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ECManager: Add an Additional Card to a Cardholder

Follow these instructions to add another Express Card to a cardholder.

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1. Log in.

  • Access ECManager.
  • Enter your user ID and password.
  • Click Add an additional card to a cardholder.

2. Select the appropriate cardholder.

  • To search for a cardholder:
    1. Enter the cardholder’s last name in the field provided.
    2. Click Search.
    3. Click the Select icon to select a specific cardholder from the list.

3. Complete the required fields.

  • Enter the Description on the card.
    • The description cannot exceed 19 characters, and it will be printed on the card.
    • You may want to use the seven-digit default index and the department or project name.
  • Enter the default index.
    If you don't know the default index:
    1. Enter the first three characters.
    2. Click Search.
    3. Click the UCSD icon to select an index from the list.

4. Make optional changes.

  • If you want to assign a Transaction Reviewer:
    1. Click Assign.
    2. Select one or more reviewers from the list.
    3. Click Submit.
  • If you want to change the Account:
    1. Click Search.
    2. Highlight the new account.
    3. Click Select.
      Note: Use the drop down list to select the account code that best fits the majority of purchases.
  • If you want to add a comment to the program administrator, enter the comment in the Department Administrators Comments box.

5. Submit the form.

  • Click Submit to submit the form.

6. Verify the information.

  • Review your information to verify that it is correct.

7. Confirm the information.

  • If the information is correct, click Confirm.
    Note: You will receive this message: New Card Successfully Added.
  • If you need to make changes, click Make Changes and return to step 5 after changing the information.

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