click Log in. CitiDirect BE® File CitiDirect Technical Assistance tel. In the Payment Method form, select the Debit Account and Payment Currency using the binocular Citi's next-generation award-winning banking platform CitiDirect ® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. Multi-factor Authentication Screen 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. Run (within Import Transactions) 3. CitiDirect Online Banking ® July 2006 . Each has been designed in a format that is easily printed, so you can access them in the way that is The CitiManager® Site End-to-End User Guide for Non-cardholders provides detailed step-by-step instructions for all CitiManager Site functions available to Non-cardholders. Search for the Import Template you would like to Modify. citihandlowy. Learning Center. This user guide provides quick navigation CitiDirect Basics: Comprehensive Guide 3 Citigroup Corporate and Investment Banking Sign-on Requirements To sign-on to CitiDirect, ensure that you have the following: • A SafeWord™ card and a corresponding Personal Identification Number (PIN), or a Secured Password ID, provided by your Security Manager. com 2. Careers. Go to Create User a. Payments Services Guide . My Account. Frequently Asked Questions . 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. Chat with manual Explore directory My manuals Loading results Computers & electronics; Software; Citi; BESM; User Guide; 208 Pages Citi BESM Direct User guide Select your Login Method based on your credential type. A training request form [citidirect. Optimized Security Guide for Security Managers The CitiDirect mobile token is a new, upgraded version of mobile token for CitiDirect desktop, mobile and tablet login. Section II – User entitlements: Note: All users mentioned will have access to the accounts in Section 1. 0 - Junio 2022 2 | P a g e • Citi e-banking channels, which include CitiDirect BE There is a Quick Start Guide in CDOL to train user on setup and functional training. A. citicorp. Select the User Profile to which you would like to add credentials. • Log into the CitiDirect Mobile app and tap on the “Would you like to enable Mobile Token” banner at the top of the My ToDos screen. Connect to CitiDirect Online Banking. pl Bank Handlowy w Warszawie S. The foregoing statement shall appear on all copies of these materials made by you in whatever 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. a. Select Access Profiles 2. Reporting Misuse. . -Logon Screens . Descriptions CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users • CitiDirect BE For more details, please refer to the CitiDirect BE User Guide. You may not have entitlements for all the functions described in this User Guide. Upon login, select “Self Service” and under Client Administration Service, select User & Entitlements – New. 3. for access to the . 0 - Junio 2022 1 | P a g e Treasury and Trade Solutions Cash Management User Guide Ecuador . They help us to know which pages are the most and least popular and see how visitors move around the site. that cover features and functionality across all CitiDirect services. The foregoing statement shall appear on all copies of these available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. CitiDirect ® Online Banking . Basics Guides CitiDirect Basics: Setting Your Preferences Guide Jul. Open the login page https://portal. Businesses. com” to your list of accepted emails. CitiDirect® Online Banking Automated File and Report Delivery User Guide: Third Party Toolkit for S/MIME August 2003 Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. Click the Access Management category on the CitiDirect navigation bar, and then click User Under the user’s profile check the box titled “enable” to enable user; uncheck the enable box to disable the user — make sure you save your changes (also refer to the Security Manager Guide for more information). In Login ID, User Information’. Select credentials c. Some fields are defined at the company level so there may be available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. Proprietary and Confidential . For more details, please refer to the CitiDirect BE User Guide. To view the invoice, User needs to click on the “Number” hyperlink. citidirect. active in the system. Citi Commercial Cards MobilePASS Reference Guide which includes the same information in the email. On the CitiDirect navigation bar, click Access Management, and then click User Entitlements. Based • Modern user interface • Popular mobile gestures • Real-time access • Footprint of 80+ markets and supports 23 languages CitiDirect BE® App is an extension of our flagship online banking platform that leverages the same security and technology as CitiDirect BE. Some fields are defined at the company level so there may be Log in to Citi Commercial Cards to manage your business expenses and travel. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 CitiDirect BE® Login Quick Reference Guide Resetting Your Password 1. 