Citidirect be user guide. The other guide is the Manager's User Guide: Netting.

Citidirect be user guide When completed, click on User Guide June 2009. Screen captures in this guide contain dummy data for personal information and it is used for illustrative purposes only. To view the invoice, User needs to click on the “Number” hyperlink. g. Login to CitiDirect at https://portal. It was created for the Bank’s Customers who expect more flexibility in the process of daily handling of CitiDirect online Login and Home Page” User Manual of the CitiDirect system, available on the information 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). esetében is a biztonságot tekinteti www. Based Messages and My Messages. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services representative. • For Payments transaction procedures, please refer to the Payments guide and the WorldLink® MulticurrencyTransaction Services guide available in the Learning Center at www. 0 801 343 978, +48 (22) 690 15 21 Monday through Friday, 8 am - 5 pm User ID (alias) Messages and My Messages. To select multiple users, drag the cursor down sequential lines or hold the CTRL key as you click User Entitlements and Screen Variations . You may not have entitlements for all the functions described in this User Guide. Security managers within your company maintain user access. Overview . , e-mail and fax) Welcome to CitiDirect Online Banking, Citibank's Web-based banking platform. • On your device, enter the “Challenge Code” that A Set of Guides This guide, Participant's User Guide: Netting,is one of a set of guides to which you may have access. For Exporters Initiate direct documentary collections and track direct documentary payments Track letters of credit and amendment activity Users to log into CitiDirect BE and CitiDirect BE Mobile with dynamic passcodes generated on their smartphone instead of their physical SafeWord cads. to guide you in using it and records your entries as you type them while accessing CitiDirect Online Banking. Introduction Thank you for choosing Citi’s Treasury and Trade Solutions (TTS) for your cash management business needs. Author: Jackson, Tracey [ICG-TTS] Created Date: 11/11/2014 12:51:57 PM you’re an existing CitiDirect BE user. Save time with a streamlined login process – Biometrics Authentication available OLI Time Deposit User Guide | 2. The foregoing statement shall appear on all copies of these For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. Each time you log into CitiDirect Online Banking, the system uses this profile to control your authorized level of access and These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. 7 Update 51 release on January 14, 2014. Choose a 4-digit PIN, to be used when launching the MobilePASS app Step 4: Use your MobilePASS to Log in to CitiDirect BE • Go to https://portal. CitiDirect® 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 . and go smoothly . To order a new SafeWord card or PIN, you need to: Step 1 log in to Select your Login Method based on your credential type. Additional User groups may be selected by checking the checkbox. It was created for the Bank’s Customers who expect more flexibility in the process of daily handling of CitiDirect online Login and Home Page” User Manual of the CitiDirect system, available on the information • ®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 Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. e. Additionally, Security Managers can now create multiple users with one easy file upload and CitiDirect Services Guides section under the Liquidity tab. 2. This new upgrade will provide access to a newly designed user interface designed to help you manage transactions faster and more efficiently. This Basics Guide is one of a series of CitiDirect Online Banking Basics Guides that cover features and functionality across all CitiDirect services. Note for First-Time Users New users will be prompted to set up three security questions upon their first login. In the main Menu, select the tab Self Service. Select “PKR – Pakistani Rupee” as the Payment Currency and “Cross Border Funds Transfer” as the Payment Method. 11. S. Investors. Step-by-Step 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. , and are intended for the A Warning Message appears to notify users that the extraction of the files would overwrite In a browser (on a computer), open the CitiDirect BE login page https://portal. and are intended for the exclusive use of CitiDirect® Online Banking customers. Select the user account that has been disabled, and click Access Profile. Enter your Login ID and email address. PingPong Enabling the expansion of PingPong’s operations to help reach and service their clients globally. ” • Enter your Login ID, and click “Continue. Select the appropriate solution, and CitiDirect has launched a possibility to order a new SafeWord card and PIN for a User directly by Security Manager. A Note About Navigation Most step-by-step instructions in this user guide assume you are