Citidirect be desktop user guide

Citidirect be desktop user guide. You may not have entitlements for all the functions described in this User Guide. Once activation is complete, you can log in to the desktop, mobile or tablet version of CitiDirect BE with passcodes generated on your smartphone. 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. Both Cash and Trade functions are supported on CitiDirect BESM, however, this user guide only covers the Trade functionality. This is the user that is currently signed in to the application. Author: Jackson, Tracey [ICG-TTS] Created Date: 11/11/2014 12:51:57 PM 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. 7. Note: If you are a new user, you may be required to change your Password (sent by email) and set up the Security Questions 4 6. A. If you are a new CitiDirect BE® user. 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 CitiDirect está totalmente integrado con CitiConnect ®, la solución de conectividad directa de Citi. 4. Locate the user to whom you want to assign access profiles. com) before logging into CitiDirect BE Mobile with MFA. 1. For security manager setup, please refer to the user 如何使用CitiDirect Online Banking動態密碼卡？學習內容：如何使用動態密碼卡登入CitiDirect Online Banking，動態密碼卡的功能，動態密碼卡的特色，如何變更動態密碼卡PIN，從CitiDirect® Online Banking何處取得更多資訊，一些有用的動態密碼卡提示，點選此處取得更多細節。 CitiDirect BE. • On your device, enter the “Challenge Code” that appears on the CitiDirect BE Login Page into the. 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. • On your device, enter the “Challenge Code” that appears on the CitiDirect BE Login Page into the CitiDirect Digital Onboarding Login Set Up | New CitiDirect Users New CitiDirect Users Follow the login steps outlined in the next few pages. 00 CitiDirect BE ® Tablet. Screen captures in this guide contain dummy data for personal information and it is used for illustrative purposes only. CitiDirect BE. , and are intended for the exclusive use of CitiDirect® Online Banking customers. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services representative. Treasury and Trade Solutions Citi . 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. The User Entitlements Summary Form appears. For a consolidated user guide, refer to the The following elements comprise the security of the application and user session: • Authentication. You will receive two emails. All user entitlements with a "Processed" or "Repair Required" status appear. For any questions on solution details, please refer to the FAQ. New CitiDirect User 1. citidirect. A Select a User dialog box appears. The other guide is the Manager's User Guide: Netting. Proprietary and Confidential . 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. 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. Physical trait data is This document is intended for CitiDirect BESM end users and IT security administrators of CitiDirect BE users. Click New. 3. Authorized transaction(s) can only be viewed on the CitiDirect Online Banking application similar to a payment that was authorized on the online portal. 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. Click the Input Tab. Does CitiDirect offer a solution for initiating both domestic and international payments? Create your CitiDirect BE MobilePASS login profile using activation information provided by Citi. Why should I try it? Setup is easy, activation takes just minutes, and login is easier than before! 3. CitiDirect BE Mobile User Guide A mobile browser based application that allows clients to view and authorize payments remotely using a mobile device. This guide is intended to provide an overview of recent enhancements and important information that will allow you to begin using the new capabilities today. Log in with Biometrics on your mobile . Welcome to CitiDirect® Online Banking, Citibank's Web-based banking platform. Note: Another security manager will need to AUTHORIZE the change before it goes into effect. CitiDirect BE Mobile uses Safeword to provide a defensive, in-depth approach using multifactors. 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. 00 – 17. - For first time users, you must complete your registration on CitiDirect BE (https://portal. Your Access May Vary The functions to which you have access are based on your role and entitlements. com. The foregoing statement shall appear on all copies of these 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. 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. Under the user name is the system date and time for when the user last logged in. Once approved, an email will be sent to the USER with instructions on how to activate the mobile token. CitiDirect® Mobile Token Overview Frequently Asked Questions 1. It simplifies the login Una vez la activación del MobilePASS ha sido completada, el usuario genera su clave dinámica directamente desde su teléfono para acceder CitiDirect BE desde el desktop, móvil o tablet. User has the option to print the invoice by clicking on the “Print” option available in the top right corner of the page. • On CitiDirect BE Mobile, clients have the ability to view balance aggregation of accounts by • To view the user details, tap on the row and the user details tray will appear. 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 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. User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. To register, login to CitiDirect BE using the temporary password sent to you from portal. Navigation CitiDirect Basics: Comprehensive Guide Click this link to access the comprehensive CitiDirect Online Banking Basics Guide. What can users do in CitiDirect BE Document Center? For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. 7 Update 51 release on January 14, 2014. Some fields are defined at the company level so there may be have entitlements for all the functions described in this User Guide. 0 801 343 978, +48 (22) 690 15 21 Monday - Friday 8. Beginning of dialog window. If you are new to CitiDirect, you will receive two emails. A Note About Navigation Most step-by-step instructions in this user guide assume you are already logged into Log in with Biometrics on your mobile . Getting started with CitiDirect Online Banking involves three procedures: 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. 