8 Is it possible to confirm when a user has Quick Reference Guide For New Users Your user ID and Activation Code will be provided to you over email and SMS for security reasons. At the Sign-on screen, select your user name from the drop down list in the Sign-on Name field and click Sign-on. This manual shows how to add entitlements on a user that has already been created and • Create your CitiDirect BE login profile using activation information provided by Citi. option 3 – Resend Email PIN – refers to re-activation of PIN for the SafeWord card held by the User, the PIN will be sent to User’s Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. User Entitlements and Screen Variations . Navigate to Self Service > Client Administration Service > Create User 2. 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 The MobilePASS Reference Guide is with any other CitiDirect BE user. CitiDirect mobile token is embedded within the CitiDirect mobile app and • User needs to re-install the CitiDirect mobile token on a new device • User cannot locate the activation email of the user, starting with . 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. You can enter several email addresses separated by a semi-colon. Select your Login Method based on your credential type. Treasury and This user guide provides an overview of the Payments capability in CitiDirect BE. Enter User ID. You can access the series of Basics Guides in the . Enter the User information, first by selecting the active status then filling in the required user information. These are the entitlements (without accounts yet) that are selected most frequently, bundled in groups. Log in to access CitiDirect® services and manage your corporate banking functions securely. MobilePASS is an available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. We bring you a digital banking platform that is so simple and convenient, it's like having a bank in your hands. The CitiDirect experience was designed to help users manage Step 1 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. Input the Payment Amount and click “Continue” to proceed. com. Learn more. See Login Help for more information. This user guide provides quick navigation 3 Additional Resources Basics Guide In conjunction with the Administrative Messages Guide, you are encouraged to read the CitiDirect Basics Guides, available in the CitiDirect Basics section of the Learning Center at www. creation of a new user and/or change entitlement rights). The foregoing statement shall appear on all copies of these on CitiDirect online. is one of a series of . y 2006 CitiDirect Online Banking ® Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. Upon registration, you may CitiDirect Online Banking - Training Guides: CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. The process tabs displayed on the Direct Debit Mandates Summary screen may vary depending upon the entitlements set for your User ID. 6 CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users administrator will need to download an update to this standard, otherwise an Step 1 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. The foregoing statement shall appear on all copies of these User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. Learn about the features and capabilities of CitiDirect BESM, including user authentication, security features, and workflow management. Bankunk célja, hogy a rendszer zavartalan használatához minden információt és támogatást azonnal megadhassunk, ezért az Electronic Banking Help Desk (EB Help Desk) munkatársai a +36 (1) login to CitiDirect BE, CitiDirect BE Mobile and CitiDirect BE Tablet using the mobile application on your Android or Apple device. When setting up users for CitiDirect BES Mobile you will need to follow the below steps:. Select a Payment Initiation menu item (Input New Outgoing is illustrated here as one way to initiate a new outgoing payment). CitiDirect — Account Statement — Comprehensive report 12 Enter the destination E-Mail address, the Message Subject and File Name. According to Argentina's regulations, users with payment approval ability in CitiDirect BE are considered as persons Thanks to CitiDirect BE Mobile, every CitiDirect BE user - anywhere and at any time on smartphone or tablet – may have an access to the most essential functions of the system, such as: payment authorization, real time access to account balance information and transaction history on company’s accounts. com, click Forgot Password? 2. How can I get an Activation Code for the the Security Manager, may not be associated with any other CitiDirect BE user. Your user CitiDirect BE user account can be disabled if i) Your last login was more than 180 days ago ii) You made 6 or more invalid login CitiDirect – Client Security Manager. com] Detailed step-by-step instructions for CitiManager Site functions can be found in the CitiManager Site User Guide [PDF, 53 pages]. About Us. 1 CitiDirect Digital Onboarding Login Set Up | Table of Contents New CitiDirect User Multi Factor Authentication Process — MobilePASS 1. Most significant of these services , in a user profile is where you can add or modify entitlements. the country code. Select “PKR – Pakistani Rupee” as the Payment Currency and “Cross Border Funds Transfer” as the Payment Method. User Profiles contain information about users, such as their name, address, city, country, and