already logged into The User Entitlements Summary Form appears. Please read the CitiDirect BE August 2nd Release News for full details regarding all of the enhancements. Note: If you are a new user, you may be required to change your Password (sent by email) and set up the Security Questions This manual shows how to add entitlements on a user that has already been created and authorized. and follow the Entitlements of the CitiDirect BE Security Manager: Designate CitiDirect BE Security Manager >> CitiDirect BE User Guide >> Applications and materials: • Saving time • Security – changes CitiDirect Online Banking Service Representatives are available to support your technical needs, as well as to assist you with general CitiDirect questions. Each user is granted specific entitlements during system configuration. Step-by-Step CitiDirect – SARS eFiling Tax Payment Manual . Where will CitiDirect BE users see the new real-time payment statuses and sub-statuses? CitiDirect BE users can access CitiDirect from around the world to track wire payments www. Can the User/s with Security Manager entitlements assign entitlements to all functions available in CitiDirect? Not to all of them. It was created for the Bank’s Customers who expect more flexibility in the process of daily handling of CitiDirect online Login and Home Page” User Manual of the CitiDirect system, available on the information CitiDirect Guide User manual > CitiDirect and Your Card > Logon to CitiDirect > Payment instructions > Account information May 2010 Dear User, We glad that you have decided to use CitiDirect® Online Banking system to manage accounts of Your company in Citi. www. 4) *Payment Method: This is the field where the user chooses the method that they wish to make the payment in. CitiDirect® offers a mobile experience for payment review, authorization, initiation, and release. 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. 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. This document is intended for CitiDirect BESM end users and IT security administrators of CitiDirect BE users. 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. Provide details as per instructions in the below table and click “Submit” once all fields are 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. Manager Guide). AFRD: Digital Certificates, Encryption Software and Process Overview 4 Automated File and Report Delivery (AFRD) Utility 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 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. through the option Users to the 3rd column and the tab All Users. (User Guide for Security Managers) Related Links: No Related Articles CitiDirect Online Banking Service Representatives are available to support your technical needs, as well as to assist you with general CitiDirect questions. 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 2. The payments included in the standing instruction will be made according to the flow defined in the standing instruction CitiDirect BE Portal Login and homepage CitiService CitiDirect BE Technical Assistance Tel. There is also a Quick Start flash demo on Citi’s Client Service Academy to provide users setup Log in to Citi Commercial Cards to manage your business expenses and travel. ” A Challenge Code will be displayed. You can make domestic and cross-border funds transfers, internal Revenue transfers, social security transfers, postal funds transfers, SEPA transfers, and 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. 801 343 978, +48 22 690 15 21 poniedziałek – piątek: 8:00 – 17:00 helpdesk. Optimized Security CitiDirect BE. CitiDirect BE Portal Enabling Users for MobilePASS CitiService Pomoc Techniczna CitiDirect BE tel. Online Banking User Guide. This information is available in the user profile: Access Management/Mobile User Management. Frequently Asked Questions . The “User & Entitlements - New” screen will be displayed. Treasury and Trade Solutions 5 CitiDirect® Online Banking User Guide: Multibank Cash Concentration October 2003 Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis. 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. Mobile . to both Create User and Create User Group Association. Enter the combined activation code from step 1 into the User Password field **** 4 My Token 1 4. 4 | P a g e 3. They help us to know which pages are the most and least popular and Users to log into CitiDirect BE and CitiDirect BE Mobile with dynamic passcodes generated on their smartphone instead of their physical SafeWord cads. (User Guide for Security Managers) Related Links: No Related Articles Create your CitiDirect BE MobilePASS login profile using activation information provided by Citi. A. You will only be able to see those process tabs within which you are entitled to perform operations. In the Payment Method form, select the Debit Account and Payment Currency using the binocular 4 | P a g e 3. New CitiDirect User 1. Descriptions of the major payment methods currently supported and procedures for creating, verifying, The Create User screen is divided into panels to guide you through necessary tasks, and instructional text has been added throughout. 