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  • Change Card or Cardholder Information

ECManager: Change Card or Cardholder Information

Last updated August 25, 2009 12:57:50 PM PDT
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Follow these instructions to change Express Card or cardholder information.

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1. Log in.

  • Access EC Manager.
  • Enter your user ID and password.
  • Click Change card or cardholder information.

2. Locate the cardholder's name.

  • Locate the cardholder's name in the list provided.
  • If you manage a large number of cardholders, you can conduct a search by:
    • Completing one of the search options at the top of the screen
    • Clicking Display List

3. Select the edit option.

  • Click the Edit icon associated with the cardholder.

4. Change the cardholder's information displayed on the card.

  • Changing a cardholder's name or description on the card:
    • You can change the way the cardholder's name appears on the card, e.g., change Dave to David.
    • You can change the description on the card. (Embossed second line on card.)
    • In both cases after updating ECManager, send an e-mail to expresscard@ucsd.edu with the new information, a new card will be issued by U.S. Bank and should be received within 7 to 10 business days.

5. Change the card information.

  • You can change other card information not imprinted on the card:
    • Office phone number
    • Accounting distribution

6. Add a comment (optional).

  • Add a comment in the Department Administrator Comments box if desired.

7. Submit the form.

  • Click Submit to submit the form.

8. Verify the information.

  • Review the information to verify that it is correct.

9. Confirm the information.

  • If the information is correct, click Confirm.
    Note: You will receive this message: Card successfully updated.
  • The cardholder will receive an e-mail notification of this change. Administrators and those in support roles will also receive a copy of the e-mail.
  • If you need to make changes, click Make Changes and return to Step 7 after you have entered the changes.

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Need an expert? Contact Zsuzsa Morgan, (858) 534-4620.

Buy & Pay

Administrators

  • ECManager
  • ECManager Redistribution Account Codes
  • Express Card Process
  • Responsibilities
  • Program Roles
  • Departmental Readiness Checklist
  • Getting Started
  • Become a Department Administrator
  • Add New Card to Cardholder
  • Add a New Express Card
  • Assign an Administrative Support Role
  • Assign Transaction Reviewer Role
  • Assign Transaction Reviewer
  • Cancel an Express Card
  • Change Card or Cardholder Information
  • Change Index or Account Code
  • Reassign a Transaction Reviewer
  • How to Review Transactions
  • How to Split Transaction Amounts Equally
  • How to Split Transaction Amounts Unequally
  • Unassign a Transaction Reviewer
  • View Card Details
  • View or Edit Role Assignments

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Express Card

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