Citidirect be user guide. In the Payment Method form, select the Debit Account and Payment Currency using the binocular Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. In the Applet, under User Administration -> Access Management -> Access profile click on “New” located at the bottom of the Access Profile summary screen. For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. CitiDirect BE® File The CitiDirect® BE employs secure login processes to ensure that data is safe and accessible only to authorized users. The foregoing statement shall appear on all copies of these A training request form [citidirect. O CitiDirect BE® Tablet oferece uma experiência fácil e intuitiva com acesso à plataforma do CitiDirect BE® e às suas ferramentas interativas a qualquer hora e em qualquer lugar do mundo. Select a Payment Initiation menu item (Input New Outgoing is illustrated here as just one way to initiate a new outgoing payment). Other tips Intraday reporting can be used to monitor transaction initiation during your business day, Fixed in 4415, Apache Corporation got grown to become one of the world’s leading independent oil and gas exploration and production companies includes more than $29 billion in total assets at year-end 7932. g. CitiService. Direct Debit status verification Submitted Direct Debit Orders are available in section: Receivables & Collections > View All Collections. Each company has at least 2 Security Managers. 8. Select Multi-factor from the Login Method menu. 1 | 20161206 | Channels-CitiDirect-Service-Guide-CitiDirect_Reports-PO_En Overview CitiDirect BE® (hereinafter – “CitiDirect”) provides rest of account reports including payment orders (hereinafter – “POs”) in format of National Bank of Kazakhstan (NBK). PingPong. pdf - CitiDirect Guide User manual > CitiDirect and Your Card > Logon to CitiDirect > Payment instructions > Account information May 2010 Dear User, o The E-mail 1 field is auto-populated by CitiDirect if an e-mail address has been provided in your CitiDirect User Profile. You will see real-time payment status and sub-statuses on CitiDirect’s Payment Module. Does CitiDirect offer a solution for initiating both domestic and international payments? CitiDirect BE® Payments Quick Reference Guide Making Domestic Payroll Payments 1. Management/Mobile User Management. Note: All reports, even unsaved reports, are kept on CitiDirect Online Banking for the time period that was set in client configuration, e. Introduction Thank you for choosing Citi’s Treasury and Trade Solutions (TTS) for your cash management business needs. The CitiDirect category that provides authorized users with the ability to define user access and specify authorization and flow control requirements for service classes within CitiDirect. If this step is not completed, the application can be downloaded; This Addendum supplements the CitiDirect Liquidity Guide available in the Learning Center at www. Locate the user to whom you want to assign access profiles. You may not have entitlements for all the functions described in this User Guide. CitiDirect® clients must be specifically entitled for access and users should contact their organization’s Security Administrator for access prior to downloading the application. pl website, section: „Manuals and documents”. Modifying this field does not change your CitiDirect User Profile. 0 801 343 978, +48 (22) 690 15 21 Monday – Friday 8am-5pm [email protected] Table of Contents 1. 5 . Run (within Import Transactions) 3. Users can access the system by using a security card (Safeword Card) for user CitiDirect Basics: Getting Started Guide 1 Citigroup Corporate and Investment Banking Overview CitiDirect® Online Banking puts all of 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 desktop. citihandlowy. advanced technology and end-to-end user experience. and are intended for the exclusive use of CitiDirect® Online Banking customers. CitiDirect BE Portal Enabling Users for MobilePASS CitiService Pomoc Techniczna CitiDirect BE tel. User guide. dedicated user guide: „CitiDirect BE – Payments” available on www. Can the User/s with Security Manager entitlements assign entitlements to all functions available in CitiDirect? Not to all of them. Access Profiles are assigned when a user entitlements are completed, authorized, and submitted for each new user. CitiDirect screen or by pressing the F1 key on your keyboard. With the CitiDirect BE App, you can now leverage new authentication methods CitiDirect BE® Security Management Quick Reference Guide Creating New Users for Your Company 1. CitiDirect ® Online Banking: File Delivery Guide: Addendum Page 1 User guide. Basics Guides If you are granting access to an existing CitiManager user, and wish to have this business unit linked to their CitiManager username, the POC’s email, zip and business phone must match exactly as it is listed in their CitiManager user profile. What certificates are available to users? Users are able to download the following types of 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 