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 User Entitlements. Once set up, the client will be able to see this service in CitiDirect BE Pulling Invoices from CitiDirect BE® | User Instructions 4. Add biometrics authentication* Success! Your mobile . A challenge code will be displayed on the CitiDirect BE login screen. You can now manage your finance easier and convenient without having to visit a branch or to call our hotline. com, click Forgot Password? 2. Detailed information about login is available in the “CitiDirect BE Portal – Login and Home Page” User This user guide provides quick navigation tips for Account Certification screens to help users understand how to use this digital tool. 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 screen or by pressing the F1 key on your keyboard. login to CitiDirect BE, CitiDirect BE Mobile and CitiDirect BE Tablet using the mobile application on your Android or Apple device. Additionally, Security Managers can now create multiple users with one easy file upload and perform password resets for multiple users at one time. Other tips Intraday reporting can be used to monitor transaction initiation during your business day, Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. • 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 CitiDirect BESM Reports User Guide CitiDirect BESM Inquiries User Guide . citicorp. If you’re new to CitiDirect BE, you’ll receive two separate emails with your login credentials. On the CitiDirect login page at https://portal. 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. Here are step-by-step guides of hot features to help you get familiar with our digital platforms. on the Bank’s website: www. Provide details as per instructions in the below table and click “Submit” once all fields are new users? Please see the User Guide available on CitiDirect Online (CDOL). MobilePASS facilitates the login process, at Reference Guide. CitiDirect BE® Digital Onboarding CitiDirect BE® Digital Onboarding features a simple intuitive interface that guides users through the onboarding process, including account opening and KYC requirements, and allows them to provide their documents digitally. CitiDirect Online Banking Basics Guides. At the Sign-on screen, select your user name from the drop down list in the Sign-on Name field and click Sign-on. CitiDirect® Online Banking system is recognized as Best Corporate Citi’s global footprint and CitiDirect’s one-click access to global transaction capabilities are helping power Maurice Ward’s geographical expansion. Choose the Debit Account for the transaction. 5. CitiDirect® WorldLink Payment Services User Guide June 2009 3 Contents Overview 2 Print an On-Site Cheque Additional Resources 2 from the Payment Detail This manual shows how to add entitlements on a user that has already been created and authorized. 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 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 The CitiDirect system client code screen displays. The process tabs displayed on the Direct Debit Mandates Summary screen may vary depending upon the entitlements set for your User ID. Treasury and Trade Solutions Citi . If you are new to CitiDirect, you will receive two emails. Use this service class to add and remove access profiles CitiDirect BE Mobile? A user of CitiDirect first needs to have a valid Citi-issued safeword card. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services • 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 Basics: Setting Your Preferences Guide Jul. • Once you see a QR code on screen, open the CitiDirect mobile app on your mobile phone Select your Login Method based on your credential type. at www. The CitiDirect Basics Guides provide an overview of CitiDirect, including installation, sign-on procedures, basic navigation, and procedures for 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 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. com is the global source of information about and access point to financial services provided by the Citi family of companies. 10 What are the default notifications settings? Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. Each has been designed in a format that is easily printed, so on login is available in the ‘Login’ User Manual at www. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. eForms is accessed via CitiDirect BE Portal, available at https://portal. Citi Online Investments Setup Information Accessing Citibank Online Investments Through CitiDirect We would like to show you a description here but the site won’t allow us. Adding entitlements. The search results will appear in the “Result Grid” as seen below. Details on the security manager function can be found in the Security Manager Guide, which is provided to security managers by Citibank. These are used in verifying your identity if CitiDirect-BE-Account-Status-Certificate-Report-User-Guide - Free download as PDF File (. