U.S. Bank Payment Controlsâ„¢ For Small Business . Bank... This tool lets a small business owner...

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Transcript of U.S. Bank Payment Controlsâ„¢ For Small Business . Bank... This tool lets a small business owner...

  • U.S. Bank Payment Controls™ For Small Business Owners Company-level Training Guide

  • Company-level Training Guide U.S. Bank Payment Controls™

    "Copyright © 2015 U.S. Bank National Association” All rights reserved - This presentation is provided by U.S. Bank for general educational purposes only. Reproduction or quotation of this presentation is prohibited without the express written consent of U.S. Bank. This information is subject to change without notification.

    Page 2

    Introduction to U.S. Bank Payment Controls ...................................................................................... 3

    First-time Login ................................................................................................................................. 4

    Challenge Questions/Answers ....................................................................................................................7

    Password Requirements .............................................................................................................................7

    Forgot Your Password ................................................................................................................................8

    Forgot Your Email Address/Login ID .......................................................................................................... 11

    Change Your Email Address/Login ID......................................................................................................... 11

    Forgot the Answer to Your Security Questions .......................................................................................... 11

    My Profile ....................................................................................................................................... 12

    Add a New Card .............................................................................................................................. 13

    Managing Your Real Card(s) (RCN) .................................................................................................. 18

    Access a Card ........................................................................................................................................... 18

    Set/Edit Real Card Controls ............................................................................................................. 23

    Email and Mobile Alerts ........................................................................................................................... 23

    Set Purchase Controls ............................................................................................................................... 23

    Set Budget Controls .................................................................................................................................. 29

    Copy Controls to Other Cards.................................................................................................................... 32

    Reporting/Analysis ......................................................................................................................... 35

    Alert History............................................................................................................................................. 35

    Purchase History ...................................................................................................................................... 37

    Spending vs. Limits ................................................................................................................................... 39

  • Company-level Training Guide U.S. Bank Payment Controls™

    "Copyright © 2015 U.S. Bank National Association” All rights reserved - This presentation is provided by U.S. Bank for general educational purposes only. Reproduction or quotation of this presentation is prohibited without the express written consent of U.S. Bank. This information is subject to change without notification.

    Page 3

    Introduction to U.S. Bank Payment Controls Controlled spend is critical for small businesses, and existing card solutions often lack the controls business owners demand. This tool lets a small business owner extend card payments to employees and set an extensive set of authorization controls to determine exactly how, when, and where each employee’s card can be used.

    With U.S. Bank Payment Controls, you can minimize your company's risk, while giving your employees the freedom to use their business credit card appropriately. This service easily lets you individually customize your employee's business credit cards to control where, when and how they use them.

    U.S. Bank Payment Controls allows you to limit employee card use by:

    • Time of day or day of week • Geographical area • Certain merchant types • Dollar amount • Transaction type

    Block certain types of transactions or simply choose to be alerted in real time when certain types of transactions are made - either way, you're in total control* and can rest easy knowing that you're safeguarding against fraudulent activity. *Transactions are blocked based on how merchants classify their business. As U.S. Bank cannot control how merchants choose to classify their business, U.S. Bank cannot guarantee a transaction will be blocked.

    This tool is easy to navigate, and the dashboard view on the Home screen gives you quick information without having to dig.

  • Company-level Training Guide U.S. Bank Payment Controls™

    "Copyright © 2015 U.S. Bank National Association” All rights reserved - This presentation is provided by U.S. Bank for general educational purposes only. Reproduction or quotation of this presentation is prohibited without the express written consent of U.S. Bank. This information is subject to change without notification.

    Page 4

    First-time Login To access the application, you will need to setup a new User Profile.

    1. Access the following URL for U.S. Bank Payment Controls: www.mastercardincontrol.com/usbank 2. On the Login page, you will see a section titled “Don’t have an account yet?” Click the Sign Up button.

  • Company-level Training Guide U.S. Bank Payment Controls™

    "Copyright © 2015 U.S. Bank National Association” All rights reserved - This presentation is provided by U.S. Bank for general educational purposes only. Reproduction or quotation of this presentation is prohibited without the express written consent of U.S. Bank. This information is subject to change without notification.

    Page 5

    3. You will be prompted to create a new User Profile by providing the following information:

    a. Name – Enter your first and last name b. Email address – Your email address will be your user ID c. Password – Password must have at least 8 characters, contain letters and numbers, but no special

    characters. It is case-sensitive and will not expire. d. Answers to two security questions – These are used when you log in, as well as in the event that

    you forget your password. e. Captcha – Enter the phrase or numbers in the Captcha picture. f. Terms & Conditions – Agree to the Terms and Conditions and Privacy Policy. Then click Next.

  • Company-level Training Guide U.S. Bank Payment Controls™

    "Copyright © 2015 U.S. Bank National Association” All rights reserved - This presentation is provided by U.S. Bank for general educational purposes only. Reproduction or quotation of this presentation is prohibited without the express written consent of U.S. Bank. This information is subject to change without notification.

    Page 6

    4. An email confirmation will be sent to the email address that you entered on the registration form.

    5. Click the link to return back to the Login page to complete the registration process. Enter your Email

    Address and Password to login.

  • Company-level Training Guide U.S. Bank Payment Controls™

    "Copyright © 2015 U.S. Bank National Association” All rights reserved - This presentation is provided by U.S. Bank for general educational purposes only. Reproduction or quotation of this presentation is prohibited without the express written consent of U.S. Bank. This information is subject to change without notification.

    Page 7

    Challenge Questions/Answers You must select two challenge questions and answers the first time you set up your User Profile. These questions/answers are very important and you will want to answer them in such a way as to not forget your answers. You will be prompted with these questions when you log into the tool, as well as if you forget your password.

    Password Requirements Password must have at least 8 characters, contain letters and numbers, but no special characters. Passwords do not expire. Passwords are case-sensitive.

  • Company-level Training Guide U.S. Bank Payment Controls™

    "Copyright © 2015 U.S. Bank National Association” All rights reserved - This presentation is provided by U.S. Bank for general educational purposes only. Reproduction or quotation of this presentation is prohibited without the express written consent of U.S. Bank. This information is subject to change without notification.

    Page 8