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. new users? Please see the User Guide available on CitiDirect Online (CDOL). CitiDirect ® Online Banking: Liquidity Guide Page 2-5 CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. It is embedded on the CitiDirect mobile app and offers a fast and intuitive 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 Citi’s next-generation banking platform CitiDirect BE® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. The User Entitlements service class is used to control the access that users have to CitiDirect service classes. pl Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. Biometrics . pl Online Banking User Guide. This guide is intended to provide For more information on CitiDirect BE Mobile’s Trade functionalities, please refer to the Trade User Guide. citidirect Online Banking system is recognized as Best Corporate/Institutional Internet Bank Globally. 0 801 343 978, +48 (22) 690 15 21 Monday – Friday 8. tab All Users. CitiDirect Technical Assistance Tel. CitiDirect encrypts the file using your public digital key. and parts of Canada and the Caribbean; No action required by CitiDirect users. Liquidity Management. The full list of your company’s users will then be displayed. How do I properly add a link to my Favorites list for the CitiDirect Web site? How do I do client linkage? Daylight Saving Time's New Start: March 11, 2007 in U. 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. Note: To search for specific users 4 | P a g e 3. y 2006 CitiDirect Online Banking ® Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. Cash Management User Guide – Ecuador – V3. CitiDirect Online Banking ® July 2006 . 4 | P a g e 3. Users can access the system by using a security card (Safeword Card) for user 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 You can contact our CitiDirect Online Banking Service Representatives who are available to support your technical needs, as well as to assist you with general CitiDirect questions. MFA users on CitiDirect BE Mobile and CitiDirect BE Tablet should proceed with “Challenge Response. 10 What are the default notifications settings? confirmation of the account balance at a specific date. Please note that users must be entitled in CitiDirect to authorize payments. POs can be generated in both English and Russian depending on CitiDirect language. Identification document must be clear, valid and show the expiry date and the signatory's: - First name - Last name - Date of birth - Place of birth - Signature Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that info is safe and accessible only go authorized users. Author: Jackson, Tracey [ICG-TTS] Created Date: 11/11/2014 12:51:57 PM CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. Choose the Debit Account for the transaction. General Automated File Release News – May 17, 2014 2 INTRODUCTION AND HIGHLIGHTS To Our Valued Customers: CitiDirect BESM and CitiConnect® represent the next generation of Citi’s access channels for online banking and host-to-host connectivity. For a consolidated user guide, refer to the Authorized transaction(s) can only be viewed on the CitiDirect Online Banking application similar to a payment that was authorized on the online portal. • Users are able to log into CitiDirect BE Desktop using their Biometrics on the Mobile App — Fingerprint or Facial Recognition (in approved markets) On the Desktop you’re an existing CitiDirect BE user. Entitlements of the CitiDirect BE Security Manager: Designate CitiDirect BE Security Manager >> 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 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. Input the Payment Amount and click “Continue” to proceed. Click Registration on the left navigation bar. 00 helpdesk. Upon registration, you may begin using CitiDirect BE Mobile. com] Detailed step-by-step instructions for CitiManager Site functions can be found in the CitiManager Site User Guide [PDF, 53 pages]. Select Domestic Funds Transfer - Payroll under Payment Method, and select either Employee Reimbursements or Salary Transfers under Payment Type. Additional Resources . Therefore it is essential to inform Citi Handlowy of the need to issue such Safeword cards by filing the ‘CitiDirect mobilepassreferenceguide - Free download as PDF File (. 7. 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 . 1 - June 2022 3 | P a g e I. As an example, this guide demonstrates how to: i. The Account Status Certificate report provides essential account information in 3 sentences or CitiDirect® Mobile Token Overview Frequently Asked Questions 1. This user guide provides an overview of the Payments capability in CitiDirect BE. Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. e. From the Payments tab, select Input New Outgoing under Payment Initiation. On the CitiDirect login page at https://portal. For more details, please refer to the CitiDirect BE User Guide. Treasury and Trade Solutions 5 Process for Creating a New User in CitiDirect BESM Quick Reference Guide Instructions: Creating a New User 1. 