the hours of the week during which they can access CitiDirect. Manage everyday transactions, view account balances and more right CitiDirect BE Digital Onboarding offers a single window into onboarding, providing globally consistent documentation and requiring less information to be submitted Clients can complete an entire account opening online through CitiDirect BE Clients can track the statuses and provide information through CitiDirect BE Better reuse of data and A CitiDirect ® Online Banking rendszert úgy készítették, hogy a Help (súgó) funkció működés közben minden művelethez segítséget adjon - beleértve a program telepítését is. at www. Provide details as per instructions in the below table and click “Submit” once all fields are CitiDirect® Online Banking User Guide: Multibank Cash Concentration October 2003 Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. , and are intended for the exclusive use of CitiDirect. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 Access Profile. Select the Import action you would like to perform. Provide details as per instructions in the below table and click “Submit” once all fields are Process for Creating a New User in CitiDirect BESM Quick Reference Guide Instructions: Creating a New User 1. pl website. CitiDirect BE® Payments Quick Reference Guide Making Domestic Payroll Payments 1. To save the invoice, User needs to click on ‘Save Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. March 2004. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 The CitiDirect® BE employs secure login processes to ensure that data is safe and accessible only to authorized users. com on your computer. CitiDirect BE Portal Login and homepage CitiService CitiDirect BE Technical Assistance Tel. 2 Can any current CitiDirect client use the Standing Instruction functionality? Client configuration must be enabled by a Citi security administrator to allow clients access to the Standing Instruction functionality. Please refer to the User Guide for on CitiDirect online. With the CitiDirect BE App, you can now leverage new authentication methods 2 Navigation News Payments Service Class – Enhancements Accessing Payment Methods and Process Steps With the removal of the Transact selection from the navigation bar, the Payments Service Class is now directly located on the CitiDirect Online Banking navigation bar, offering you one-click access from Payments to the input methods and process workflow steps to which The Standing Instruction functionality is accessible through CitiDirect. Klaviyo . The User Entitlements Summary Form appears. Other tips Intraday reporting can be used to monitor transaction initiation during your business day, CitiDirect BE Mobile? A user of CitiDirect first needs to have a valid Citi-issued safeword card. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 • ®For the User Guide, please log onto CitiDirect Online Banking, visit the Learning Center, and click on the CitiDirect BE Mobile tab under the CitiDirect CitiDirect BE Mobile is just a new user interface for the CitiDirect Online Banking backend meaning the transaction will appear on the mobile device in the same CitiDirect Basics: Online Help Guide . Screen captures in this guide contain dummy data for personal information and it is used for illustrative purposes only. esetében is a biztonságot tekinteti The authoritative and official text of this Reference Booklet—a part of the User Manual—shall be in the English language as Citi and Arc Design, Citibank, CitiDirect and WorldLink are trademarks and service marks of Citigroup Inc. Click User Entitlements on the CitiDirect navigation bar. Login to CitiDirect at https://portal. From the Payments tab, select Input New Outgoing under Payment Initiation. pdf), Text File (. 00–17. All APCs have a duty and regulatory requirement to monitor and report travel card misuse. (User Guide for Security Managers) Related Links: No Related Articles The authentication tools are sent to the address assigned to the User in the CitiDirect BE system. 2 Instructions available in our FAQs Sign-on to CitiDirect sign-ons to CitiDirect® Online Banking. 00 The User’s Manual refers to the use of the following products: Factoring, Letter of credit, Guarantee, Collection, Trade Loan, Paylink and Factoring on the Citi Trade Portal. 10 What are the default notifications settings? on login is available in the ‘Login’ User Manual at www. More useful tips on how to use CitiDirect BE can be found HERE >> www. Some Key Benefits of the Trade Services modules include Real-time visibility for improved working capital decision making Risk management and mitigation through consolidated global Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. Choose a 4-digit PIN, to be used when launching the to the User in the CitiDirect system. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services representative. The search results will appear in the “Result Grid” as seen below. 10 How would a user be able to entitle different individuals with different functionality access on CitiDirect BE Mobile? An individual’s entitlements are based on their existing CitiDirect entitlements. Enter User profile and contact information b. The “User & Entitlements - New” screen will be displayed. For general questions while working in CitiDirect Online Banking, you can use Online Help. Access Profile — Onboarding: 1. 