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ECManager: Assign a Transaction Reviewer Role

Follow these instructions to assign a transaction reviewer role to a staff member.

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1. Log in.

  • Access ECManager.
  • Enter your user ID and password.
  • Click Assign a transaction reviewer role to a staff member.

2. Select the appropriate staff member.

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

Note: Reviewers may not be in a subordinate relationship to the cardholder. Additionally, a reviewer cannot be assigned transaction verification for more than ten Express Card holders.

3. Assign the role.

  • Select the Transaction Reviewer check box.
Note: You can select BOTH check boxes if you want to assign the Transaction Reviewer role AND the Administrative Support role to this staff member.

4. Add a comment (optional).

  • Add a comment in the Comments box, if desired.

5. Submit the role assignment.

  • Click Submit. You will receive this message: Transaction Review role successfully added for this person.
Note: Because cardholders are sometimes assigned as transaction reviewers for their own Express Card, a cardholder cannot be the sole reviewer of their own   transactions.  There must be a secondary Transaction Reviewer assigned to that card, or the ECDA must review the cardholder's transactions.

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