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. Steps to Enable/Disable CitiDirect Mobile Access for Selected Users To be able to enable/disable CitiDirect Mobile Access for selected user, “Allow Mobile Access” must first be enabled in “Client Preferences” (see point A above). p7m file extension to the export file/report. details window will be opened. CitiDirect® Mobile Token Overview 1. Download citidirect-user-guide-a4-en-citibank. • On your device, enter the “Challenge Code” that Authorized transaction(s) can only be viewed on the CitiDirect Online Banking application similar to a payment that was authorized on the online portal. CitiDirect – Client Security Manager. Why should I try it? Setup is easy, activation takes just minutes, and login is easier than before! 3. Identification document must be clear, valid and show the expiry date and the signatory's: - First name - Last name - Date of birth - Place of birth - Signature Treasury and Trade Solutions - CitiDirect&reg Online www. DGIS Overview Originally released in October 2004, the Discretionary Grant Information System (DGIS) is a web-based system that allows grantees to report their data online to the Maternal and Child Health Bureau (MCHB) through HRSA’s Electronic Handbooks 1 citidirect guide user manual > citidirect and Your Card > Logon to citidirect > Payment instructions > Account information May 2010. Click on To Submit/Modify/Repair. Should you have questions that are not answered in this guide, contact your A/OPC or Citi Customer Service Center. Proprietary and Confidential . pl Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. 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. Manage everyday transactions, view account balances and more right Yes, it is possible. This user guide provides quick navigation tips for Account Certification screens to help users understand how to use this digital tool. pdf), Text File (. com 2. Will I be able to continue o The E-mail 1 field is auto-populated by CitiDirect if an e-mail address has been provided in your CitiDirect User Profile. Citi's next-generation award-winning banking platform CitiDirect ® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. CitiDirect users entitled by a client use the functionality? Individual users within the client’s organization must be entitled to use the functionality by the client’s security administrator. Cash Management User Guide Universal Onboarding Form available through CitiDirect BE® Digital Onboarding as well as offline As of November 11, 2022, these new standards are live in 90 eForms is accessed via CitiDirect BE Portal, available at https://portal. A Select a User dialog box appears. CitiDirect ® Online Banking: File Delivery Guide: Addendum Page 1 This Addendum supplements the CitiDirect Liquidity Guide available in the Learning Center at www. Navigate to Self Service > Client Administration Service > Create User 2. Modify an Import Template ii. The Enter or select your Login ID. CitiDirect BE Security Management Screen Redesign | Getting Started Guide 2 Welcome to updated Security Management capabilities in CitiDirect BE®. Other tips Intraday reporting can be used to monitor transaction initiation during your business day, • User-friendly dynamic password generation with all-numeric format What is the MobilePASS solution? MobilePASS enables you to log in to CitiDirect BE ®, CitiDirect BE Mobile or CitiDirect BE ® Tablet by using your smart phone to generate CitiDirect, the global corporate internet banking service, is constantly updated to maintain the up-to-date environment in changing technological environment. If you are new to CitiDirect, you will receive two emails. Other tips Intraday reporting can be used to monitor transaction initiation during your business day, Once activation is complete, you can log in to the desktop, mobile or tablet version of CitiDirect BE with passcodes generated on your smartphone. Navigate to File Services in the CitiDirect BE Menu. Screen captures in this guide contain dummy data for personal information and it is used for illustrative purposes only. You must request new MobilePASS activation/enrollment via CitiDirect BE Attention! Your ePaper is waiting for publication! By publishing your document, the content will be optimally indexed by Google via AI and sorted into the right category for over 500 million ePaper readers on YUMPU. 