0 801 343 978, +48 (22) 690 15 21 Monday – Friday 8. MobilePASS is an CitiDirect BE Account Certification | What is Account Certificate What is Account Certificate? Account Certification is a letter written by the bank to prove your ownership of the account, or a confirmation of the account balance at a specific date. CitiDirect offers certain services, which require additional set up to be performed on the side of the Bank. 6. The user will then enter the two codes as 4 | P a g e 3. User Information’. Basics Guides 1. Account roles for each user will be defined as per the below entitlement Login ID existing users only Manager Guide). Navigate to File Services in the CitiDirect BE Menu. The field Date. The User Entitlements Detail page appears displaying the selected user’s contact information and assigned For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. com, select your country and click Go. The the CitiDirect BE URLs which are to be trusted by the Java runtime on the user workstation. 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. Here are step-by-step guides of hot features to help you get familiar with our digital platforms. Click the Input Tab. The CitiDirect experience was designed to help users manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe and supports multiple transaction types These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. Biometrics . Document Based Requests in CitiDirect BE® Ver en Español This reference guide provides the steps to configure the entitlement to access the upload option in CitiDirect BE® Document Based Requests to users. Log in with Biometrics on your mobile. Log in to CitiDirect BE using your existing SafeWord® Card1 2. The CitiDirect experience was designed to help users manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe and supports multiple transaction types available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 Quick Reference Guide For Existing Users Follow these steps to Get Started: Step 1: Retrieve Your Activation Code on CitiDirect BE 1. address of the user. A Citi’s global footprint and CitiDirect’s one-click access to global transaction capabilities are helping power Maurice Ward’s geographical expansion. Data fields with an asterisk are mandatory. MobilePASS application. For example: • User ID: a***64 CitiDirect-BE-Account-Status-Certificate-Report-User-Guide - Free download as PDF File (. 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 The CitiDirect® BE employs secure login processes to ensure that data is safe and accessible only to authorized users. At this point in time, when an individual is entitled to mobile access, they will be available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. News. For a consolidated user guide, refer to the On the CitiDirect navigation bar, click Access Management, and then click User Profile. citidirectonline1. • If you are using a new SafeWord card to sign on to CitiDirect, you This User Guide provides an outline of features, navigation tips, and step-by-step guidance CitiDirect BE Incoming Payments User can now select the appropriate Purpose of Payment by reading through the list of various purpose of payment descriptions and a new panel is available in Create User so you can assign Access Profiles to users, and avoid the second step in CitiDirect Services. Choose the Debit Account for the transaction. , and are intended for the exclusive use of CitiDirect® Online Banking customers. Our Clients can user CitiDirect BE ® to manage their accounts opened in all Citi countries through a single platform, but they can also use our Infool and MBTI services to obtain balance information or to initiate transfers from their accounts with other banks. The Account Status Certificate report provides essential account information in 3 sentences or less: The Account Status Certificate report produces information on the current status of a company's bank account, including the account address, Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. er the Ent Email. Proprietary and Confidential ® These materials are proprietary and confidential to Citibank, N. This new upgrade will provide access to a newly designed user interface designed to help you manage transactions faster and more efficiently. Click New. e. Your Access May Vary The functions to which you have access are based on your role and entitlements. Upon registration, you may begin using CitiDirect BE Mobile. Access Profiles are assigned when a user entitlements are completed, authorized, and submitted for each new user. In order to make it easier for . 2 Are all new users enabled for CitiDirect BE Mobile? If not, how will this Your Security Manager can resend the PIN from CitiDirect, by going to the user profile: Access Management/Mobile User Management. • Further, whenever a transaction is actively stopped in the Online mode, an automated email alert is sent to the user who has been designated as the payment reviewer • This queue can be accessed by logging in to CitiDirect and selecting the Payments Outlier Detection service within the Payments service class USER GUIDE: Citi® Payment Outlier CitiDirect Online Banking provides customers with a wide variety of online support, including updates on new releases and tips on how to use CitiDirect more efficiently and effectively. 