Global Card Management System (GCMS)

Using Citibank Functionality on the Web: These tasks explain how to log in and gain access to Citibank-related CitiDirect Global Card Management System (GCMS). 

For assistance with how to use the CitiDirect GCMS, see the GCMS Cardholder Quick Reference Guide.

Or, visit askUS at https://austin-utexas.custhelp.com.

Set up cardholder’s account to view and process transactions

Initial Login

1. Launch your browser.
2. Type the URL (https://www.globalmanagement.citidirect.com) in the address line of your browser screen. The CitiDirect Global Card Management System (GCMS) login page appears.
3. Click on Cardholder Self Registration.
4. Account Information Screen will open. Input 16-digit card number in the Account Number box. Do not include hyphens. Input Company Registration Code of 2323464 and click Next.
5. User Information Screen will open. Cardholder First and Last Name will be pre-populated. Complete the User Information Screen and click Register Account.
6. Newly created User ID and password will be used for all future logins.

Create a New Password 

Upon logging in the first time, the Create a New Password screen opens.
In the Create Password section, complete the required fields, which are marked with an asterisk (*).The completion of the Security Question and Answer section is required for automatic password reset. Note: The security question and answer are different from the challenge questions to be answered later.
1. Click Submit to log in.
2. Select three challenge questions and answer each question and then confirm each response. Click Save.

Set up supervisor’s account to view and process cardholders’ transactions

Contact Purchasing at 512-232-3464 to request access to the cardholders’ account(s). Provide the names and UT EIDs of the cardholders. Purchasing will send the user ID and password.
 

Initial Login

1. Launch your browser.
2. Type the URL (https://www.globalmanagement.citidirect.com) in the address line of your browser screen. The CitiDirect Global Card Management System (GCMS) login page appears.
3. Click on Cardholder Self Registration.
4. Account Information Screen will open. Input 16-digit card number in the Account Number box. Do not include hyphens. Input Company Registration Code of 2323464 and click Next.
5. User Information Screen will open. Cardholder First and Last Name will be pre-populated. Complete the User Information Screen and click Register Account.
6. Newly created User ID and password will be used for all future logins.

Create a New Password 

Upon logging in the first time, the Create a New Password screen opens.
In the Create Password section, complete the required fields, which are marked with an asterisk (*).The completion of the Security Question and Answer section is required for automatic password reset. Note: The security question and answer are different from the challenge questions to be answered later.
1. Click Submit to log in.
2. Select three challenge questions and answer each question and then confirm each response. Click Save.

Declined Transaction Instructions

Split Transactions Instructions

CitiManager Portal

During the application process, you are prompted to set up a four-digit PIN that may be used at certain merchant terminals. In order to process your transaction, some merchants require that you enter the four-digit PIN as an additional layer of security.

Key Concepts
• During the activation process, you are prompted to set up a four-digit PIN that may be used at
certain merchant terminals. In order to process your transaction, some merchants require that you enter the four-digit PIN as an additional layer of security.
• You can view your PIN in the CitiManager site. If you would like to change your PIN, please contact Citi using the number on the back of your card.
• To view your PIN in the CitiManager site, you are required to enter either a one-time passcode (OTP) or the CVV/CVC (security code) from the back of your card. The OTP option is only available if your mobile number/office numbers have been entered on your user profile. If your mobile number/office numbers have not been entered on your user profile, you are required to enter the CVV/CVC from the back of your card.

Step-by-Step Instructions
1. From the CitiManager Site side navigation bar, click the Cards icon. The Card Details screen displays. Note: You can also click the View Pin link from the quick links on the Home screen.
o If you have more than one card account, click the account number drop-down arrow in the Card Information header to toggle between accounts.
2. Click the View PIN link that displays on the right-side of the screen. The Card Details: View PIN screen displays either the OTP receipt options or the CVV/CVC Code field.
3. If the OTP receipt options display, select the radio button for the desired option (text message or call) and click the Continue button. Once you have retrieved the OTP, enter it in the One-Time Passcode field and click the Continue button.
OR
1. If the CVV/CVC Code field displays, type the CVV/CVC code from the back of your card and click the Continue button. Your PIN displays.

Cardholders can view either your current statement or a statement from the previous 72 months. You can also view recent transactions that have not billed to your statement.

Key Concepts
You can view either your current statement or a statement from the previous 72 months. You can also view recent transactions that have not billed to your statement.
The Statements screen displays the following information:
• An account, balance and payment overview
• A list of transactions that have billed to your account
• Transaction details
 

From the Statements screen you can also download your statement and dispute a transaction.
You can download transactions for individually or centrally billed accounts.
If you wish to print your statement, it’s recommended you download it in PDF format. Once the
PDF document is open, you can print it by selecting Print from the File menu.

Step-by-Step Instructions To View Statements and Transactions

1. From the CitiManager Site side navigation bar, position your mouse over the Statements icon and then click the icon for the statement date you wish to view. Use the Back and Forward (< >) arrows to navigate between years.
• You can also navigate to your statements from the Home screen by clicking the Statements link displayed on the right side of the screen or by clicking the icon for the statement date you wish to view from the Card Details screen. The Statements screen displays for the month selected. Billed transactions display at the bottom of the screen.
• Note: If you have more than one card account, click the account number drop-down arrow in the Statements header to toggle between accounts. To view transactions that have posted to your account but not yet to your statement, click the View Recent link.
2. To search for a specific transaction amount, date or description, type the search criteria in search field that displays in the upper-right corner of the Billed Transactions section and click the Search button. Click the Advanced Search link to access additional search criteria. The transactions are filtered by the search criteria entered.
3. To view additional transaction detail, click the ellipsis (…) link that displays on theright-side of the row you wish to expand. The row expands and additional transaction details display.

Note: The More link displays when the row is expanded. For additional information about disputes refer to the Dispute Transactions topic in this user guide.