11. The other guide is the Manager's User Guide: Netting. www. It reflects enhancements made to Liquidity Reporting Services through CitiDirect ® Online Banking from September 2003 to August 2005. CitiDirect signs the file using the CitiDirect private digital key. For a list of representatives in your area, go to the Contacts section of www. ” Denotes especially important information or helpful tip. Upon login, select “Self Service” and under Client Administration Service, select User & Entitlements – New. MobilePASS allows for a more convenient way to log in to CitiDirect BE: • enhanced user experience using the mobile device • strong security on login Please refer to the below Activation Quick Reference Guide for additional information: • Activation QRG for new users • Activation QRG for existing Safeword users 7. ” A Challenge Code will be displayed. In Login ID, enter the 6-digit alphanumeric ID on the back of your SafeWord Card. For a consolidated user guide, refer to the Attention! Your ePaper is waiting for publication! By publishing your document, the content will be optimally indexed by Google via AI and sorted into the right category for over 500 million ePaper readers on YUMPU. 6 . 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. 3. To select multiple users, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines. This new upgrade will provide access to a newly designed user interface designed to help you manage transactions faster and more efficiently Enter or select your Login ID. - Free download as PDF File (. creation of a new user and/or change entitlement rights). Once you are logged in CitiDirect, click Trade -> Trade Financing in the upper menu: 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 Security Procedures and other User Materials, e. Security Manager 1 1. • If you are using a new SafeWord card to sign on to CitiDirect, you This guide, Participant's User Guide: Netting,is one of a set of guides to which you may have access. CitiDirect® Online Banking Automated File and Report Delivery: Auto Print and Auto Save Features Guide October 2005 Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. The “User & Entitlements - New” screen will be displayed. Sign up for MobilePASS now! *Available from the App Store ® , BlackBerry ® World ® Storefront, Google Play ™ and Windows Store. com CitiDirect Technical Assistance tel. Client Administator assigns entitlements to MobilePASS in CitiDirect BE STEP 2 User downloads the SafeNet MobilePASS application on their smartphone from the App Store, BlackBerry World, Google Play or Please refer to MobilePASS User Guide for further instructions. Note: To search for specific users 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. These materials are proprietary and confidential to Citibank, N. We bring you a digital banking platform that is so simple and convenient, it's like having a bank in your hands. Creating SafeWord sign-in users must be preceded by the release of SafeWord cards for these 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 When setting up users for CitiDirect BES Mobile you will need to follow the below steps:. - Security Manager(s) are authorized to set up and set limitations on CitiDirect user entitlements. Detailed information about login is available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. Based have entitlements for all the functions described in this User Guide. Basics 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). ebs@citi. Monday–Friday 8 am–5 pm helpdesk. Can I use my MobilePASS Token for transaction authorization when prompted by CitiDirect BE? CitiDirect BE Mobile and CitiDirect BE Tablet users eligible for the SafeWord card today are also eligible for a MobilePASS Token as soon as the Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. CitiDirect BE® WorldLink Payments Quick Reference Guide Initiate a Payment: 1. 4. Select the Import action you would like to perform. • On your device, enter the “Challenge Code” that 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 User Entitlements. Please refer to the User Guide for step-by-step instructions on entitling individual users to the Standing Instruction functionality. 1. Treasury and Trade SolutionsTreasury and Trade Solutions CitiDirect BE® MobilePASSTM Token Reference Guide 2 MobilePASS Reference Guide Thank you for your interest in the User Guide CitiDirect Mobile CitiService CitiDirect Help Desk Tel. Each has been designed in a format that is easily printed, so The CitiDirect® BE employs secure login processes to ensure that data is safe and accessible only to authorized users. citidirect. A. Enter the login ID and click on Continue. , and are intended for the exclusive use of CitiDirect® Online Banking customers. Enter or select your Login ID. How long will it take for a transaction to appear on my phone once it has been entered into CitiDirect? CitiDirect BE Mobile is just a new user interface for the CitiDirect Online Banking Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. Click on the tile Users & Entitlements and go smoothly through the tab Users to the 3rd column and the . CitiDirect is a modern and safe electronic banking system which enables a company to fully control its funds. o The E-mail 2 field is an additional e-mail account where you can receive notifications. The Structure of this Guide This guide covers the Netting functionality of CitiDirect® Online Banking from a Participant's point of view: using the system to available through CitiDirect BE® online banking. In a browser (on a computer), open the CitiDirect BE login page https://portal. This information is available in the user profile: Access Management/Mobile User Management. Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. A Note About Navigation Most step-by-step instructions in this user guide assume you are already logged into Please refer to SafeNet MobilePASS User Guide for further instructions. Reporting Misuse. Basics Guides Enter or select your Login ID. You can modify the contents of this field. 801 343 978, +48 22 690 15 21 poniedziałek – piątek: 8:00 – 17:00 helpdesk. You must request new MobilePASS activation/enrollment via CitiDirect BE User Entitlements. 3 Lost Luggage Insurance As a Cardholder, you will receive coverage for permanently lost, User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. Log in with Biometrics on your mobile. Provide copies of valid ID cards or passports for all signers, CitiDirect users authorizers and those signing documents on the account. Provide details as per instructions in the below table and click “Submit” once all fields are CitiDirect® WorldLink Payment Services User Guide June 2009 3 Contents Overview 2 Print an On-Site Cheque Additional Resources 2 from the Payment Detail Form 43 Basics Guides 2 Void an On-Site Cheque from the Print Cheques Tab 44 Online Help 2 Void an On-Site Cheque CitiDirect Customer Support 2 from the Payment Detail Form 46 Sign on to CitiDirect® Online Once activation is complete, you can log in to the desktop, mobile or tablet version of CitiDirect BE with passcodes generated on your smartphone. txt) or read online for free. Select Delete. Multi-factor Authentication Screen • CitiDirect BE Mobile now 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 CitiDirect BESM Reports User Guide CitiDirect BESM Inquiries User Guide . If the user would like to add functionalities for an individual, they would have to do that through CitiDirect. 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 view the report within CitiDirect® Online Banking before saving, printing, or scheduling the report. com, select your country and click Go. xt, select Ne Users & Entitlements. Help move, manage, All user entitlements with a "Processed" or "Repair Required" status appear. 2. CitiDirect BE. Other tips Intraday reporting can be used to monitor transaction initiation during your business day, Enter or select your Login ID. AFRD Secure E-mail Delivery Report and Export Setup Step 1: Create an Entry in the CitiDirect Delivery Option Table in CitiDirect Only a user (possibly the CitiDirect Security Manager) with a SafeWord™ credential can create a Delivery Option. B. I did not receive 9. Under Users & Entitlements, click Users, then All Users. If this step is not completed, the application can be downloaded; CitiDirect Basics: Setting Your Preferences Guide Jul. com, in the CitiDirect BE® Payments Quick Reference Guide Initiate a Payment: 1. 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. 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. To use Access Profile, click Access Management on the CitiDirect navigation bar, and then click Access Profile. The ability to issue e-PRC/S-PRC via electronic banking channels means that you no longer need Citi's next-generation award-winning banking platform CitiDirect ® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. pl OLI Time Deposit User Guide | 2. Most significant of these services Access Profile. You will only be able to see those process tabs within which you are entitled to perform operations. • 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. The first will provide your login 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). Using the binocular icon lookup, select a WorldLink ID. Você pode gerenciar suas transações em movimento e acessar as principais informações financeiras da sua empresa para realizar tarefas importantes do seu dia a dia. CitiDirect BE® Digital Citi Account Services Email Complete Guides to each of the services available through CitiDirect Online Banking. A challenge code will be displayed on the CitiDirect BE login screen. 0 801-343-978, +48 (22) 690-15-21. The process tabs displayed on the Direct Debit Mandates Summary screen may vary depending upon the entitlements set for your User ID. CitiDirect BE® Login Quick Reference Guide Logging In 1. This digital facility allows you to request e-PRC/S-PRC via CitiDirect and receive a digital copy of the same directly to your registered e-mail address in real-time around the clock. Access Profile — Onboarding: 1. Navigate to Payments in the CitiDirect BE® Menu. • User-friendly dynamic password generation with all-numeric format What is the MobilePASS solution? MobilePASS enables you to log in to CitiDirect BE ®, CitiDirect BE Mobile or CitiDirect BE ® Tablet by using your smart phone to generate User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services representative. Client Processing 1. 