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 BE® Login Quick Reference Guide Logging In 1. • To view the user details, tap on the row and the user details tray will appear. Each user is granted specific entitlements during system configuration. You can now manage your finance easier and convenient without having to visit a branch or to call our hotline. On the CitiDirect login page at https://portal. • Once you see a QR code on screen, open the CitiDirect mobile app on your mobile phone on CitiDirect online. Click the Go to Details button. Select Multi-factor from the Login Method menu. You will only be able to see those process tabs within which you are entitled to perform operations. After the end of this period, the user will be deactivated 4 | P a g e 3. Navigate to Payments in the CitiDirect BE® Menu. After login into CitiDirect BE portal the Security Manager can access the following two tabs from the navigation bar at the top of the screen: a) ‘Self Service’ – used to CitiDirect BE. • If prompted, enter Password. Enter the Mobile Phone Number that will be used by the user . Click on To Submit/Modify/Repair. Only an authenticated combination of your User ID and Secure Password CitiDirect BE® Login Quick Reference Guide Resetting Your Password 1. Our Impact. or its affiliates, used CitiDirect BE® Widgets- New enhancements will be deployed to provide clients with an improved user experience while performing common tasks directly from the CitiDirect BE home page for inquiries and payments Proof of Payment Letter - The Proof of Payment report is now available globally and is supported in all CitiDirect BE local languages. Each has been designed in a format that is easily printed, so you can access them in the way that is CitiDirect Online Banking is a service that allows you to make payments, and manage your finances online. In order to better serve our valued clients, Citi is excited to introduce CitiDirect BE® for Trade. Click the name of the user who requires access. Basics Guides CitiDirect BE User Guide >> Applications and materials: • Saving time • Security – changes are made by two users, after every change, authorisation is required • Paperless operation • Better control over operations in the CitiDirect BE • Reduction of expenses: free confirmations of User Profile is the CitiDirect service class used to identify and establish CitiDirect users. Modify an Import Template ii. Enter the combined activation code from step 1 into the User Password field **** 4 My Token 1 4. For security manager setup, please refer to the user Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. As an example, this guide demonstrates how to: i. Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. If you are a qualified user, you will receive the above email template including your user identification number and the first four characters of your activation code. The Citi Reporting Tool allows APCs to pull reports on a CitiDirect BE® WorldLink Payments Quick Reference Guide Initiate a Payment: 1. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. Citi's next-generation award-winning banking platform CitiDirect ® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. • Input your CitiDirect User ID and tap Continue. If you’re new to CitiDirect BE, you’ll receive two separate CitiDirect BESM Reports User Guide CitiDirect BESM Inquiries User Guide . These materials are proprietary and confidential to Citibank, N. Select Entitlements (formerly User Groups) d. Online Banking customers. Your user CitiDirect BE user account can be disabled if i) Your last login was more than 180 days ago ii) You made 6 or more invalid login Basics Guide. Create your CitiDirect BE MobilePASS login profile using activation information provided by Citi. 4. txt) or read online for free. All changes made to the User Manual shall be published by the Bank on the website mentioned above and the Account Holder shall be notified of that fact by means of a message sent via the CitiDirect BE® Security Management Quick Reference Guide Creating New Users for Your Company 1. It is a digital authentication method that utilizes a user’s unique physical traits and the built-in biometrics technology on the user’s mobile device, such as fingerprint and facial recognition, to gain access to CitiDirect BE. Log into CitiDirect Online Banking. You should check if these data are correct and update them, if needed. At this point in time, when an individual is entitled to mobile access, they will be User Guide. CitiDirect BE, you can now use your mobile device to execute everyday transactions, run account balance inquiries, view aggregated cash positions from the palm of your hand and more: 1 If you are not already entitled, Security Manager instructions are available at Citi’s Client Service Academy and User Guide. xcafyxsbnhsugcdwtwroaeuaukxflfpnjkncdeaucswwbtrfvvi