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ECManager: Assign a Transaction Reviewer to a Card  
 
Summary: Follow these instructions to assign a transaction reviewer to an Express Card.
What to do How to do it
1 Log in.
  1. Access ECManager.
  2. Enter your user ID and password.
  3. Click Assign a transaction reviewer to a card.
2 Select the reviewer.
  1. Click the Select icon associated with the appropriate reviewer.

    Note: If a list of reviewers does not appear, you have not yet assigned any staff members to the transaction reviewer role. Designate one or more staff members as a transaction reviewer and repeat this step.
3 Assign the transaction reviewer to the appropriate card/ cardholder(s).
  1. Click the check box associated with one or more cardholders.
    Note: You can assign the reviewer to ALL cardholders by clicking Select All at the top of the list.

  2. Click Assign/Unassign.
    Note: You will automatically return to the Transaction Reviewer List and will receive this message: Your changes have been saved.
4 Select another reviewer (optional).
  1. To assign another transaction review to other cardholders, repeat Steps 2–4.
  2. Click Return to go back to the main menu.


Need an expert? Contact Michele Del Signore, (858) 534 2353, or Zsuzsa Morgan, (858) 534-4620.


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Last reviewed/updated on March 12, 2008 (see more info)
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