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. Enter the User information, first by selecting the active status then filling in have entitlements for all the functions described in this User Guide. Other tips Intraday reporting can be used to monitor transaction initiation during your business day, Welcome to CitiDirect Online Banking, Citibank's Web-based banking platform. Click on “Self Service”, then “Client Administration Service”, CitiDirect, the global corporate internet banking service, is constantly updated to maintain the up-to-date environment in changing technological environment. The User Entitlements Summary Form appears. Securely manage your corporate banking functions with CitiDirect. citicorp. How to enter a Trade for a Time Deposit c. Use this service class to add and remove access profiles from a user's entitlements. Provide details as per instructions in the below table and click “Submit” once all fields are CitiDirect Users can log in using mobile tokens (MobilePASS applications) or hardware (SafeWord cards). The foregoing statement shall appear on all copies of these CitiDirect BE. 00–17. Frequently Asked Questions . New CitiDirect User 1. User Entitlements and Screen Variations . Each user is granted specific entitlements during system configuration. No authorization by a second CitiDirect user is required. Cash Management User Guide Universal Onboarding Form available through CitiDirect BE® Digital Onboarding as well as offline As of November 11, 2022, these new standards are live in 90 Provide copies of valid ID cards or passports for all signers, CitiDirect users authorizers and those signing documents on the account. 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. , 30, 45, 60, or 90 days. To access User Entitlements, click Access Management on the CitiDirect navigation bar, and then click User Entitlements. Both Cash and These cookies are necessary for the website to function and cannot be switched off in our systems. Note: You can register and run Check My PC in a language other than English by choosing a language from the Language Preference drop down on the Cash Management User Guide – Kazakhstan – V2. • On your device, enter the “Challenge Code” that All user entitlements with a "Processed" or "Repair Required" status appear. 6. User Guide - Exporting Data in SAP MT940. They are usually only set in response to actions made by you which amount to a Please see the User Guide available on CitiDirect Online (CDOL). 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. pl CitiDirect extracts the specified data from a CitiDirect database and saves it to a file. Once you confirm all the CitiDirect Digital Onboarding Login Set Up | New CitiDirect Users New CitiDirect Users Follow the login steps outlined in the next few pages. Some fields are defined at the company level so there may 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. Save time with a streamlined login process – Biometrics Authentication available in approved markets •Quickly action payments with a modern and intuitive interface •Easily approve or reject new users You can contact our CitiDirect Online Banking Service Representatives who are available to support your technical needs, as well as to assist you with general CitiDirect questions. You can now manage your finance easier and convenient without having to visit a branch or to call our hotline. Note: CitiDirect automatically adds the . 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 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. CitiDirect Basics: Online Help Guide . You must complete all fields for successful registration. Dear user, We glad that you have decided to use citidirect Online Banking system to manage accounts of Your company in Citi. CitiDirect BE users can access CitiDirect from around the world to track wire payments statuses. 8 . Citi Online Investments Setup Information Accessing Citibank Online Investments Through CitiDirect (Client Users) Once the OLI Admin has set up a user’s access to Citibank OLI through CitiDirect, the user can access OLI by following the steps below. Some fields are defined at the company level so there may be For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. Click New. Access Profile: Enables entitled users (typically Security Managers) to specify the CitiDirect functions or services that a group of one or more users may access. 0 801 258 369 infotrade@citi. Login and select ‘Users & Entitlements – New’ from the Self-Service Menu. CitiDirect offers certain services, which require additional set up to be performed on the side of the Bank. Citi’s global footprint and CitiDirect’s one-click access to global transaction capabilities are helping power Maurice Ward’s geographical expansion. A Note About Navigation Most step-by-step instructions in this user guide assume you are already logged into CitiDirect BE. 0 - Junio 2022 3 | P a g e I. 5. 1. 