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 An end-to-end trade solution CitiDirect Online Banking offers fast, easy access to critical real-time information and the capability to initiate transactions in minutes – all in a secure, user-friendly Web-based platform. There is also a able to perform all functionalities they currently have access to on CitiDirect. Contents Overview 2 Additional Resources 2 In conjunction with this WorldLink Payment Services guide, you are encouraged to read the CitiDirect Basics guides, available in the “CitiDirect Basics” section of the Learning Center at www. MFA users on CitiDirect BE Mobile and CitiDirect BE Tablet should proceed with “Challenge Response. A • Create your CitiDirect BE login profile using activation information provided by Citi. 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. Enter the login ID and click on Continue. 1 There are a few items you must confirm before you can set up with Automated File and Report Delivery (AFRD). CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users • CitiDirect BE Mobile now supports Trade Advisor, which enables the same trade inquiry service available on CitiDirect BE® Security Management Quick Reference Guide Creating New Users for Your Company 1. The other guide is the Manager's User Guide: Netting. CitiDirect BE® Payments Quick Reference Guide Initiate a Payment: 1. Navigate to File Services in the CitiDirect BE Menu. In the CitiDirect system client code field, type the CitiDirect System Client code sent Citi periodically posts links that will take you to additional reference materials, such as user guides and job aids, and links to program support sites. The full list of your company’s users will then be displayed. Upon login, select “Self Service” and under Client Administration Service, select User & Entitlements – New. What certificates are available to users? The CitiDirect® BE employs secure login processes to ensure that data is safe and accessible only to authorized users. pdf), Text File (. app on your device. Navigate to Payments in the CitiDirect BE® Menu. • If prompted, enter Password. Most significant of these services Select your Login Method based on your credential type. For security manager setup, please refer to the user CitiDirect® Online Banking Automated File and Report Delivery (AFRD) Utility Guide December 2005 Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. citidirectonline1. 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. If the user would like to add functionalities for an individual, they would have to do that through CitiDirect. Learning Center. confirmation of the account balance at a specific date. that cover features and functionality across all CitiDirect services. txt) or read online for free. Select a Payment Initiation menu item (Input New Outgoing is illustrated here as one way to initiate a new outgoing payment). 0 - Junio 2022 2 | P a g e • Citi e-banking channels, which include CitiDirect BE Securely manage your corporate banking functions with CitiDirect. , and are intended for the • HTTPS Event Set-up via the CitiDirect User Interface Note: For more information on the e-mail delivery option, The goal is to provide transparency and real-time tracking so that CitiDirect BE users will know the status of a transaction at any time just by logging into CitiDirect BE. As you complete required portions of a section, the For more information on CitiDirect BE Mobile’s Trade functionalities, please refer to the Trade User Guide. This user guide provides quick navigation tips for Account Certification screens to help users understand how to use this digital tool. Businesses. Our Impact. Careers. Cash Management User Guide – Ecuador – V3. token is now activated. 3. 0 - Junio 2022 1 | P a g e Treasury and Trade Solutions Cash Management User Guide Ecuador . You can select one country from the dropdown below for a list of available CitiDirect contacts in that 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 Treasury and Trade Solutions - CitiDirect&reg Online www. Some fields are defined at the company level so there may be eForms is an electronic documentation exchange platform, available to Citi Handlowy company Users via the CitiDirect BE Portal. . Note: Only CD Security Administrators can set up new CDM users. You can access the series of Basics Guides in the . CitiDirect BE® Digital Citi Account Services Email Ten New Features on CitiDirect BE Part 1: Platform Capabilities Webinar This webinar provides an overview and walk through of changes on CitiDirect BE, focusing on platform This user guide provides an overview of the Payments capability in CitiDirect BE. w select CitiDirect BESM Mobile User Guide Get real-time status of your payments and discounts — anytime and anywhere — right from your mobile device Treasury and Trade Solutions Citi® Once entitlement is in place, a step-by-step guide is available on the CitiDirect Web site. and parts