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. Escape will cancel and close the window. CitiDirect BE Security Management Screen Redesign | Getting Started Guide 2 Welcome to updated Security Management capabilities in CitiDirect BE®. The Help link takes you to CitiDirect BE Online Help. Biometrics . • User Case 2: Desktop Login Using Mobile • Users are able to log into CitiDirect BE Desktop using their Biometrics on the Mobile App — Fingerprint or Facial Recognition (in approved markets) 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. These Guides provide information and helpful tips on some of the most commonly used functionality and features available in CitiDirect Online Banking. CitiDirect and receive a digital copy of the same directly to your registered e-mail address in real-time around the clock. Follow the link in the email from Citi Account Services to upload documents and complete your new account setup. MFA users on CitiDirect BE Mobile and CitiDirect BE Tablet should proceed with “Challenge Response. 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. CitiDirect BE Mobile expects the current user to launch the application using a browser to perform the authorization or release activity. Getting Started. Nov 20, 2003 · This guide, Participant's User Guide: Netting,is one of a set of guides to which you may have access. Connect to CitiDirect Online Banking. 1. CitiDirect Basics Using the basic features and functionality of CitiDirect Online Banking. CitiDirect Authentication Methods Biometrics A digital authentication method that utilizes a user’s unique physical traits, (such as a fingerprint and facial recognition), built-in biometric technology on the user’s mobile device, and cryptographic techniques to gain access to CitiDirect. 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 Management/Mobile User Management. ” A Challenge Code will be displayed. CitiDirect Online Banking ® July 2006 . 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. • Browser. 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. 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. Citi's next-generation award-winning banking platform CitiDirect® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. 10 What are the default notifications settings? Management/Mobile User Management. CitiDirect Online Banking - Training Guides CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. Citi MobilePASS is a convenient application that works on your mobile phone. Once the user clicks on Print, popup will be displayed as below for user to select the format as shown below. The identical authentication mechanism is used by the desktop application, CitiDirect. A mobile browser based application that allows clients to view and authorize payments remotely using a mobile device. Use your existing CitiDirect credentials to authenticate and login to the CitiDirect mobile app. CitiDirect BESM Reports User Guide CitiDirect BESM Inquiries User Guide . Alternatively, to download the CitiDirect mobile app, go to the app store(s) on your mobile device and search for CitiDirect. The CitiDirect experience was designed to help users manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe and supports Feb 22, 2017 · Logging in to CitiDirect BE just got faster and easier. 6. With the CitiDirect App, you can now leverage new authentication methods to log in securely to CitiDirect. The first will provide your login ID and the second will include a temporary password. Access the CitiDirect BE portal for treasury and trade solutions, commercial card activation, and biometric login options. Terms and Conditions. ps@citi. Header information appears at the top of every page in CitiDirect BE. Some fields are defined at the company level so there may be all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis and is currently live in over 80 countries. Need help? English For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. For a consolidated user guide, refer to the 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. ” • Enter your Login ID, and click “Continue. Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. 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. CitiDirect BE Mobile? A user of CitiDirect first needs to have a valid Citi-issued safeword card. Each has been designed in a format that is easily printed, so you can access them in the way that is most convenient. CitiDirect Online Banking - via CitiDirect BE portal Security Manager User Manual CitiService CitiDirect HelpDesk Phone No. Copyright © 2009 Citigroup Inc. The information below outlines the configurations required on end users’ computer to facilitate the seamless operation of CitiDirect Services after Oracle’s Java 1. Você pode gerenciar suas transações em movimento e acessar as principais informações financeiras da sua empresa para CitiDirect Basics: Online Help Guide . 2. Need help? English User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. 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. With the CitiDirect BE App, you can now leverage new authentication methods Pulling Invoices from CitiDirect BE® | User Instructions 5. Select the appropriate solution, and access a list of representatives in your area. S. At the Sign-on screen, select your user name from 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. To select multiple users, drag the cursor down sequential lines or hold the CTRL key as you click CitiDirect Online Banking Service Representatives are available to support your technical needs, as well as to assist you with general CitiDirect questions. and parts of Canada and the Caribbean; No action required by CitiDirect users. The first will provide your login ID, and the second will include a temporary password required to access your account. Submit the record (see #6 above). CitiDirect Basics: Comprehensive 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. Beneficios Mejora la experiencia del cliente al utilizar su teléfono móvil para acceder a la plataforma y reducir la cantidad de pasos para obtener la clave. These materials are proprietary and confidential to Citibank, N. The first item in the header is the User name and Client. sgthro ohkor hrib ckq rhdhzfv urkf ocdup tpmhu xehv tidkzgik