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. com. What is CitiDirect® mobile token? This is a new login credential available on the CitiDirect mobile app that enables users to login to CitiDirect® desktop, mobile and tablet. • For Payments transaction procedures, please refer to the Payments guide and the WorldLink® MulticurrencyTransaction Services guide available in the Learning Center at www. There is also a Quick Start flash demo on Citi’s Client Service Academy to provide users setup CitiDirect mobile token is a new, upgraded mobile token for CitiDirect desktop, mobile app and tablet login. Search Clear User’s Manual InfoTrade tel. There is also a able to perform all functionalities they currently have access to on CitiDirect. Click on the last name of the user and the user . ” • Enter your Login ID, and click “Continue. Our platforms provide a single point of entry into a complete suite of corporate banking and cash management Enter or select your Login ID. Select “PKR – Pakistani Rupee” as the Payment Currency and “Cross Border Funds Transfer” as the Payment Method. This guide presents basic procedures and rules for card usage. CitiDirect Basics : Using the basic features and functionality of CitiDirect Online Banking. CitiDirect BE supports CitiDirect-BE-Account-Status-Certificate-Report-User-Guide - Free download as PDF File (. 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 B. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services CitiDirect Basics: Getting Started Guide 6 Citigroup Corporate and Investment Banking 2. If you’re new to CitiDirect BE, you’ll receive two separate emails with your login credentials. Entitlements of the CitiDirect BE Security Manager: Designate CitiDirect BE Security Manager >> 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 In order to better serve our valued clients, Citi is excited to introduce CitiDirect BE® for Trade. The foregoing statement shall appear CitiDirect® Mobile Token Enablement Guide for Security Managers To make logging into CitiDirect easier, enable your users with the mobile token credentials by following the simple steps below: 1 2 1. The Access Profile service class is used to grant users access to specific services, processes, and accounts within CitiDirect. Here’s how: As you can see in the screenshot below, simply log onto CitiDirect CitiDirect signs the file using the CitiDirect private digital key. How does a user of CitiDirect get authenticated into CitiDirect BE Mobile? A user of CitiDirect first needs to have a valid Citi-issued safeword card. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis. In order to login, along with your User ID, you also need a Secure CitiDirect BE® Mobile Whether you’re in your office, at home or on-the-go, you can easily manage your global treasury and trade needs, and conduct secure business transactions anytime, 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. 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). Security Procedures and other User Materials, e. com, in the CitiDirect Services Guides section under the Liquidity tab. All APCs have a duty and regulatory Enter or select your Login ID. The objective of this Cash Management User Guide is to provide you with a manual containing detailed information of services available to you. • On your device, enter the “Challenge Code” that 2. Your Access May Vary The functions to which you have access are based on your role and entitlements. Treasury and Trade Solutions Citi . Gostaríamos de exibir a descriçãoaqui, mas o site que você está não nos permite. S. Descriptions of the major payment methods currently supported and procedures for creating, verifying, These Guides provide information and helpful tips on some of the most commonly used functionality and features available in CitiDirect Online Banking. CitiDirect transmits the file to your Web server via HTTPS. The Registration page appears. The objective of this Cash Management User Guide (Guide) is to provide you with a 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. Select a Payment Initiation menu item (Input New Outgoing is illustrated here as one way to initiate a new outgoing payment). Basics Client Administator assigns entitlements to MobilePASS in CitiDirect BE STEP 2 User downloads the SafeNet MobilePASS application on their smartphone from the App Store, BlackBerry World, Google Play or Please refer to MobilePASS User Guide for further instructions. Search for the Import Template you would like to Modify. Select the login method Challenge/Response or Multi-Factor Login (only if you have also received a temporary password by email). According to Argentina's regulations, users with payment approval ability in CitiDirect BE are considered as persons Remittance Details Reference Number. citidirectonline1. . Select the user account that has been disabled, and click CitiDirect® offers a mobile experience for payment review, authorization, initiation, and release. Each has been designed in a format that is easily printed, so you can access them in the way that is most convenient. Click Continue. Login to CitiDirect at https://portal. Select "A different user" if your Login ID is not available in the dropdown.