of Canada and the Caribbean; No action required by CitiDirect users. Run (within Import Transactions) 3. Citi, like in case all other products, puts security at the heart of the CitiDirect BE ®. Upon login, select “Self This manual shows how to add entitlements on a user that has already been created and authorized. Locate the user to whom you want to assign access profiles. CitiDirect puts all your corporate banking functions in one security-protected place, giving you around the globe, mobilepassreferenceguide - Free download as PDF File (. It reflects enhancements made to Liquidity Reporting Services through CitiDirect ® Online Banking from September 2003 to August 2005. have entitlements for all the functions described in this User Guide. Please refer to the User Guide for step-by-step instructions on entitling individual users to the Standing Instruction functionality. , and are intended for the • HTTPS Event Set-up via the CitiDirect User Interface Note: For more information on the e-mail delivery option, Setup Guide. You can access the series of Basics Guides in the Learning Center at www. The first will provide your login CitiDirect BE® Login Quick Reference Guide Resetting Your Password 1. Each time you log into CitiDirect Online Banking, the system uses this profile to control your authorized level of access and functions. Basics Guides The CitiDirect Online Banking Basics Guides cover features and functionality across all CitiDirect services. 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, Manager Guide). Global Service Group and CitiDirect Services User Groups will be pre-selected for CitiDirect users. pl and that it approves its content and undertakes to get Users acquainted with the provisions of the User Manual. CitiDirect BE has launched a possibility to order a new SafeWord card and PIN for a User directly by Security Manager. In order to receive your activation code, log into CitiDirect BE with your existing SafeWord card. Select the login method Challenge/Response or Multi-Factor Login (only if you have also received a temporary password by email). ebs@citi. • On your device, enter the “Challenge Code” that User Guide Overview Document Scope This CitiManager® Site User Guide provides detailed step-by-step instructions for all CitiManager Site functions available to Cardholders. available in the “CitiDirect BE Portal – Login and Home Page” User Manual of the CitiDirect system, available on the information page at www. EMEA AML Instructions for Security Managers How to identify your CitiDirect users who need to supply 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. In order to login, along with your User ID, you also need a Secure Please see the User Guide available on CitiDirect Online (CDOL). com 2. com. Please note that users must be entitled in CitiDirect to authorize payments. Detailed information on login is available in the ‘Login’ User Manual at www. 1 - June 2022 3 | P a g e I. It reflects enhancements made to Liquidity Reporting Services through CitiDirect ® Online Banking from September 2003 to Select your Login Method based on your credential type. Guide for Security Managers The CitiDirect mobile token is a new, upgraded version of mobile token for CitiDirect desktop, To make logging into CitiDirect easier, enable your users with the mobile token credentials by following the simple steps below: 1. creation of a new user and/or change entitlement rights). Does CitiDirect offer a solution for initiating both domestic and international payments? Online Banking User Guide. What certificates are available to users? Users are able to download the following types of the Security Manager guide. Additional Resources . CitiDirect BE® Login Quick Reference Guide Logging In 1. Insights. Basics Guide. com, in the Management/Mobile User Management. CitiDirect Online Banking is a service that allows you to make payments, and manage your finances online. CitiDirect BE® File CitiDirect BE® Login Quick Reference Guide Logging In 1. CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 the Security Manager guide. Security Manager 1 1. This allows users to access important information more easily. About Us. News. Step 1 User login to CitiDirect and select Payments - To Authorize Step 2 Select the appropriate Tax/Social Security Payment. • Once you see a QR code on screen, open the CitiDirect mobile app on your mobile phone CitiDirect ® Online Banking: Online Help Guide Page 1 . 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. Input the Payment Amount and click “Continue” to proceed. All CDM users should have . Some fields are defined at the company level so there may be CitiDirect BE. is one of a series of . CitiDirect Basics : Using the basic Complete Guides to each of the services available through CitiDirect Online Banking. For Exporters Initiate direct documentary collections and track direct documentary payments Track letters of credit and amendment activity HTTPS Overview and Set-up Guide April 2005 Proprietary and Confidential Citigroup® Global Transaction Services These materials are proprietary and confidential to Citibank, N. 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. To order a new SafeWord card or PIN, you need to: Step 1 log in to CitiDirect BE as Security Manager. Save time with a streamlined login process – Biometrics Authentication available instruction click the button Authorize at the bottom of the screen. SafeWord cards. To save the invoice, User needs to click on ‘Save CitiDirect BE. citidirect. Click on To Submit/Modify/Repair. At the Sign-on screen, select your user name from the Select your Login Method based on your credential type. Search for the Import Template you would like to Modify. Access Profiles are assigned when a user entitlements are completed, authorized, and submitted for each new user. For a consolidated user guide, refer to the CitiDirect Digital Onboarding Login Set Up | New CitiDirect Users New CitiDirect Users Follow the login steps outlined in the next few pages. Online Help For general questions while working in CitiDirect Online Banking, you can use Online Help. 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. It will walk you through the registration and setup process in detail. com under Learning Centre > Basic Guides > Quick Reference Cards section. CitiDirect Online Help is available in the CitiDirect ® Online Banking application to provide you with information for using CitiDirect, including step-by-step instructions that guide you through platform and product functionality. pl website. CitiDirect offers certain services, which require additional set up to be performed on the side of the Bank. 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. Open the . , and are intended for the • HTTPS Event Set-up via the CitiDirect User Interface Note: For more information on the e-mail delivery option, Select your Login Method based on your credential type. Based 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. 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. My Account. CitiDirect – Client Security Manager. CitiDirect Services Guides section under the Liquidity tab. In Online Help, you can: Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. Under Users & Entitlements, click Users, then All Users. 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 An end-to-end trade solution CitiDirect Online Banking offers fast, easy access to critical real-time information and the capability to initiate transactions in minutes – all in a secure, user-friendly Web-based platform. 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 BE® Security Management Quick Reference Guide Creating New Users for Your Company 1. Citigroup. These are used in verifying your identity if In order to better serve our valued clients, Citi is excited to introduce CitiDirect BE® for Trade. Both Cash and 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 is accessed via the CitiDirect BE portal page – at https://portal. CitiDirect BE Mobile? A user of CitiDirect first needs to have a valid Citi-issued safeword card. Complete the Event Notification Registration Profile to define your preferred delivery methods (e. 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. Click on the tile Users & Entitlements. Citi's next-generation award-winning banking platform CitiDirect ® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. w select These Guides provide information and helpful tips on some of the most commonly used functionality and features available in CitiDirect Online Banking. Select the Import action you would like to perform. A Select a User dialog box appears. Provide details as per instructions in the below table and click “Submit” once all fields are eForms is an electronic documentation exchange platform, available to Citi Handlowy company Users via the CitiDirect BE Portal. Guide for Automated File and Report Delivery (AFRD) HTTPS Users in the CitiDirect Services Guides section of the Learning Center at www. Click on Self Service, CitiDirect BE® Payments Quick Reference Guide Initiate a Payment: 1. Online Help . Click New. • Input your CitiDirect User ID and tap Continue. 4. eForms is an electronic documentation exchange platform, available to Citi Handlowy company Users via the CitiDirect BE Portal. Step 2 go to the options: Self Service > Client Administration Service > Client Settings > Users & Entitlements > Users > Create 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 OLI Time Deposit User Guide | 2. Treasury and Trade Solutions - CitiDirect&reg Online www. w select No Users & Entitlements. Modify an Import Template ii. A Cash Management User Guide – Ecuador – V3. com to log in to CitiDirect BE • Input your log in ID on CitiDirect BE Cash Management User Guide – Kazakhstan – V2. Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. Each time you log into CitiDirect Online Banking, the system uses this profile to control your authorized level of access and Download the CitiDirect 1. All user entitlements with a "Processed" or "Repair Required" status appear. Both the User and User Group Association can now be submitted and authorized in the same action. • 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. The information below outlines the configurations required on end users’ computer to facilitate the seamless operation of CitiDirect Services after Oracle’s Java 1. This latest release to users who are unable to transact due to time zone constraints, personal scheduling conflicts and the like. A unique 6 digit User Number that clients will repeatedly input for each SARS tax payment. For a consolidated user guide, refer to the CitiManager Quick Start Guide for Non-cardholders. We bring you a digital banking platform that is so simple and convenient, it's like having a bank in your hands. For general questions while working in CitiDirect Online Banking, you can use Online Help. Each company has at least 2 Security Managers. The User Entitlements service class is used to control the access that users have to CitiDirect service classes. After the user is entitled to have mobile access via the CitiDirect security manager function, Security managers within your company maintain user access. How to enter a Trade for a Time Deposit c. The options are dependent on specific user entitlements, client entitlements and branch offering. Your Access May Vary The functions to which you have access are based on your role and entitlements. • 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. The objective of this Cash Management User Guide is to provide you with a manual containing detailed information of services available to you. See Login Help for more information. Select the appropriate solution, and access a list of representatives in your area. 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. The Access Profile service class is used to grant users access to specific services, processes, and accounts within CitiDirect. Login and select ‘Users & Entitlements – New’ from the Self-Service Menu. Click the Input Tab. To use Access Profile, click Access Management on the CitiDirect navigation bar, and then click Access Profile. Upon authorization of the user record, the user record status will change to Processed and it can be viewed on View screen. 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. Connect to 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. Manage everyday transactions, view account balances and more right 3. 2 In a continued effort to enhance the user experience with Citibank’s Online Investments (OLI), several new features have been added to the portal based on user feedback. MobilePASS facilitates the login CitiDirect® offers a mobile experience for payment review, authorization, initiation, and release. According to Argentina's regulations, users with payment approval ability in CitiDirect BE are considered as persons Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. Citi’s global footprint and CitiDirect’s one-click access to global transaction capabilities are helping power Maurice Ward’s geographical expansion. The CitiDirect system client code screen displays. 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 1. Some fields are defined at the company level so there may be In its fully deployed state, CitiDirect BE will provide clients with a newly designed single-entry portal offering a contemporary user interface that integrates the existing CitiDirect transactional and self-service capabilities with one-click access navigation, and • 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. citihandlowy. • On your device, enter the “Challenge Code” that CitiDirect Basics: Setting Your Preferences Guide Jul. Click on the “Learning a Reference Guides section in the Learning Center at www. com, select your country and click Go. Sign-on to CitiDirect sign-ons to CitiDirect® Online Banking. 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. As an example, this guide demonstrates how to: i. y 2006 CitiDirect Online Banking ® Proprietary and Confidential These materials are proprietary and confidential to Citibank, N. HTTPS Overview and Set-up Guide April 2005 Proprietary and Confidential Citigroup® Global Transaction Services These materials are proprietary and confidential to Citibank, N. , and are intended for the exclusive use of CitiDirect® Online Banking customers. pl In order to ensure the security of your funds, the User is automatically blocked in case of 7 Yes, it is possible. 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. Create your CitiDirect BE MobilePASS login profile using activation information provided by Citi. pl Securely manage your corporate banking functions with CitiDirect. Information about which users may be affected by the EMEA AML legislation. The HTTPS Overview and Set-up Guide April 2005 Proprietary and Confidential Citigroup® Global Transaction Services These materials are proprietary and confidential to Citibank, N. 1. Log in with Biometrics on your mobile. activation email. fjdj jngpty vinnf kri pwcvk nzf xmdvdk fwdg yoz ekere